SKU / Product family
Identify commercial products consistently across price tiers and revisions.
Dealer pricebook template
Dealer pricebook template for controlled multi-channel pricing
Use this free spreadsheet-friendly CSV to inventory your product and channel pricing before adopting CPQ. It is a planning template with fictional sample rows, not a complete QuotePoint import specification.
Excel workbook + PDF guide + CSV · fictional examples · no email required
What is inside
Fields designed for real operational review.
Sales channel / Price tier
Define who is authorized to receive a price.
Effective / Expiration dates
Avoid quoting an expired or future price.
List price / Unit cost
Separate selling price and restricted cost data for margin oversight.
Approval threshold
Flag the commercial discount level where review is required.
Status / Notes
Track inactive entries, exceptions, and questions before migration.
How to use it
Turn the worksheet into an implementation-ready test.
Duplicate the sample rows for each price context
Keep the product SKU stable, but create one entry per applicable sales channel or contractual price. Record currency consistently.
Check effective dates and exceptions
Mark future or expired price entries and identify customer contracts that override the standard tier.
Separate seller-facing from restricted data
Limit access to costs, discount limits and approval notes in any shared workbook; export only what a recipient should see.
Validate against actual quotes
Test the top selling products and a handful of edge cases before migrating into a governed product library.
Important cautions before sharing or importing the worksheet.
Do not email the master file with restricted costs to dealers.
Do not treat example columns as a verified QuotePoint bulk-import format.
Do not create unrelated duplicate SKU identities for every channel.
Do not apply a discount without checking the applicable contract and approval policy.
Who can use it
Useful for the people who actually manage quoting.
Manufacturers selling direct and through dealers
Industrial distributors with contract price levels
Sales operations teams managing price changes
Channel managers aligning dealer tiers
FAQ
Before you start.
Is the template free to use?
Yes. Download the CSV, replace the fictional examples, and customize it for your organization.
Can it be imported directly into QuotePoint?
Treat it as a data-preparation template. Confirm the current QuotePoint import schema and map fields before importing.
Should one SKU have many prices?
Often yes. Use separate authorized price contexts while preserving a stable product identity.