Quotes
A full CPQ editor built for complex IT service quotes.
- Tabbed line items with categories and descriptions
- One-time, monthly, and annual billing types
- Deposit configuration on any quote
- PDF generation and email delivery
- Approval and review workflow
- Quote templates for repeat work
Customers
A central record for every customer your team works with.
- Customer profiles with contact details
- Full quote and contract history per customer
- Linked projects and purchase orders
Catalog
Your product and services catalog, always available in the quote builder.
- Products and services with pricing and billing type
- Category organization
- CSV import and export
- Live distributor search integration
Procurement
Vendor management and purchase orders linked directly to your quotes.
- Vendor records with contact and payment terms
- Purchase orders with line item picker from quotes
- PO PDF generation and email delivery
- PO review and approval workflow
- Inventory tracking
Projects
Project management with real-time cost tracking against quoted budget.
- Scope of work generation with PDF and email
- Expense tracking with receipt upload
- Profit and loss dashboard per project
- Linked quotes and purchase orders
- Project templates for repeatable engagements
- Notes and activity log
Contracts
Service contracts with expiry tracking, renewal alerts, and document templates.
- Contracts dashboard with 60-day renewal visibility
- Rich text contract editor with PDF output
- Contract templates for consistent agreements
- Email delivery with PDF attachment
- Expiry notifications and alerts
Reports
Business intelligence across your entire operation, on demand or on a schedule.
- Quote, revenue, procurement, and project reports
- Scheduled report delivery by email
- Saved report configurations
- PDF export for all report types
- Date range and customer filtering
Security and Access
Enterprise-grade security without the enterprise price tag.
- TOTP two-factor authentication for all users
- Passkey and biometric authentication support
- Role-based access controls
- Automatic session timeout after inactivity
- Encrypted backups with tiered retention
White-Label Branding
Every document, every email, your brand.
- Custom logo on all PDF output
- Company name and details on all documents
- Subdomain per account
- Branded quote and contract emails
Qraft CPQ Hub
A dedicated knowledge base covering every part of the platform.
- Step-by-step setup and onboarding guides
- Integration walkthroughs for distributors and accounting software
- Best practices for quoting, procurement, and projects
- API documentation for developers
- Always up to date as the platform evolves
Integrations
Built-in connections to the platforms your team already works with, plus an open API for everything else.
- Live distributor catalog search and pricing
- Accounting software sync for customers, invoices, and purchase orders
- REST API for building custom integrations into any platform
- PSA integrations coming soon
- Open requests accepted for new integrations
REST API
A full tenant-scoped REST API available to every account for custom integrations and automation.
- Read-only and Read/Write key types
- Access to quotes, customers, catalog, vendors, purchase orders, and inventory
- Bearer token authentication, tenant-scoped
- Paginated responses with standard error codes
- API key management from your account settings
