CPQ

DISCOUNTS & TAXES

DISCOUNTS & TAXES

Add clarity and speed to one of the most error-prone parts of quoting.

You can rest assured that your quotes reflect the correct numbers as Quote Roller automatically calculates any applicable discounts and taxes so your sales reps can spend more time selling.

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A LA CARTE PRICING

Enable Quote Roller’s a la carte pricing and empower your clients to directly alter the quantity of approved items.

Giving your clients choices limits momentum-sapping negotiations and boosts your chances of getting a signature on the spot. This feature allows you to move fast while keeping the core of the deal fully intact.

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A LA CARTE PRICING
MARGIN & COST CALCULATIONS

MARGIN & COST CALCULATIONS

Skip the pricing tables and email threads, and get critical information about deal upside directly in your proposal.

Quote Roller automatically calculates your profit margin per item and per proposal before you even send it out the door. Flex pricing where appropriate and track team progress, all with no extra time spent.

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OPTIONAL ITEMS

Optional items are a no-risk way to offer extras without creating more work for sales reps or slowing deals down in the pipeline.

You can even get creative with the optional items feature, and use it to suggest add-ons and upsell where appropriate. It’s just one more way Quote Roller helps you make the most of every communication with your clients.

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OPTIONAL ITEMS