Quoting built on live distributor pricing, not on a spreadsheet

What a rep does in a quote

• Search the catalog (3 million+ products from 1,500+ manufacturers) and see cost and availability by distributor before choosing where to buy.
• Import a distributor quote instead of retyping it. Customers name this as a reason they chose VARCommerce.
• Bundle products with services and labour lines on one quote.
• Apply the customer's price list, margin rules or a government contract price list; the system enforces it.
• Send the quote, track its status against the opportunity, and see it in the pipeline and forecast.
• On acceptance, convert to purchase orders per distributor and a customer order in one action.

Working the quote

• Copy, version and archive. Copy a previous quote as a starting point, keep numbered versions as the deal changes, and archive quotes you no longer need in the active list.
• Structure. Headers and subtotals to group a large quote into sections, re-sequencing of line items, merging of duplicate lines, and quick bundles for the configurations you sell every week.
• Pricing. Adjust price or margin per line or across the whole quote at once; apply special pricing and deal registration and map it to the contract it belongs to; see prior sales of the same part number and what this customer paid before.
• Recurring revenue. Software maintenance, subscriptions and renewals carried as recurring lines so the renewal is quoted and invoiced on time.
• Any product. Custom catalog items for services, labour and products that are not in a distributor feed, alongside the distributor-fed catalog, with every supplier's cost shown per item.
• Product content. Tech specs, images and side-by-side product comparison from GfK Etilize content; related products suggested on the line.
• Documents. Cloud document storage on every quote and order for the manufacturer quote, the customer's PO and the signed proposal; PDF and Excel export with your print settings.
• Tax and freight. Multiple tax calculation options, including Avalara; shipping options with a freight calculator on the quote so the customer sees the delivered price.

What makes it different from a quoting-only tool

Quoting-only products (QuoteWerks, Quoter and similar) produce a good-looking quote and then hand off to whatever you use for purchasing, receiving and invoicing. VARCommerce's quote is the first state of a record that continues through procurement, orders and invoicing and inventory. That is the difference between a quoting tool and a platform that runs the transaction.

Compare with QuoteWerks →

Government contract quoting

For SEWP, CIO-CS, GSA Schedule and state contracts, the contract price list and terms are applied on the quote automatically, so a rep cannot quote outside the contract by accident. Government VARs →