Quotes without a six-month CPQ implementation

Configure, price, quote should be a workflow, not a platform purchase. Floatless builds quotes from the same catalog your subscriptions run on.

Free during beta. No credit card required.

Floatless workspace

Billing review

PlansMonthly, annual, seat-based, usage-based
SubscriptionsActive, paused, upgraded, canceled
InvoicesDrafts, review, posted, downloaded
UsageMetered events and billable summaries

What is CPQ?

CPQ stands for configure, price, quote: the workflow of assembling a deal from your product catalog, applying the right pricing and discounts, and producing a quote the customer can accept. In enterprise software CPQ is a heavyweight platform; for a small team it only needs to be three honest steps — pick the products, price them consistently with the catalog, and turn the accepted quote into a subscription without re-entering anything.

Quotes from the real catalog

A quote draws from the same versioned products and plans your subscriptions use — no parallel pricing universe to drift.

  • Versioned product catalog
  • Plan types: flat, seat, usage, hybrid
  • Quote lines that match subscription items

Discounts with context

Deals need negotiation; records need reasons. Discounts and coupons attach to the quote with context.

  • Coupons and discount handling on quotes
  • Manual adjustments recorded, not whispered
  • Final pricing visible before sending

Quote to subscription, once

When the customer accepts, the quote becomes a subscription — the same objects, no re-entry, no spreadsheet in between.

  • Accepted quotes hand off to subscription state
  • No duplicate data entry
  • Lifecycle starts consistent with what was sold

A quote the customer can actually open

Customers view quotes through a link — no attachments, no version confusion.

  • Customer-facing quote view
  • Portal-based accept flow
  • Plain-language line items

Audit trail on the deal

What was quoted, what was discounted, what changed — recorded for finance and future diligence.

  • Quote state history
  • Discount and adjustment audit trail
  • Records retained with the customer

CPQ over the API

Generate quotes programmatically from your sales tooling, then let operators review them in the workspace.

  • Quote objects under /api/public/v1
  • Webhooks for quote lifecycle events
  • API-first alongside the console workflow

Positioning

How Floatless fits

OptionFloatless position
Proposal documentsManual pricing, no catalog, no handoff
Enterprise CPQ platformsImplementation weight far beyond a small team
CRM-built-in quotingOften disconnected from actual billing state
FloatlessQuote, discount, and hand off to billing in one workspace

See if Floatless fits your billing workflow.

Create a free beta workspace and test the workflow with your own plans, customers, and usage.

FAQ

Common questions

Is CPQ included in Floatless?+

Yes. Quotes and CPQ workflows are part of the workspace, alongside the catalog, subscriptions, and invoicing they feed.

Can a quote become a subscription automatically?+

Accepted quotes hand off to subscription state in the same workspace, so what was sold is what bills.

Can customers accept quotes online?+

Yes. Quotes have a customer-facing view for review and acceptance through the portal flow.

Does it support usage-based components in quotes?+

Yes. Quotes can include usage-based plan components from the same catalog that meters actual usage.

How is this different from enterprise CPQ?+

Scale and weight. Floatless covers configure-price-quote for small-team deals without multi-month implementation or a dedicated admin.