The proposal platform built for IT & software sales teams
Wantly connects your service catalog, licensing tiers, and pricing in one workflow - so you build interactive, on-brand proposals in minutes, track exactly what prospects read, and move from offer to signature without leaving the tool.
30-minute demo on your own services. We set the whole system up for you.
Trusted by IT & software sales teams
From boutique SaaS resellers to IT services firms closing complex, multi-line deals.
Is Wantly right for your IT or software business?
A quick gut check before you book a demo.
Your service is sophisticated. Your proposal process is not.
IT and software deals involve tiers, license counts, setup fees, recurring subscriptions, and implementation. Most teams still assemble each proposal manually across CRM, Excel, Word, PowerPoint, and PDF - every time, from scratch.
What staying manual quietly costs you
Build any IT or software proposal in minutes from a central catalog
Standardize your services, tiers, and packages once in a central catalog. Reps pick products, configure options, and apply pricing - Wantly builds the proposal automatically. No more hunting across files, copy-pasting prices, or reformatting for each new client.
One-time, recurring, and tiered pricing, calculated automatically
Wantly handles setup fees, monthly subscriptions, annual licenses, add-ons, and quantity-based pricing in a single offer. Totals, margins, and total contract value are calculated automatically. Reps stop making errors; managers stop fixing them.
See what prospects do, and follow up at exactly the right moment
Every proposal opens as a trackable web link. You see when it was opened, how long they spent on the pricing section, and whether a decision-maker viewed it. Reps get real-time alerts. Follow-up becomes a signal-driven action, not a guess.
Control who can discount, and keep a full audit trail
Set discount limits per rep. When a rep exceeds the threshold, the system requires manager approval before the offer can be sent. Every price change is logged with a timestamp and a name. Margin is protected by the system, not by memory.
AI writes text. Wantly is the system around it.
Many teams now draft proposals with an AI writing tool. It helps with text, but it has no memory of your products or prices, no post-send tracking, no approval flow, no margin control, and no integration with the systems your team actually use.
Works with the tools your sales team already uses
Two-way sync with your CRM and ERP - client and deal data flow in, proposal status and confirmed amounts flow back, automatically.
Connect any tool via API
We connect Wantly to any system using our open API - so you're never stuck with only the integrations on this list.
Excel and PDFs weren't built for complex product proposals
Scattered files: CRM, Excel, Word/PowerPoint, PDF, and email
One connected sales workflow, from catalog to signature
What used to take days of checking files, rebuilding PDFs and chasing updates now happens from one centralized workflow.
What changes for your business
Reps build a proposal in under 15 minutes that used to take an hour or more. Volume goes up without adding headcount.
A wrong license price or missed recurring fee on a signed contract becomes impossible when totals are calculated automatically.
Pipeline visibility shifts from guesswork to signals - you see which prospects are actively reviewing and which need a nudge.
The honest answers to what you're thinking
CRMs track deals and contacts. Accounting systems handle invoices. Neither can configure a complex IT offer, enforce discount rules, present an interactive trackable proposal, or show you what the client actually read. Wantly sits between your CRM and your client, and syncs with both.
AI writes text. It has no memory of your catalog between sessions, no post-send tracking, no approval flow, no margin control, and no two-way sync with your CRM or ERP. Wantly is the system around the text.
Wantly is built for complex IT deals: mixed fee types, license tiers, add-ons, and per-rep approval rules are all native. Templates speed up the start; every deal is configured individually.
About three weeks, and you build nothing. We import your catalog, configure pricing rules, connect your CRM, and train your team. You just start closing.
TechNord, an IT services and SaaS reseller, replaced a 3-hour proposal process with a 25-minute one. Their catalog of 400+ services and licenses is centralized, pricing rules enforce margin automatically, and the team knows which prospects are actively reviewing an offer.
3 hrs - 25 min
400+
What IT and software sales teams say
We used to spend over an hour on each proposal. Now it takes under 15 minutes and looks more professional.
The moment a prospect spends 10 minutes on the pricing section, I get a notification. That changed how we follow up.
Discount approvals used to happen over WhatsApp with no record. Now there is a system, a limit, and an audit trail.
FAQs
Quick answers to what IT and software sales teams ask us most. Talk to us →
