A quick overview of how QuadGenie simplifies complex quoting
From the moment a client requests a price, their experience with your brand begins. It's time to let your team graduate from the constraints of manual spreadsheets to a process built for speed and professionalism.
A streamlined system impresses with every proposal, guarantees accurate pricing, and empowers your team to meet every opportunity with confidence. This is how you build a reputation that precedes you and turn a simple transaction into a standout client experience.
QuadGenie® is an AI-powered cloud-based quote generation and order management platform specifically designed to streamline the quoting process for the water treatment industry. With QuadGenie®, your team can generate accurate, professional, and visually appealing quotes in a fraction of the time. With QuadGenie®, eliminate manual processes, enhance accuracy, and significantly reduce quote turnaround time.
Our AI-powered engine brings everything together—your product and service catalogs, real-time material costs, labor rates, and customer data—into one streamlined workflow. The result? Fewer manual errors, faster turnaround times, and quotes that are always professional, accurate, and profitable.
Replace tedious manual calculations with automated processes. AI-powered QuadGenie® handles the heavy lifting; intelligently configuring quotes with automated chemical selection, precise dosage calculations, recommendations for compatible equipment, and service packages. Our smart templates and digital catalogs turn hours of administrative work into just a few clicks.
Stop letting a complex pricing system slow down your growth. QuadGenie®'s intelligent platform guides new team members through the quoting process, ensuring they can create accurate, professional quotes from their very first week, generating revenue faster.
Sales teams want to sell—not drown in admin. Give them a fast, modern AI quoting tool that eliminates manual work, frees up their time, and helps them close more deals while maximizing their commissions.
Deliver quotes that reflect your brand's quality with customizable, polished templates designed to enhance credibility.
Winning the quote is just the beginning. QuadGenie® gives you the tools to manage fulfillment with precision. Take full control of your project timelines with phased delivery scheduling. Our platform allows you to configure a delivery sequence for each site, ensuring critical pre-treatment equipment (like softeners) arrives first—well before chemical shipments and routine service calls are scheduled. This ensures your projects run on time and on budget.
QuadGenie® provides a clear, organized dashboard where you can monitor all pending quotes, track order execution, approve special discounts, and oversee deliveries in one place. Track the entire customer journey—from initial quote to final installation sign-off—and ensure no opportunity or task falls through the cracks.
Whether your team is in the office / on a sales call / at a job site, QuadGenie® provides a single, shared platform for all quoting activity. Sales reps, field technicians, and administrative staff can all access, create, and manage quotes in one place. Eliminate confusion from scattered paperwork and ensure everyone is working with the most current information.
Includes a built-in Knowledge base with cost calculators and best practices for the water treatment industry.
We believe software should adapt to your business, not the other way around. That's why our AI-powered platform is designed to work with your data, exactly as it is. Simply import your existing product catalog via CSV. Our intelligent system is flexible enough to understand your data with only a few basic column headers. No reformatting, no tedious data entry—just a fast, seamless transition to smarter quoting.
Eliminate pricing errors and safeguard your brand integrity. Centralized pricing rules ensure every quote meets your exact guidelines.
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Manual quoting doesn't just cost time—it costs revenue. We've found a medium-complexity quote often takes 2 hours of expert work. Use this calculator to see what happens when our platform cuts that down to 30 minutes.
Impact Summary |
Everything you need to know about QuadGenie® and how it transforms your quoting process.
QuadGenie® is purpose-built for the complexities of the water treatment industry. Our platform is designed to capture your team's most valuable asset: their veteran application knowledge. We go beyond just products and pricing to embed your core logic—from calculating chemical dosages based on flow rates and water quality parameters to allow sequencing pre-treatment hardware—ensuring every quote is not just fast, but technically sound.
In 60 seconds:
We are hyper-focused on serving the Water Treatment industry, including companies specializing in industrial, commercial, and municipal solutions. Our platform is ideal for businesses managing a complex portfolio of 50+ products and their variations and generating atleast 50-100+ detailed quotes per month. If your team is spending hours building complex proposals instead of selling, you are the exact company we are built to help.
Absolutely. Protecting and automating your intellectual property is a core function. Your designated administrators can securely embed your unique formulas and application rules directly into the platform. This ensures your entire sales team can apply that expert knowledge consistently, generating accurate quotes every time.
You can easily import your product catalogs, pricing, and customer data using our CSV import tool. It’s designed to work with exports from any ERP, CRM, or spreadsheet. While direct API integration is on our roadmap, our current CSV system provides a robust way to get your data loaded quickly.
We treat your data with the highest level of security. Your company's information, including all proprietary formulas and client lists, is logically isolated and completely segregated from all other customers on our platform. We use enterprise-grade encryption for data in transit and at rest, and our infrastructure is built on world-class cloud providers. Your competitive advantage is safe with us.
To deliver maximum value and simplicity, we offer one comprehensive plan tailored for established water treatment businesses. Our plan includes full access to all features, support for thousands of product variations, and is designed for teams generating a significant volume of complex quotes. This approach ensures you get everything you need without confusing tiers or hidden fees. We provide a firm price for the plan following our initial strategy session.
We offer a combination of intuitive software and expert guidance to ensure your long-term success.
