Getting started with QuoteCloud

Quotes and price offers for distributors and resellers

Configured product quotes for your customers, and one dealer price offer sent to every reseller, each signed online.

Distributors use QuoteCloud to quote configured products from manufacturers' price lists in their own product catalogue, with options the customer ticks. B2B manufacturers bulk-send one dealer price offer to their resellers (Essentials and up), each personalised, with the terms and an expiry date, and see who opened and accepted it.

A sample 2027 dealer price offer from a fictional manufacturer, Corlett Shelving Systems, with three dealer levels (Stockist 22%, Partner 28% and Premier 33% off list) and an expiry date, bulk-sent from one template as personalised copies to 24 resellers. Five copies fan out on a rail, each with the reseller's name and level, and their status moves from Sent to Opened to Accepted in turn: Northfield Office & Storage and Kestrel Storage Co. accept, Bayline Fit-outs and Redgum Workplace Supply open theirs, and Harlow Storage Solutions hasn't opened it yet.

One dealer offer, sent to the whole channel

Corlett writes its 2027 dealer offer once, as a template: the levels, the pricing rule, ordering terms and the date the offer ends. Bulk send turns it into a personalised copy for every reseller on the list, each addressed to them and signed by them.

The bulk-send screen shows each reseller's status, sent, opened or accepted, and the comments they leave, so the channel manager knows who to call this week.

  • One template, one personalised copy per reseller
  • Each reseller signs their own copy
  • Sent, opened and accepted per recipient
  • An expiry date on the offer; nothing renews by itself

Bulk send: Essentials and up, volume-based costs

How bulk send works
Bulk send · CS-D-2027Corlett Shelving Systems Sample data
2027 dealer pricing and terms2027 dealer price offer 4 personalised copiesResellers and fit-out partners · 24 recipients
  • Northfield Office & Storageorders@northfield.example.com AcceptedSigned Tue 20 Oct
  • Bayline Fit-outsjo@bayline.example.com OpenedOpened Tue 20 Oct
  • Redgum Workplace Supplybuying@redgum.example.com OpenedLeft a comment
  • Harlow Storage Solutionsharlow@example.com SentSent Mon 19 Oct
Sent
4
Opened
3
Accepted
1

Three documents a channel business sends

A distributor's configured quote to its customer, then a manufacturer's dealer offer and the net price list inside it. Sample documents from fictional businesses.

Brennick Industrial SupplyQuote · configured equipment BI-Q-5520 Sample · fictional business

Your pump sets

Your pump sets
ItemQtyRateAmount
Motor · choose one (2 sets: duty and standby)
2 sets $6,840.00 $13,680.00
2 sets $8,210.00 $16,420.00
Options · tick to add
2 ea $1,960.00 $3,920.00
2 ea $780.00 $1,560.00
1 day $1,200.00 $1,200.00
Delivery
Delivery to siteTail-lift truck, metro
1 trip $380.00 $380.00
Subtotal
$19,180.00
Tax 10%
$1,918.00
Total
$21,098.00

Accept the quote

Peter Ngata · Maintenance planner

Signed online · Thu 22 Oct, 3:30 pm

Order details

Account
30-day terms
PO
CWS-31884
Delivery
Week of 16 Nov

Certificate of authenticity and audit trail attached

Close-up of dark metal gears and a shaft

A pump set, configured from the supplier's list

Brennick quotes two pump sets from the manufacturer's 2026-B price list in its own price book: the motor as a single choice, drives and commissioning to tick, delivery as a line. An account customer, so the summary carries their PO and terms instead of a payment.

  • Motor size as a single choice
  • Options the customer ticks
  • Account customers: no payment on signing
Corlett Shelving SystemsDealer price offer CS-D-2027 Sample · fictional business

Dealer terms

Starts1 Jan 2027
Expires31 Dec 2027
  1. Dealer levelsStockist 22% off list (to $60,000 a year), Partner 28% ($60,000 to $200,000), Premier 33% (over $200,000). Your 2026 purchases put you on Partner.
  2. Pricing2027 list less your dealer level, held for the year unless steel moves more than 8%.
  3. OrdersEach order on your own PO; made to order, 15 working days.
  4. ExpiryThis offer ends on 31 December 2027. A new offer is sent for 2028; nothing renews by itself.

Accept the 2027 dealer terms

Ruth Calloway · Director, Northfield Office & Storage

Signed online · Tue 20 Oct, 1:15 pm

Your 2027 terms

Level
Partner · 28% off list
Term
1 Jan to 31 Dec 2027
Expires
31 Dec 2027

Certificate of authenticity and audit trail attached

Pallets of cartons on warehouse racking

Dealer levels and terms, signed for the year

Corlett's 2027 terms: the three dealer levels, pricing held for the year unless steel moves, ordering on the reseller's own PO, and the date the offer ends. Northfield signed it the day after it arrived.

  • Dealer levels written as terms
  • A term with an end date
  • A new offer next year; nothing renews by itself
Blanket & annual supply agreements
Corlett Shelving SystemsDealer price offer CS-D-2027 Sample · fictional business

Your 2027 net prices

  • Stockist · 22% offto $60,000 a year
  • Partner · 28% off$60,000 to $200,000Your level
  • Premier · 33% offover $200,000
Your 2027 net prices: list and net prices at Partner level
ItemListYour net
Boltless bay, 900 × 450 × 2100, 5 shelvesCS-B900$389.00$280.08
Boltless bay, 1200 × 600 × 2100, 5 shelvesCS-B1200$512.00$368.64
Add-on bay, 1200 × 600 × 2100CS-A1200$341.00$245.52
Longspan bay, 1800 × 600 × 2400CS-LS1800$864.00$622.08
Mesh shelf insert, 1200 × 600CS-MESH$64.50$46.44

2027 list less your dealer level, ex tax, made to order. Corlett's own price list, typed into the offer; each order goes on your own PO.

A pile of plain cardboard cartons sealed with blue tape

The reseller's net prices, to the cent

The offer carries Northfield's own net prices at its Partner level: list price, struck through, beside the net. Corlett's channel team writes the list into each level's template; QuoteCloud doesn't apply price lists per customer by rule.

  • Their level highlighted
  • List and net side by side
  • Typed from your own price list

Every supplier's price list in one price book

Distributors quote from manufacturers' price lists that change every year. Import each new list from the supplier's CSV into your product catalogue, map its columns, and keep it as its own category: Pumps · list 2026-B.

Set last year's items to Inactive so nobody quotes them, and your team still sees cost and margin on every line. QuoteCloud has no live supplier price feed and doesn't check stock.

  • CSV import with column mapping and checks
  • A category per supplier price list
  • Active, Draft and Inactive items
  • Cost and margin for your team only

Product catalogue and CSV import: Essentials and up

Price book, SKUs & CSV import
Price book · Brennick Industrial SupplyBrennick Industrial Supply Sample data
  • All
  • Pumps · list 2026-B
  • Drives
  • Valves
  • Services

CSV import 1,284 products imported from supplier-list-2026-B.csv

ProductPriceUnitCostMarginStatus
End-suction pump set, 7.5 kW IE3PS-E75 · Pumps · list 2026-B $6,840 per set $5,130 25% Active
End-suction pump set, 11 kW IE4PS-E110 · Pumps · list 2026-B $8,210 per set $6,160 25% Active
Stainless impeller upgradePS-IMP-SS · Pumps · list 2026-B $780 per set $560 28% Active
Variable speed drive, 7.5 kWDR-VSD75 · Drives $1,960 each $1,420 28% Active
Butterfly valve, DN150VL-BF150 · Valves $645 each $470 27% Active
Commissioning on siteSV-COM · Services $1,200 per day $700 42% Active
End-suction pump set, 5.5 kW (list 2026-A)PS-E55-A · Pumps · list 2026-A $6,120 per set $4,590 25% Inactive

Cost and margin are for your team only: they never appear in the client's document

Send next year's dealer pricing from QuoteCloud

Free for 14 days, no credit card required. Send us your dealer offer or distributor quote and we'll convert one template for you during the trial.

Dealer offers

New pricing out to every reseller on the same day

One template, personalised for each reseller and signed back as the terms they trade on. Your channel team sees who has accepted, and who to call.

A dealer offer to your channel in five steps

How a manufacturer sends next year's pricing and terms to every reseller.

  1. Write the offer once

    Dealer levels, pricing, ordering terms and the end date in one template.

  2. Add the price list

    Each level's net prices, from your own price book.

  3. Load the reseller list

    Your resellers and their contacts, for a personalised copy each.

  4. Bulk send

    Every reseller gets their own copy to read, comment on and sign.

  5. Follow up the quiet ones

    Sent, opened and accepted per reseller tells you who to call.

Distributor and reseller questions, answered

Can we send one dealer price offer to all our resellers?

Yes. Bulk send on the Essentials plan and above turns one template into a personalised copy for each reseller on your list. Each reseller reads, comments on and signs their own copy, and you see who has been sent, opened or accepted it. Bulk send has volume-based costs.

Can each reseller see their own net prices?

Yes, written into their offer: their dealer level and a net price list as a table in the document. QuoteCloud doesn't apply price lists per customer or level by rule, so keep a template per level, or set the level and prices in each copy before you send.

Can a distributor quote from a manufacturer's price list?

Yes. Import the supplier's list from a CSV into your product catalogue, mapping its columns, and keep it as its own category. Set superseded items to Inactive. QuoteCloud has no live supplier price feed: you import each new list when it arrives.

Does QuoteCloud check stock or availability?

No. QuoteCloud doesn't connect to stock levels or check availability. Write lead times into each line's note or the quote's terms, and confirm stock in your own system before you send.

Do dealer terms renew automatically?

No. Give the offer an end date and use expiry dates and the Expiring Soon filter to see what's ending. Next year's terms go out as a new offer for resellers to sign; nothing renews by itself.

More questions from manufacturers

More for manufacturers

Every page of the QuoteCloud manufacturing microsite, from the RFQ to the supply agreement.

Your channel's new pricing, signed

Free for 14 days. No credit card required.