Supplier prices. Ready to quote.
When a quote needs a supplier price, the agent checks the source you use, matches the item and unit, and brings the result into your quoting workflow. Your rules determine how costs turn into selling prices.
- Request24 fittings needed
- Supplier result$72 per case · 12 per case
- Cost carried into quoting2 cases · $144 cost
Read this example
- Request
- 24 units of a fitting. The item has no current cost in the internal price book.
- Supplier result
- The configured portal shows $72 for a case of 12 for the matching manufacturer part number.
- Cost carried into quoting
- Two cases cost $144 before freight. The quote uses the business’s own markup and charges.
Sound familiar?
For teams checking known supplier portals for missing or current costs before they can finish a quote.
Bring the right supplier cost into the quote
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Choose the source
Specify the internal price list or supplier portal your team uses and when the workflow should move to another configured source.
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Match part and unit
Check the supplier item identifier, package size and price basis. Convert cases, lengths or other supplier units to the unit used in the quote.
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Record and apply
Carry the source, date and unit cost into the quote record. Apply your markup, minimums and freight rules in the quoting system.
What changes for your team
Your supplier sources
Check the portals and price lists you specify using the account access you provide.
Matching units
Carry package size and price basis into the calculation, so case prices and unit prices are handled correctly.
Costs ready for pricing
Record the supplier cost and lookup date, then apply your selling-price and freight rules.
Common questions
Can the agent look up our account pricing?
It can use the configured supplier portal with the access you provide. Test the account, permissions and item lookup for your workflow.
What if the price is stale or unavailable?
Set an effective-date or freshness rule and a fallback source. If neither source provides a current cost, the workflow can request it before pricing that line.
Can we trace where a quote’s cost came from?
Configure the quote record to retain the supplier, item, unit, lookup date and cost used.
Connect the next step
One quoting process can span several workflows. Explore the parts that fit yours.
Your next quote. Already handled.
From the first request to the finished quote, in the software you already use.
no new system. no integrations. ↗