PAYROLL & HCM QUOTING SOFTWARE

Payroll quotes,
simplified.

Create accurate proposals faster.
Close more business.

PayQuote helps payroll and HCM providers generate professional, accurate quotes in minutes with automated calculations, customizable templates, and seamless CRM integrations.

See How It Works

See PayQuote in Action

Take a quick look or explore the longer demo.

~3 MIN

Quick Demo

A quick introduction to PayQuote.

~8 MIN

Demo

A closer look at features and workflows.

Dashboard

SALES OVERVIEW

Active Quotes

168

In pipeline

Won Deals

This quarter

Pipeline Value

$284K

Estimated

Recent Quotes View All

Company	Census	Rep	Status	Quote
Pinecrest Consulting	145	J.Smith	Quoted	$48,320
Lakeside Industries	62	B.Glasner	Won	$21,450
Summit Construction	28	J.Klupp	Quoted	$4,980
Harbor View Partners	95	M.Rivera	Pending	$16,275
Maple Grove Services	18	T.Adams	Won	$3,250

Professional quotes. Complete sales visibility.

Automate quoting

Eliminate manual calculations and create accurate, professional proposals in minutes.

Stay in control

Use customizable templates, discount rules, and approval workflows to match your process.

Close with confidence

Deliver a great client experience with branded quotes and digital signing.

BUILT FOR PAYROLL & HCM SALES TEAMS

Everything you need to quote smarter and close faster.

From complex pricing and approvals to digital signatures and CRM integration, PayQuote simplifies the entire sales process.

Faster, Accurate Quotes

Create professional, error-free proposals in minutes, complete with digital signing.

Flexible Pricing

Handle multiple entities, billing frequencies, product configurations, and implementation fees.

Easy Administration

Manage products, pricing, and rules that prevent important items from being missed.

Built-in Approvals

Automatically route discounts and special pricing for approval before quotes reach prospects.

Sales Visibility

Track quotes, pipeline activity, and team performance through dashboards and reporting.

Connected Workflows

Sync with your CRM (HubSpot, Zoho, Salesforce) and automatically launch implementation tasks when deals are won.

SIMPLE, STRAIGHTFORWARD PRICING

Powerful quoting software. Simple pricing.

No long-term contracts. No unnecessary complexity. Just powerful quoting software backed by a team that's here when you need us.

UP TO 3 SALES REPS

$400 / month

Perfect for smaller sales teams

UP TO 5 SALES REPS

$500 / month

More room for your team to grow

Have more than 5 sales reps? Contact us for pricing

No Long-Term Contracts

Enjoy the flexibility of month-to-month service.

Personal Support

We're here to answer questions and help your team succeed.

Built Around Your Business

We can customize PayQuote to fit your unique quoting needs.

We keep setup simple and affordable, with a one-time fee tailored to your needs. We'll review everything upfront, so you'll know exactly what to expect - no surprises.

Let's Talk

What Our Clients Are Saying

See why payroll and HCM providers love PayQuote.

With my team using PayQuote, our reps can quickly generate accurate and professional-looking quotes. I have the ability to easily see what my sales team has quoted at a given time, where the sales are being generated from, and even why we lost a deal. The information the system provides allows us to constantly evaluate our pricing and sales approach so we can stay competitive at every turn.

Lori Brown, IPPA Board of Directors, VP PayNW

Before PayQuote, generating a proposal took us 45 minutes to an hour and required multiple spreadsheets and a lot of manual work. With PayQuote, that same process now takes just a few minutes, and the system is so intuitive that our sales reps can generate their own quotes with confidence. The flexibility and ease of use are excellent, and we use it across our full suite of products, including time clocks. The look and feel of the final proposal is very professional, clean, and business-ready. It has become a great resource for our team, and the customer service is outstanding, with fast, responsive support whenever questions come up.

Greg Ruddock, Vice President, World Payroll & HR

Before we found PayQuote, we used a cumbersome and complex spreadsheet which confused our sales staff causing frustration. Now, our sales staff can quickly and easily create a quote while being required to choose services to be included/excluded missing services/features. The process is smooth and easy, allowing our staff to focus on improving the client experience versus ensuring we haven't missed anything.

Mitchell Lightman, Exact Payroll Inc

After many attempts buying/building a quoting tool we found PayQuote. Best tool we have ever experienced. Professional look, easy to use, fully customizable, incredible service and these guys know the Payroll HCM world!

Neil Rohrer, CEO, Next HR Solutions

PayQuote and the implementation system work together so seamlessly that the entire sales process feels connected from the very first quote to final delivery. Information flows effortlessly between the two, eliminating duplication and reducing the risk of errors. Our team can move from closing a deal to implementation without missing a beat, which has significantly improved both our efficiency and our client experience. It’s made the handoff between sales and execution feel like one continuous, cohesive process rather than separate steps.

Ryan Garber, Sales Manager, Workplace HCM

PayQuote has really simplified how we do quotes. We can tailor each one to the client without losing consistency or professionalism, and everything is done in one clean, streamlined process instead of pulling from different places. They’ve also been great to work with - any time we want to add something new or make a revision, they’re responsive and make it easy to get it done. It’s made a noticeable difference in both our efficiency and the overall experience for our clients.

Donna Osley, Business Growth, CSC Paymaster Inc

We have worked with this quoting system for several years now and it just keeps growing and getting more and more robust. The system is so flexible and customizable you can create a great experience for your sales team while maintaining control over the quoting process. The capability to set up the approval flows for discounts and price changes give sales leaders the flexibility to approve special pricing sometimes needed to compete and win deals. Additionally, the system provides the ability to create multiple templates for various types of businesses from small business to enterprise organizations as well as partner-specific templates. With this system you have it all! A great solution made up of robust and flexible software backed by a team who is always there for assistance. The best thing is the developers know how sales organizations work and what they need, so it's like having an extended team in your sales organization. I would highly recommend this solution to anyone who is looking to enhance their sales organization’s efficiency with flexible and robust tools to WIN.

Melanie Crow, Sr. VP of Sales & Marketing, Inova Payroll

The PayQuote team is fantastic to work with, understands our industry, responds to our questions quickly, and offers a highly configurable product. After years of homegrown quoting spreadsheets and miscalculations, we made the change to PayQuote, and couldn't be happier. Now we save time when pricing updates are needed, have rules in place to ensure we are quoting correctly, and have better visibility for management to see what is quoted, lost, and won. I can't imagine going back to a spreadsheet again.

Teresa, PayNW

Since implementing the PayQuote system, our sales team has saved time and created a more accurate and professional proposal. The service is amazing and they are extremely responsive and always available to help answer questions, or incorporate our suggestions. We are now expanding to include the onboarding component. Thank you Meghan and team.

Les Vail, Sales Manager, Workplace HCM

PayQuote has taken the guesswork out of quoting and made it easier for our sales team to create error-free quotes, giving management a view of all quotes and their status, as well as the peace of mind that each deal is profitable.

Matt T.

We have really embraced OfficeDaily in many facets of our business. I would highly recommend this product.

Ralph F.