Boni Quotations

6.3easy start · #14 of 23
in Sales Quoting Software

Free to practise onnot on record
Free trialnot on record
Well documentedyes
Runs where you worknot on record

Runs on Web.

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Boni Quotations is ranked #14 of 23 in sales quoting software on The Geeks Club. It runs on Web.

Boni Quotations plans and pricing

All plans

Boni Quotations Not published Pricing depends on quote families, systems, templates, channels, and operating rules; Boni-configured onboarding docs.boni.one · 4 Oct 2026

Compared on sales quoting software

Approval workflows: Yes
Quote tracking: Yes
CRM integrations: Yes
Custom branding: Yes

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The record

Purpose: Turns complete buyer enquiries into calculated, ready-to-review quotations using a business’s approved catalog, pricing, taxes, terms, and process.
Intended customers: Boni lists MSMEs, manufacturers, distributors, service businesses, agencies, contractors, rental operators, and enterprise sales teams as intended users.
Quote Playbook: Each Quote Playbook defines required buyer information, quote families, price books, formulas, taxes, terms, discount limits, and approval owners.
AI intake: AI extracts details from enquiries, identifies missing information, and asks the questions required by the relevant Quote Playbook.
Pricing controls: Approved source data and deterministic calculation rules determine prices and taxes; missing or conflicting inputs trigger a question, hold, or human review.
Approvals and sending: The usual workflow creates a draft for review, with configured discounts, unusual terms, high-value requests, and exceptions routed for human approval.
Versions and records: Quotation drafts are calculated and versioned in Boni Accounting, while customer and opportunity context stays in Boni CRM.
Integrations: The product can use enquiries from Bow Chat, email, forms, voice workflows, CRM, Bino, or an approved integration.
Connected systems: The documented workflow connects buyer messages to Bow Chat, quote rules to Private Knowledge, approvals to Boni Tasks, and quotation drafts to Boni Accounting.
Tenant isolation: Boni states that one organization’s price books, buyer data, examples, and commercial terms do not configure another organization’s product.
Support and onboarding: Boni says it configures onboarding with the customer team and directs prospective customers to [email protected].
Availability and setup: Boni Quotations is listed as available, with rollout beginning from one defined quotation family and expanding after that workflow is reliable.
Company certification: Boni’s product page identifies Bohni Tech Private Limited and displays ISO 9001:2015 certification for its quality management system.

Where it ranks on The Geeks Club

Best Sales Quoting Software in 2026#14 of 23

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Sources

boni.one/products/quotations· checked 4 Oct 2026
docs.boni.one/quotations/overview· checked 4 Oct 2026