Dealer quoting software

Dealer CPQ and quoting software that keeps partners inside the rules

QuotePoint gives manufacturers and distributors a controlled way to extend quoting to dealers without handing every partner the same pricebook, product catalog, or administrative access.

Product proof

See the rules behind the quote, not just another proposal template.

The interactive tour uses sample manufacturing data to show how QuotePoint connects configuration, channel pricing, margin policy, approvals, and customer-ready output.

Open the ungated product tour

SAMPLE MANUFACTURING QUOTE

Acme Manufacturing · Q-250417

Configuration valid

01

Configure

Required products + rules

02

Price

Channel + customer context

03

Approve

Margin + exception policy

04

Quote

Customer-ready output

Dealer quoting workflow

Replace emailed dealer pricebooks with controlled access to the live commercial rules.

A dealer should not need an internal admin login, a monthly spreadsheet attachment, or tribal knowledge to create a valid quote. They need access to exactly the products, prices, customers, and rules they are authorized to use.

01

Authorize the dealer organization

Users belong to a dealer organization with explicit permissions and allowed sales channels.

02

Expose the right catalog and price level

Partner-specific product access and pricing replace static files that become stale as soon as they are distributed.

03

Apply the same product rules

Required accessories, compatibility checks, quantities, and configuration logic remain consistent across direct and dealer quotes.

04

Preserve partner context

Customer, dealer, quote, acceptance, and order history stay connected instead of being reconstructed after the sale.

Operator note

Dealer enablement works best when the manufacturer or distributor governs the commercial rules centrally while the partner can quote independently inside those boundaries.

Dealer quoting breaks down when partner access is managed by files instead of policy.

Dealers receive stale price lists or product files.

Different partners may have different authorized products or price levels.

Manufacturer rules are difficult to enforce once quoting happens outside the system.

Customer information and quote history become fragmented.

Order handoff loses the context behind the original quote.

How QuotePoint approaches it

01

Create a controlled dealer workspace

Organize dealer companies, users, customers, and permissions without exposing internal administrative or cost data.

02

Apply the right catalog and pricing context

Control which products and prices a dealer can use rather than relying on manually distributed spreadsheets.

03

Keep configuration rules consistent

Required products, compatibility logic, quantities, and other commercial rules can remain the same whether a quote is created internally or by an authorized partner.

04

Connect dealer quotes to orders

Preserve partner, customer, quote, and product context through acceptance and downstream order workflows.

Who this is for

A strong fit when these conditions are familiar.

Manufacturers with independent dealers

Distributors managing reseller networks

Franchise or territory-based selling models

Companies with partner-specific price levels

Teams that currently email dealer pricebooks