Channel pricebook management
Replace scattered spreadsheets with governed products, channel pricing, costs, effective dates, and import history.
14-day trial · no card required
Manufacturing CPQ softwarewithout enterprise overhead.
Configure complex products, control channel pricing, automate margin approvals, and create accurate customer quotes in one governed system.
QuotePoint is configure, price, quote software built for manufacturers and distributors selling through direct, dealer, contract, and government channels.
Prefer a guided evaluation? Request a walkthrough. Built for equipment manufacturers, industrial distributors, dealer networks, and teams replacing spreadsheet-based quoting.
Build quote
Direct sales · Standard equipment
Production system
Apex 5200
$28,400
✓ Required accessories satisfied
Finishing module
ProStack S4
$6,900
Installation
Standard delivery
$1,250
Quote summary
- List price
- $36,550
- Discount
- 5.0%
- Approval
- Not required
Customer total
$34,722.50Prepare quote
Rules checked automatically
Pricing, compatibility, quantity, and approval policies stay connected.
Controlled quoting for physical-product companies with multiple products, prices, rules, and sales channels.
Built for complex product sales
Start with the part of quoting that is hardest to control.
Whether you are replacing spreadsheet pricebooks, controlling dealer pricing, configuring equipment, or routing margin exceptions, QuotePoint keeps the rules behind every quote connected.
Manufacturing CPQ
Configure equipment, accessories, pricing, approvals, and quotes.
Explore solutionCPQ for Distributors
Control pricing and quoting across direct and indirect sales channels.
Explore solutionPricebook Management
Replace scattered spreadsheets with one governed commercial catalog.
Explore solutionProduct Configuration
Guide sellers toward valid products, bundles, and required options.
Explore solutionQuote Approvals
Automate discount and margin exceptions before they reach customers.
Explore solutionDealer Quoting
Give partners controlled access to authorized products, pricing, and customers.
Explore solutionEquipment Manufacturers
Configure machines, required accessories, dealer pricing, approvals, and quotes.
Explore solutionPractical CPQ guides
Use the buying process to understand the operating model.
Research the workflow before you buy the software.
Commercial CPQ by industry
Quoting gets complicated in different ways across physical-product industries.
Explore example workflows for distributor pricing, material handling equipment, and pump/valve sales. Each guide makes clear where commercial CPQ ends and engineering or ERP systems begin.
Industrial distributors
Multiple catalogs, contract pricing and approvals
Explore verticalMaterial handling equipment
Dealer prices, accessories and machinery packages
Explore verticalPumps, valves & fluid handling
Specialist-selected SKUs and commercial quoting
Explore verticalHVAC equipment distributors
Contractor pricebooks and equipment packages
Explore verticalElectrical equipment distributors
OEM and reseller price levels for electrical products
Explore verticalBuilt for your industry
See how governed quoting works in real equipment sales.
Explore specific commercial workflows and practical quote checklists for configurable equipment. The examples use fictional businesses and clearly separate commercial quoting from engineering validation.
The gap QuotePoint closes
More control than proposal software. Less overhead than enterprise CPQ.
QuotePoint is built for companies that need configuration, pricing, approvals, and partner control to work together without turning quoting into a multi-year systems program.
A real product and pricing source of truth
Rules that prevent invalid configurations
Approvals tied to commercial policy
Dealer and channel boundaries that carry into quoting
Customer-ready output without rebuilding the quote somewhere else
Core capabilities
Everything behind the quote stays connected.
QuotePoint treats configuration, pricing, approval, and customer output as one workflow rather than separate tools.
Product configuration and guided selling
Guide sellers through compatible products, required accessories, quantity rules, and blocking validations.
Margin and discount approvals
Route exceptions using discount, margin, product, channel, and quote-value policies.
Customer-ready quote documents
Create branded documents, share a customer portal, collect acceptance and signatures, and convert to an order.
From product data to signed order
One commercial workflow, five connected stages.
01
Pricebook control
Products, channels, costs, and effective pricing stay governed in one source of truth.
Every seller starts from the right price.02
Guided configuration
Requirements, bundles, compatibility checks, and quantity rules guide every configuration.
Invalid combinations never reach the customer.03
Commercial control
Margins, overrides, and approval policies are applied before an exception moves forward.
Commercial policy becomes part of the workflow.04
Customer workflow
Branded documents, a customer portal, acceptance, and signatures carry the deal forward.
The quote is ready to buy, not just ready to view.05
Partner operations
Dealer organizations, permissions, customers, and orders work from the same controlled system.
Direct and partner sales stay aligned.Compare the operating models
Choose the level of control your quote actually needs.
| Capability | Spreadsheets | Proposal software | Enterprise CPQ | QuotePoint |
|---|---|---|---|---|
| Controlled pricebooks | Manual | Limited | Yes | Yes |
| Product compatibility rules | Manual | Usually no | Yes | Yes |
| Channel-specific pricing | Manual | Limited | Yes | Yes |
| Margin and discount approvals | Basic | Advanced | Policy-based | |
| Customer-ready documents | Manual | Strong | Strong | Strong |
| Implementation burden | Internal labor | Low | High | Focused |
Controlled pricebooks
- Spreadsheets
- Manual
- Proposal software
- Limited
- Enterprise CPQ
- Yes
- QuotePoint
- Yes
Product compatibility rules
- Spreadsheets
- Manual
- Proposal software
- Usually no
- Enterprise CPQ
- Yes
- QuotePoint
- Yes
Channel-specific pricing
- Spreadsheets
- Manual
- Proposal software
- Limited
- Enterprise CPQ
- Yes
- QuotePoint
- Yes
Margin and discount approvals
- Spreadsheets
- Proposal software
- Basic
- Enterprise CPQ
- Advanced
- QuotePoint
- Policy-based
Customer-ready documents
- Spreadsheets
- Manual
- Proposal software
- Strong
- Enterprise CPQ
- Strong
- QuotePoint
- Strong
Implementation burden
- Spreadsheets
- Internal labor
- Proposal software
- Low
- Enterprise CPQ
- High
- QuotePoint
- Focused
Ideal customer
Built for companies where quoting has become operational infrastructure.
If the quote depends on product relationships, multiple price levels, approvals, partner access, or margin rules, QuotePoint is designed for that complexity.
Equipment manufacturers and distributors
Multiple direct, dealer, contract, or government price levels
Products with accessories, dependencies, or compatibility rules
Quotes still assembled in spreadsheets, Word files, or static PDFs
Teams priced out of enterprise CPQ
Self-service trial
Build a real QuotePoint workspace in minutes.
Create an isolated production workspace, load a catalog, create sales channels and pricing, build a test quote, and connect HubSpot when you are ready. No card is required for the 14-day trial.
Start free trialCreate your own isolated workspace
Guided onboarding to the first valid quote
Invite teammates and assign workspace roles
Connect HubSpot from the same workspace
Keep data available in read-only mode if the trial ends
Founding design partners
Prefer to evaluate QuotePoint with us?
For companies with complex catalogs, dealer networks, or migration requirements, a guided design-partner evaluation can still help validate the workflow before broader rollout.
Review the current quoting process together
Map catalog, pricing, and configuration rules
Validate HubSpot or CRM handoff
Identify approval and dealer governance requirements
Frequently asked questions
What buyers usually want to know first.
What is CPQ software?+
CPQ stands for configure, price, quote. CPQ software helps sales teams select valid products, apply the correct pricing, route exceptions for approval, and produce accurate customer quotes.
How is QuotePoint different from proposal software?+
Proposal software primarily formats and sends documents. QuotePoint governs what can be configured, which price applies, whether approval is required, and what ultimately reaches the quote.
Is QuotePoint built for manufacturers?+
Yes. QuotePoint is designed for manufacturers and distributors selling equipment, systems, accessories, bundles, and other configurable physical products.
Can QuotePoint manage dealer and distributor pricing?+
Yes. Products, price levels, permissions, customers, and quoting access can be controlled by direct, dealer, contract, government, or other sales channels.
Can QuotePoint replace spreadsheet pricebooks?+
QuotePoint centralizes product records, channel prices, costs, effective dates, import history, and configuration rules so teams no longer need to assemble quotes from disconnected spreadsheets.
Does QuotePoint replace our CRM or ERP?+
Not necessarily. QuotePoint is focused on the controlled configuration and quoting workflow. It can complement the systems a company already uses rather than forcing a full revenue-platform replacement.
Request a walkthrough
Show us the quote your current process struggles with.
We will focus the conversation on your catalog, pricing, channels, approval rules, and the handoffs that currently create risk or rework.