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Quote with capacity and margin in view.

Extend configured quote rates with reviewable pricing rules for dates, demand, service areas, and capacity.

Dynamic pricing

Useful details.
A clearer way to work.

01

Pricing rules

Define inputs, thresholds, effective dates, and a clear order for overlapping rules.

02

Rep visibility

Show how a rule changes the quote before it reaches the customer.

03

Review and history

Retain the applied rule and require approval for restricted overrides.

THE WORKFLOW

Know what happens next.

A good workflow makes the inputs, decisions, and next action easy to follow.

  1. Review the business requirements and existing records.
  2. Configure and test the workflow in an isolated environment.
  3. Activate only after supported connections and staff review are complete.

Current availability

Planned

Current quotes support configured rates and manual service controls. Demand-based pricing automation is planned.

Confirm the scope, setup, and required integrations for your business in a product walkthrough.

Discuss this feature →
A FEW THINGS WORTH ASKING

Good questions.
Clear answers.

Ask us something else →
Is this feature available now?+

Current quotes support configured rates and manual service controls. Demand-based pricing automation is planned.

How does it fit my business?+

Bring your current workflow and must-have requirements to a walkthrough. We will review the supported records, roles, connections, and setup before agreeing an implementation scope.

YOUR NEXT CHAPTER STARTS WITH A CONVERSATION

A better view of the business.
A clearer next move.

Show us how your team works. We’ll walk through the workflows, connections, and setup that matter to your operation.

No card required to request a demo · Bring your questions