One telco price book, with margins your client never sees
Plans, devices and services with SKUs, billing terms and costs in one catalogue, so every quote uses approved prices and every deal shows its margin.
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- Building QuoteCloud since 2013
QuoteCloud's product catalogue works as a telco price book: each product has a SKU, category, price and cost with profit and margin calculated, and recurring costs carry a billing term in months. Import or update it from CSV, quote from it in price tables, and keep cost and margin columns hidden from the client.
Last reviewed by the QuoteCloud team
Your price book, kept inside QuoteCloud
Fibre, voice, mobile plans and hardware with SKUs, billing terms, costs and margins. The October carrier list has just been imported: 14 products updated and an old plan marked inactive.
CSV import carrier-plans-october.csv · 14 products updated, 2 marked inactive
| Product | Price | Billing | Cost | Margin | Status |
|---|---|---|---|---|---|
| Business fibre 1000/1000FBR-1000 · Connectivity | $449 | Monthly · 36 mo | $262 | 42% | Active |
| Business fibre 500/500FBR-500 · Connectivity | $329 | Monthly · 36 mo | $196 | 40% | Active |
| Hosted PBX seatUC-SEAT · Voice | $25 | Monthly · 24 mo | $14 | 44% | Active |
| 5G Business 60GBMOB-5G-60 · Mobile | $69 | Monthly · 24 mo | $44 | 36% | Active |
| 5G Business 40GBMOB-5G-40 · Mobile | $59 | Monthly · 24 mo | $41 | 31% | Inactive |
| SD-WAN edge applianceSDW-EDGE-M · Hardware | $1,150 | Once-off | $780 | 32% | Active |
| Wi-Fi 6E access pointWIFI-AP6 · Hardware | $340 | Once-off | $215 | 37% | Draft |
Cost and margin are for your team only: they never appear in the client's document
When a carrier changes its plans
Update the price book once and every rep quotes the new prices, instead of each one fixing their own spreadsheet.
Prepare the new list
Put the carrier's new plans and buy rates in a CSV file: SKU, name, category, price, cost and billing term.
Import with column mapping
Map each column to a catalogue field. QuoteCloud validates the rows before they are imported or updated.
Retire what the carrier withdrew
Mark withdrawn plans Inactive, and keep new products in Draft until their pricing is signed off.
Quote from the new list
Reps search the catalogue or filter by category inside the proposal, and each product arrives with its new price, cost and billing term.
One price table, two views
The same three-site proposal, from the client's side and from your team's. Change the term on the first tab and the margin on the second follows.
Prices, terms and options, nothing more
Monthly and once-off charges by site, a term switch and optional upgrades. The client never sees a buy rate.
Price tables: Essentials and up
Multi-site connectivity proposalsYour services, site by site
| Item | Qty | Monthly | Once-off |
|---|---|---|---|
| Head office · Riverside | $1,564 | $2,950 | |
Business fibre 1000/1000FBR-1000 · 4-hour fault response
|
1 | $449 | — |
SD-WAN edge applianceSDW-EDGE-M · With 4G backup port
|
1 | $115 | $1,150 |
Hosted PBX seatUC-SEAT · Desk, mobile and Teams calling
|
$1,000 | — | |
Installation & configurationINS-SITE · Survey, rack and cut-over
|
1 | — | $1,800 |
| Warehouse · Northgate | $596 | $4,750 | |
Business fibre 500/500FBR-500 · 4-hour fault response
|
1 | $329 | — |
SD-WAN edge applianceSDW-EDGE-M · With 4G backup port
|
1 | $115 | $1,150 |
Managed Wi-Fi access pointWIFI-AP · Warehouse-grade, cloud managed
|
8 | $152 | $2,400 |
Installation & configurationINS-SITE · Survey, cabling and cut-over
|
1 | — | $1,200 |
| Depot · Lakeview | $338 | $1,750 | |
Business fibre 250/250FBR-250 · 4-hour fault response
|
1 | $249 | — |
SD-WAN edge appliance, smallSDW-EDGE-S · With 4G backup port
|
1 | $89 | $850 |
Installation & configurationINS-SITE · Survey and cut-over
|
1 | — | $900 |
| Mobile fleet | $1,725 | $5,500 | |
5G Business 60GBMOB-5G-60 · Per user, pooled fleet data
|
$1,725 | — | |
5G smartphoneHS-5G-A · Outright, delivered set up
|
25 | — | $5,500 |
| Managed services | $640 | — | |
24/7 monitoring & managed supportMS-247 · Network, voice and Wi-Fi
|
1 | $640 | — |
| Options Tick to add | |||
| 3 | $135 | — | |
| 1 | $240 | — | |
| 1 | $180 | — | |
- Monthly recurring
- $4,998/mo
- Once-off
- $14,950
- Total contract value over 36 months
- $194,878
- Deposit on signing (50% of once-off)
- $7,475
All prices excluding tax. Monthly charges apply for the contract term.
Cost and margin on every line
Hidden cost and margin columns show the commercial position of the deal before it is sent: 40.2% over 36 months in this sample. Costs come from the catalogue.
Costs and margins hidden from the client
Discount approvals & deal controlYour services, site by site
Your team's view: cost and margin columns are hidden from the customer
| Item | Qty | Monthly | Once-off | Cost /mo | Margin |
|---|---|---|---|---|---|
| Head office · Riverside | $1,564 | $2,950 | |||
Business fibre 1000/1000FBR-1000 · 4-hour fault response
|
1 | $449 | — | $262 | 42% |
SD-WAN edge applianceSDW-EDGE-M · With 4G backup port
|
1 | $115 | $1,150 | $70 | 39% |
Hosted PBX seatUC-SEAT · Desk, mobile and Teams calling
|
40 | $1,000 | — | $560 | 44% |
Installation & configurationINS-SITE · Survey, rack and cut-over
|
1 | — | $1,800 | — | — |
| Warehouse · Northgate | $596 | $4,750 | |||
Business fibre 500/500FBR-500 · 4-hour fault response
|
1 | $329 | — | $196 | 40% |
SD-WAN edge applianceSDW-EDGE-M · With 4G backup port
|
1 | $115 | $1,150 | $70 | 39% |
Managed Wi-Fi access pointWIFI-AP · Warehouse-grade, cloud managed
|
8 | $152 | $2,400 | $88 | 42% |
Installation & configurationINS-SITE · Survey, cabling and cut-over
|
1 | — | $1,200 | — | — |
| Depot · Lakeview | $338 | $1,750 | |||
Business fibre 250/250FBR-250 · 4-hour fault response
|
1 | $249 | — | $150 | 40% |
SD-WAN edge appliance, smallSDW-EDGE-S · With 4G backup port
|
1 | $89 | $850 | $52 | 42% |
Installation & configurationINS-SITE · Survey and cut-over
|
1 | — | $900 | — | — |
| Mobile fleet | $1,725 | $5,500 | |||
5G Business 60GBMOB-5G-60 · Per user, pooled fleet data
|
25 | $1,725 | — | $1,100 | 36% |
5G smartphoneHS-5G-A · Outright, delivered set up
|
25 | — | $5,500 | — | — |
| Managed services | $640 | — | |||
24/7 monitoring & managed supportMS-247 · Network, voice and Wi-Fi
|
1 | $640 | — | $330 | 48% |
| Options Tick to add | |||||
4G failover, every siteLTE-FAIL · Automatic backup link
|
3 | $135 | — | $78 | 42% |
Premium supportSUP-P1 · 4-hour on-site response
|
1 | $240 | — | $120 | 50% |
Guest Wi-Fi with captive portalWIFI-GUEST · Head office and warehouse
|
1 | $180 | — | $70 | 61% |
- Monthly recurring
- $4,998/mo
- Once-off
- $14,950
- Total contract value over 36 months
- $194,878
- Deal margin hidden from customer
- 40.2%
All prices excluding tax. Monthly charges apply for the contract term.
A discount past policy waits for approval
Margins only stay protected if a deep discount can't go out unseen. On the Business plan, an approval workflow can hold any proposal with a discount above your threshold, or above a total value, In Review until the sales director and finance approve it.
Approvers review the proposal in Workflow Review and approve or decline it. Only an approved proposal moves on to be sent.
- Triggers on discount percentage, total value, team, role, template, product folder or customer
- Approvers taken from a role, with every approval required
- Ready-made templates such as Approval by Discount Level
Approval workflow: Business plan
How telco approvals workDocument workflow
In ReviewTriggered when Discount Percentage greater than 15%
- Mark EllisonSales directorApproved
- Lena OrtizFinance managerWaiting
Must be approved by all approvers before it can be sent.
- Approval request sent by Jordan Hale
- Approved by Mark Ellison
Approval workflow · Business plan
What each product in the price book holds
Set up once by whoever owns pricing, then used by every rep in every proposal.
SKU and categories
A SKU, a category and two levels of subcategory, so fibre, voice, mobile and hardware are easy to find.
Billing term and duration
Recurring costs carry a billing term and a duration in months. Hardware and installation stay once-off.
Price, cost and margin
Each product holds a price and a cost, with profit and margin calculated. Only your team sees them.
Active, Draft or Inactive
Keep each product Active, Draft or Inactive as carrier plans come and go, so new plans can wait for sign-off.
Categories by team
Assign product categories to teams and set catalogue permissions by role, so each team quotes its own range.
Product images
Add images to handsets, routers and access points. They arrive with the product in the price table.
Quantity rules
Any quantity or preset values, a default quantity, and an option to let the recipient change it.
Bulk changes
Select products to duplicate, set to draft or delete in bulk, and choose the columns, filters and sorting you work with.
Import your price list during the trial
Free for 14 days, no credit card required. Bring a carrier CSV and quote from it the same day.
Bundles, discounts and your own calculations
Standard bundles, such as an office starter with fibre, voice seats and a router, can be set up with the Contract Plans add-on: a plan with its assigned products, a term in months, start and expiry dates and attachments.
Inside the price table, a Discount column takes a label, a default value and a value type, applied before or after tax, and custom columns (text, number, percentage, dropdown or formula) hold whatever your deal desk needs to see. Read more about price tables and the product catalogue.
- Contract Plans: assigned products, term in months, start and expiry dates
- Discount column with a default, per line, before or after tax
- Formula, percentage, number, dropdown and text columns
- Cost and margin columns hidden from the client
Price book and margin questions
Can QuoteCloud hold our telco price book?
Yes. The product catalogue stores plans, services and hardware with a SKU, category and subcategories, price and cost, images, and recurring costs with a billing term and duration in months. Reps add products to price tables from the catalogue by search or category, so every proposal uses the same prices. The product catalogue is on Essentials and above.
How do we update prices when a carrier changes its plans?
Import the new list from CSV. QuoteCloud maps your columns to catalogue fields and validates the rows before importing. Then mark withdrawn plans Inactive and keep new products in Draft until they are approved. Products added to proposals from then on carry the new prices and costs.
Can customers see our costs or margins?
No. Each product's cost, profit and margin stay on your side, and cost and margin columns in a price table can be hidden from the client. Your team sees the commercial position of every deal while the client sees only their prices, terms and options.
Can a low-margin deal be stopped before it is sent?
On the Business plan, an approval workflow can hold a proposal In Review when its discount percentage or total value passes a threshold you set, or by team, role, template, product folder or customer. Approvers see the deal and approve or decline it before the rep can send it.
Can different sales teams see different products?
Yes. Product categories can be assigned to teams, and role permissions control who can view or change the catalogue. A mobile team can quote from its plans and handsets while the enterprise team sees connectivity and managed services. Reps see only the ranges their team sells.
Can we start from our existing price spreadsheet?
Yes. Save it as CSV and import it into the product catalogue: QuoteCloud maps your columns to fields such as SKU, category, price, cost and billing term, and validates the rows first. During the 14-day trial QuoteCloud also converts one existing template for free on Essentials, Business and Enterprise, and paid plans include a 45-minute training session.
Where the price book is used
Every telco proposal quotes from the same catalogue.
-
Multi-site connectivity proposalsFibre, SD-WAN, voice and Wi-Fi priced site by site, with monthly and once-off totals on one page.Explore
-
Mobile fleet & plan proposalsPlan comparisons, handsets and quantities the client can adjust, priced per user per month.Explore
-
Discount approvals & deal controlApproval rules on discount and deal value, team roles and locked company content and terms.Explore
- Managed services & UCaaS agreementsRepeating charges on 24 or 36-month terms, support levels, agreement terms and an expiry date.
- Sign, order & collect upfront chargesLegally binding eSignatures from every signer, and once-off charges paid on signing via Stripe or PayPal.
- Renewals & re-contractingExpiry dates on every agreement, an Expiring Soon view and new-term offers sent before contracts end.
- CRM, provisioning & billing integrationsOpportunities in from Salesforce or HubSpot; signed orders out to provisioning and billing through Zapier, Make or the API.
- Telco templatesReal QuoteCloud templates for mobile plans, broadband, bundles, network installs and IT services.
- QuoteCloud implementation for telco sales teamsPrice book import, template conversion, CRM set-up, roles, approvals and training for your sales team.
- FAQAnswers to the questions telco and MSP sales teams ask most.
Quote from one price book, protect every margin
Free for 14 days. No credit card required.