01
Select the base product
The seller begins with the commercial product the customer actually wants instead of manually assembling a BOM from a catalog.
Product configuration software
Product configuration software with quoting rules built in
Product configuration is most useful when it stays connected to pricing and quoting. QuotePoint helps sellers build valid commercial configurations without forcing every rep to memorize the product catalog.
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 tourSAMPLE MANUFACTURING QUOTE
Acme Manufacturing · Q-250417
01
Configure
Required products + rules
02
Price
Channel + customer context
03
Approve
Margin + exception policy
04
Quote
Customer-ready output
Configuration example
Turn product knowledge into rules the seller can actually use.
Imagine a base machine that requires a finishing module, permits one of two feeders, and needs two installation kits when quantity exceeds one. Those relationships should be enforced while the quote is being built, not discovered in order review.
02
Add required components
Required accessories appear automatically and quantity relationships follow the selected parent product.
03
Resolve choices and conflicts
The seller chooses from valid alternatives while blocking rules prevent incompatible combinations.
04
Carry configuration into pricing
The validated line items immediately use the correct channel pricing and continue into approval and quote output without re-entry.
Operator note
Configuration software becomes materially more useful when the rules are connected to the pricebook and quote. Otherwise the seller can create a technically valid configuration and still produce the wrong commercial result.
Configuration errors happen when product knowledge is separate from the quote workflow.
Required accessories are easy to miss.
Some products or options cannot be sold together.
Quantities may depend on another selection.
Bundles and requirements are difficult to communicate consistently.
A technically valid configuration may still violate pricing or approval policy.
How QuotePoint approaches it
01
Model required products and dependencies
Define product requirements so the seller is guided toward the components needed for a valid solution.
02
Block incompatible combinations
Validation rules can prevent known conflicts from moving forward rather than relying on post-quote review.
03
Use bundles and quantity rules
Represent repeatable product groupings and quantity relationships while keeping individual products governed in the catalog.
04
Connect configuration to price and approval
A valid configuration flows directly into the authorized pricing, margin, approval, document, and order path instead of being re-entered elsewhere.
Who this is for
A strong fit when these conditions are familiar.
Equipment with required accessories
Modular product systems
Products with compatibility constraints
Sales teams dependent on product experts
Manufacturers building quotes manually from catalogs
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