Your price book, imported and kept in your quotes
Machine rates, finishes, materials, parts and one-off charges in one catalogue with SKUs, costs and margins.
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- Building QuoteCloud since 2013
Manufacturers load their price book into QuoteCloud's product catalogue from a CSV export, with SKUs, categories, prices and costs, then add lines to quotes from it; margins are calculated and hidden from the buyer. Products can be Active, Draft or Inactive, and catalogue access is set by role. Essentials and up.
A sample price book in QuoteCloud's product catalogue for a fictional job shop, Tessmore Engineering, after 412 products were imported from a CSV file. It lists SKU, name, category, price, unit, cost, margin and status: 3-axis CNC machining at $145 an hour, 5-axis at $210 an hour, black anodise and black powder coat per 100 parts, 6061-T6 bar and plate per kg, fixtures and soft jaws and CAM programming per part number, and a first article inspection report in Draft.
From your ERP export to the catalogue, column by column
Your item master already lives somewhere: the ERP, a costing spreadsheet, last year's price list. Export it as a CSV, map each column to a catalogue field, and QuoteCloud checks every row before anything is imported.
Item code becomes SKU, the description the name, the group the category, the sell price and the standard cost come across as they are. Rows that need a look are set to Draft rather than going live with a gap.
- Column mapping and validation before the import
- SKUs, categories and subcategories, price and cost
- Draft, Active and Inactive statuses
- Bulk select, duplicate, draft or delete afterwards
Product catalogue and CSV import: Essentials and up
| Column in your file | Catalogue field | First row |
|---|---|---|
ItemCode | SKU | NR-FIX |
Description | Name | Fixtures & soft jaws |
Group | Category | One-off |
SellPrice | Price | 1450.00 |
StdCost | Cost | 900.00 |
412 products ready to importNo errors · 3 rows will be set to Draft
Exported from your ERP as a CSV. QuoteCloud doesn't read your ERP's stock or availability.
How a manufacturer's price book is laid out
One catalogue, organised the way your estimators already think about a job. The units are yours: QuoteCloud just keeps the price and cost against them.
Machine rates
3-axis, 5-axis, turning, laser and press brake, each priced per hour with its cost, so a part is built up from the time it takes.
Finishes
Anodise, powder coat, passivation and plating per 100 parts or per batch, in their own category so they're quick to find.
Materials
Bar, plate, sheet and resin per kg or per length, with the cost you last paid. Refresh them from a new export when prices move.
One-off charges
Fixtures, soft jaws, CAM programming, moulds, plates and formes per part number, so tooling always lands on its own line.
Quality and documents
First article reports, material certificates and dimensional reports as products, so they're priced the same on every quote.
Packing and delivery
Cartons, pallets and metro delivery as their own lines. Freight terms stay in the quote as your own content.
Priced from the book, margin in the team's view only
In the quote, your estimator searches the catalogue and adds the lines: the machining, the finish, the fixtures and the CAM programming arrive with their prices and costs. Prices can still be edited on the quote when a job needs it.
Cost and margin go with them, visible to your team and never to the buyer. Tick an option on the right and the cost, the margin and the quote total follow.
- Search the catalogue inside the quote
- Several products added in one go
- Costs and margins hidden from the customer
- Catalogue access set by role, categories by team
Essentials and up
Discount approvals & hidden marginsYour quote · QR-220, Rev B
Lead time 5 weeks after PO and first-article sign-off
| Quantity | Unit price | Lead time |
|---|---|---|
| 100+ | $27.20 | 4 wks |
| 250+ | $23.26 | 4 wks |
| 500+ Quoted | $20.31 | 5 wks |
| 1,000+ | $18.10 | 6 wks |
| One-off · tooling & NRE | |
|---|---|
| Fixtures & soft jawsOne-off · kept for repeat orders | $1,450.00 |
| CAM programming & setupOne-off · includes first-off approval | $680.00 |
| Options · tick to add | |
| $420.00 | |
| $1,150.00 | |
- Subtotal
- $12,705.00
- Tax 10%
- $1,270.50
- Total
- $13,975.50
- Tooling paid on signing Fixed amount: one-off lines + tax
- $2,343.00
Team view only · cost $8,520.00 · margin 32.9%
Import your price book in the trial
Free for 14 days, no credit card required. Bring a CSV export of your item master and quote from it the same day.
One price book, instead of three
Where prices live today in most shops, and where they live once QuoteCloud is set up.
Import your price book in five steps
Most of the work is deciding categories. The import itself takes minutes.
Export a CSV
From your ERP, MRP or costing spreadsheet: item code, description, group, sell price and cost.
Choose categories
Machining, finishes, materials, one-off and services, with subcategories where they help.
Map and check
Map each column to a catalogue field and let the validation flag rows that need a look.
Import and tidy
Import, then set anything unfinished to Draft and anything superseded to Inactive.
Set who sees what
Assign categories to teams and set catalogue permissions by role.
Price book questions
Can we import our price book from a CSV file?
Yes. Export your items from your ERP, MRP or spreadsheet as a CSV, map each column to a catalogue field such as SKU, name, category, price and cost, and QuoteCloud validates the rows before importing them. The product catalogue and CSV import are on Essentials and above.
Does the price book stay in sync with our ERP?
Not by itself. There is no live price link to an ERP. After a price review, export again and import the updated file, or use the Zapier product actions or the API to create products if your ERP can send them. Mark superseded items Inactive so estimators don't quote them.
Can our customers see our costs or margins?
No. Each product holds a price and a cost, and QuoteCloud calculates the margin. Cost and margin are visible to your team in the catalogue and in the price table's hidden columns, and never shown to the customer in the quote they read.
Does QuoteCloud show stock levels or apply quantity breaks?
No. QuoteCloud doesn't check inventory or availability and doesn't take supplier price feeds. Quantity breaks are your own pricing, shown in the quote as a table or as alternative rows the buyer picks from; they aren't applied to products by rule.
Can we control who sees and edits the price book?
Yes. Catalogue permissions are set by role, and product categories can be assigned to teams, so a distributor team sees only its own ranges. Products can be Active, Draft or Inactive, so new items stay out of quotes until they're priced. Custom roles and teams are on Essentials and above.
More for manufacturers
Every page of the QuoteCloud manufacturing microsite.
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Discount approvals & hidden marginsQuotes over a discount or a total value go to a manager first, and cost and margin stay in your team's view only.Explore
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ERP, MRP, CRM & accounting connectionsAccepted quotes to your ERP or MRP through Zapier, Make or the API, your CRM and your accounting software.Explore
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Quantity breaks, tooling & NREPrice breaks shown as a table or as alternative rows the buyer picks, with tooling, fixtures and programming as one-off lines.Explore
- RFQ responses & part quotesAnswer the RFQ part by part: material and finish, quantity, unit price, lead time, freight terms and an expiry date on the quote.
- Configured product & equipment quotesMachines and equipment with options and add-ons as optional items, spares the buyer sets the quantity of, and a build schedule.
- Drawings, specifications & marked-up imagesThe customer's drawing attached as a PDF or placed as an image and marked up, with your assumptions and exceptions beside it.
- Distributor & reseller quotesConfigured product quotes for distributors, reseller price offers bulk-sent from one template, and dealer terms in the agreement.
- PO acceptance, two signers & tooling depositsThe buyer's PO number in the accepted quote, engineering and procurement both signing, and the tooling paid on signing.
- Blanket & annual supply agreementsAnnual pricing, scheduled releases shown as repeating charges, terms and an expiry date, signed once for the year.
- Manufacturing templatesReal QuoteCloud templates for manufacturing proposals, services agreements, work orders, QA plans and price quotes.
- QuoteCloud implementation for manufacturersYour price book imported, RFQ and agreement templates converted, approvals and payments set up, estimators trained.
- FAQAnswers to the questions job shops, equipment builders, packaging and print firms, co-packers and distributors ask most.
Quote from one price book
Free for 14 days. No credit card required.