Quoting is no longer just a sales tool—it’s a competitive advantage.
Whether you’re quoting new or used equipment, calculating quotes for parts and labor in service jobs, or drafting long-term service contracts, Texada’s integrated quoting solutions are built to support the way Caterpillar dealers operate.
With Equipment Quoting, Parts & Service Quoting, and Service Agreement Quoting, your team can produce fast, accurate quotes that align with CAT’s standards—helping you respond quickly to customer requests, avoid costly quoting errors, and win more business, all while working seamlessly with your Texada Equipment CRM or Dynamics CRM solution.
Build standard packages, and pull in standard jobs, and apply customer discounts—all with just a few clicks.
Create quotes using CAT price lists and real-time local data so what the customer sees is always current and error-free.
Easily convert parts & service quotes into work orders to eliminate double-entry and keep jobs moving forward.
Autopopulate contracts, collect signatures, and automatically store documents with a native* DocuSign integration.
*Only available in Equipment Quoting
Texada Intelligence gives your team its time back by generating polished emails that summarize quote details and are ready to send in seconds.
Quotes automatically sync with your Equipment CRM or Dynamics CRM system, providing full visibility into quote activity alongside your sales pipeline.
Texada’s Equipment Quoting solution enables CAT dealers to generate fast, accurate, and professional quotes by pulling real-time pricing from ERP and CAT systems, automating calculations, and ensuring consistency with pre-approved templates.
With centralized quote visibility, built-in collaboration tools, and e-signature capabilities, your team can respond faster, protect margins, and deliver a seamless, customer-focused experience that drives revenue and trust.
Speed up quoting and boost revenue with Texada’s user-friendly templates and standardized jobs with parts lists—equipping your sales team to create accurate, consistent quotes faster.
With full visibility into quote activity, seamless integration with your CRM, and real-time access to customer and equipment data, your team can track progress, make smarter decisions, and close deals sooner.
With Texada’s Service Agreement Quoting, your team can quote an entire fleetin minutes and generate preventative maintenance contracts in just a few clicks.
By cutting down on the admin time, your team can get the quote in the customers’ hands faster than ever and dedicate their time to what they do best– closing deals.
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