cotizasimple.com

What It Is

Cotiza Simple is an online quote management application for sales teams. Its core goal is to replace spreadsheets or word processors for creating quotations. It is not limited to quote generation: it also covers the management of leads, contacts, sales opportunities, quote history, orders, and delivery documents, making it closer to a lightweight CRM + CPQ + delivery tracking tool.

Core Features and Collaboration

The product is built around the quotation workflow. Users can manage customers and contacts, create quotes for products or services, organize quote content by groups and line items, and record multi-currency pricing, exchange rates, costs, margins, discounts, and supplier information. Version management is a highlight: quotes can be copied to create new versions while preserving change history, and similar quotes can also be copied to other customers. After a deal is closed, the system provides order and delivery modules for recording related documents such as invoices and receipts, with support for partial or full delivery tracking.

For team permissions, the available materials clearly mention two roles: administrator and sales user. Administrators can view sales progress, assign opportunities, and manage system parameters, while sales users mainly handle quotations and deliveries. This should be sufficient for small sales teams, but there is no clear mention of more granular permissions, approval workflows, or audit logs.

Pricing and Deployment

The plans are fairly straightforward: 400 MXN paid monthly, a standard annual promotional price of 3500 MXN, and an extended plan at 5000 MXN/year. The standard plan includes 5GB of storage and 5 sales users, while the extended plan includes 10GB of storage and 10 sales users. Both plans allow unlimited quotes. Contracts and payment remain relatively traditional: customers need to contact the company by phone or email, sign a license and service agreement, and pay by deposit or electronic transfer. The official site says the platform is activated within 24 hours after payment, while online payment is still under development.

Pros, Cons, and Best Fit

Its strengths are a focused workflow and a clear onboarding path. It is especially suitable for small and medium-sized businesses that frequently prepare quotes for projects, services, or equipment, and that need to manage quote versions and delivery documents. The drawbacks are that public information does not disclose API availability, third-party integrations, security and compliance details, backups, or developer capabilities. Apart from importing product catalogs from Excel, there is no visible integration with accounting, ERP, CRM, or payment tools. For companies with complex sales automation requirements, it may not be open enough.

Access from China and Alternatives

Access from China is unknown. The product is aimed at the Spanish-speaking market, and payment mainly relies on bank transfers. Before adoption, companies in China should confirm network connectivity, contracting entity, currency, and invoice requirements. Comparable alternatives include Zoho CRM, HubSpot, Pipedrive, Odoo, as well as Chinese solutions such as 纷享销客, 销售易, and 简道云.