Templates, tiered pricing & discount approval — quote faster and smarter
Standardize the entire flow from customer inquiry to quote dispatch: apply standard quote templates in one click, set customer-tiered pricing, auto-route over-limit discounts for approval, convert a quote into an order in one click, and keep every historical quotation fully traceable — goodbye to manual Excel pricing and version chaos.
Quotation list, tiered pricing and discount-approval status at a glance
Complete coverage of the quoting journey, from template to order
Built-in quote templates auto-populate product, spec, unit and tax rate — apply one and the quote is ready, no more repetitive Excel formatting.
Set tiered prices and exclusive discounts by customer tier and purchase volume; the same product automatically uses the right pricing policy per customer.
Over-limit discounts auto-trigger an approval flow, routed by amount or discount rate; a quote can only be sent once approved, with a full audit trail.
Built-in multi-currency and real-time FX conversion auto-convert foreign-currency quotes to your base currency — run domestic and export business in one system.
Once the customer confirms, generate a sales order in one click; product, quantity, price and delivery date carry over automatically, with no re-keying.
Every quote and price-change record per customer is retained, with versions compared side by side, so repeat-order pricing is always evidence-based.
Flexibly adapts to different business models
Quote dozens or hundreds of SKUs at once — template + automatic tiered pricing turns out a quote in minutes.
Distributors, direct accounts and key accounts each have their own pricing — exclusive prices apply automatically by customer tier.
Big deals at low prices need multi-level sign-off — over-limit discounts auto-route for approval, keeping the price floor under control without losing the deal.
A closed loop from customer inquiry to one-click conversion
Capture the customer's inquiry → link the customer profile and tier → lock in the applicable pricing scheme
Apply a quote template, pull in tiered prices and discounts when selecting products, with multi-currency auto-conversion
Over-limit discounts auto-trigger tiered approval; the quote can only be sent once it is approved
The customer confirms the quote → a sales order is generated in one click, with price and delivery date carried over
Questions you may have
Yes. Quotes can apply tiered prices and discount rates by customer tier, with built-in multi-currency and real-time exchange-rate conversion. The same product automatically uses the right pricing policy for each customer, eliminating manual pricing errors.
Yes. Once the customer confirms the quote, a sales order is generated in one click, with product, quantity, price and delivery date carried over automatically. There is no re-keying, and the full quote-to-order trail is traceable.
Discounts beyond a user's authority automatically trigger an approval flow, routed by amount or discount rate. A quote can only be sent after approval, keeping pricing both flexible and controllable, with a complete approval record.
Yes. Every quotation and price-change record for each customer is retained and searchable by customer, product or date. Past quotes can be copied directly into a new quotation, so repeat-order pricing is fully evidence-based.
Dedicated 1-on-1 consultant service — see Sales Quotation and the full domestic sales flow in action