---
canonical: "https://www.softatlas.io/panora/products/quote-management"
name: "Quote Management"
provider: "Panora"
category: "Sales / CPQ (Configure Price Quote) / Quote Generation"
review_count: 0
ai_powered: true
launched: 2026
website: "https://www.panora.co/en/solutions/collecte-cotation"
updated: "2026-09-14"
---

# Quote Management

By [Panora](/panora.md)

Launch quote requests directly from Panora, streamlining the process for insurance brokers.

## Features
- Launch quote requests directly from Panora
- Upload policy documents and let AI extract and structure key coverage terms
- Automatically generate and send a checklist of required documents to clients
- Track submission progress in real-time with automated document intake and review
- Prepare and submit structured quote requests via carrier portals
- Consolidate carrier responses and quotes for side-by-side comparison
- Synchronize emails automatically, linking conversations and attachments to case files
- Send pre-built reminders to accelerate outstanding responses from carriers

## Built for
SALES

Source: https://www.softatlas.io/panora/products/quote-management