Quoting and margin review · Showroom demonstration

Build the quote with delivery and margin in view.

A bulk order is not always a catalogue price multiplied by a quantity. Someone may also need to work out pallet spaces, the delivery area, relevant costs and whether the proposed selling price leaves a suitable margin.

Who this is for: Wholesalers, distributors and sales teams quoting larger orders with delivery requirements.

Quote pricing

The customer needs 100 items delivered to one postcode.

When those checks sit in different files, a quote can be delayed or authorised with a cost missing. This demonstration assembles the example calculation in one place and gives the responsible person a clear approval step.

The fictional enquiry specifies a product, a quantity of 100 and a delivery postcode. The demo prepares a pallet plan and an example delivery cost, then presents the quotation for review. In the supplied example, the pallet plan is 40, 40 and 20 items.

The approver checks the order total, price per unit and displayed margin before authorising the quotation. The showroom uses fictional catalogue and delivery data. Approval does not send a real customer a quotation or contact a carrier.

Current Quote pricing interface using fictional showroom data. — Current Quote pricing showroom screen. Company names, transactions and displayed results are fictional examples. Select the image to inspect it at full size.

From the repeated task to a reviewable result

What this demonstration shows

Enter the requirements

Select the example product, order quantity and delivery postcode. Keep the inputs with the quotation.

Prepare the calculation

Bring the example product pricing and pallet plan together with the relevant delivery cost.

Review the proposed price

Inspect the order total, unit price and gross-margin calculation before accepting the quote.

Authorise the quotation

Record the local approval. The example keeps any simulated message within the fictional visit.

Practical answers

Questions your team may be asking

How do we stop delivery costs being missed from a bulk quote?

Make the delivery requirement an explicit input and include the agreed delivery cost in the review. If that cost is unknown, the quote should remain a question rather than silently assuming delivery is free. The demo uses prepared example delivery rates.

Can it calculate pallet requirements from the quantity?

The demo shows a packing plan using its fictional product data. A production calculation would need your actual packing rules, dimensions, limits and delivery assumptions. A rule that works for one catalogue item should not be applied to another without checking the relevant data.

Can we change the selling price before approval?

The demonstration includes a selling-price review alongside the cost and margin information. The responsible person can judge the commercial offer before authorising it. Live permissions and any minimum-margin policy would be defined for your own process.

Does quote automation remove the salesperson’s judgement?

No. It can assemble the repeated calculation, while the salesperson or approver decides what offer makes sense for the customer. Unusual quantities, special delivery requirements, uncertain costs and negotiated terms still need a clear review route.

Can it use the catalogue and carrier data we already have?

That is something to assess during discovery. Check where product costs, packing rules and delivery rates live, and how current data can be read. The showroom simulates those sources; it is not evidence that a particular inventory or carrier connection is already installed.

What if a cost or delivery rate changes after the quote is prepared?

A production workflow should record the cost basis and recheck the relevant data when required by the quoting policy. Keep the authorised quote version identifiable. If a rate has expired or a required input changes, route the quotation back for review.

How is this different from order profitability?

Quote pricing checks the proposed offer before the customer buys. Order profitability reviews the revenue and costs attributed to the completed order. Comparing the two can be useful, but a forecast quote margin should not be presented as the final realised result.

Your business and existing tools

Where this could fit

We would start with one common quotation and the rules the team currently applies. Quote automation explains how a quoting project is scoped, while the bespoke quote automation case study describes related completed work. Use services and pricing to understand the service offer before judging the cost against the recurring quoting workload.

WeekFound starts by looking at the repeated work, the time the team spends on it and the mistakes that need correcting. The aim is to give the existing team more capacity as the business grows.

What still needs a person?

A person authorises the selling price and unusual commercial terms. Missing cost data, exceptions to packing rules and special delivery requests should remain visible.

How would you judge the value?

Compare time spent gathering inputs, preparing calculations and correcting quotes. Check the resulting calculations against manually reviewed examples. Count approval time and exceptions when assessing the capacity returned.

Start with one useful piece of work

Show us one quote your team calculates repeatedly.

Tell us how the task works today, where it gets stuck and what a correct result needs to look like. We can then assess the work, the source data and the review points before agreeing a suitable approach. Essential work should retain a usable manual fallback if an automation or source system changes.

Discuss this workflow