Each trade account's prices, on every line
Keep one catalogue and show each account its agreed discount on the line, so buyers see list, discount and net, and your margin stays private.
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- Building QuoteCloud since 2013
In QuoteCloud, every quote and order draws from one product catalogue. Each line can carry the account's agreed discount in the Discount column, set by your rep, website or assistant from the account's terms, so buyers see list, discount and net price. Costs and margins stay hidden. New price lists go to every account with bulk send.
Last reviewed by the QuoteCloud team
A drawing of four steps stepping down from left to right, a carton of 12 oz cups on each, the drop in price marked between steps. Below, the same catalogue line as four fictional trade accounts see it: Bellmount Bakery at list price $68.00; Pinecrest Café Group on Partner pricing less 15%, $57.80; Halyard Hotels on project pricing less 22%, $53.04; Coastline Packaging Supplies, a distributor, less 30%, $47.60.
One catalogue, with costs only your team sees
Every quote and order at Tanbark draws its lines from one product catalogue: SKU, category, the trade list price, the pack size as the line's unit, and a hidden cost. QuoteCloud works out profit and margin for your team; buyers never see either.
Each account's agreed pricing then sits on the line, in the Discount column. Your rep, website or assistant sets it from the account's terms when the order is prepared, so every buyer sees list, discount and net.
- Price and hidden cost per product
- Margin for your team, never for the buyer
- Active, Draft and Inactive products, by team and role
Product catalogue: Essentials and up
Import your price fileCSV import trade-price-list-2027.csv · 214 products imported · 3 need a category
| Product | Price | Unit | Cost | Margin | Status |
|---|---|---|---|---|---|
| 12 oz double-wall hot cup, kraftTT-CUP12 · Cups & lids | $68 | Carton (500) | $41 | 39% | Active |
| 90 mm sip lid, blackTT-LID90 · Cups & lids | $42 | Carton (1000) | $24 | 41% | Active |
| Kraft takeaway box, mediumTT-BOXM · Takeaway | $54 | Carton (200) | $32 | 40% | Active |
| Kraft SOS bag, size 12TT-BAG12 · Takeaway | $39 | Carton (500) | $22 | 43% | Active |
| 2-ply dinner napkin, whiteTT-NAP2P · Takeaway | $46 | Carton (2,000) | $27 | 40% | Active |
| Nitrile gloves, mediumTT-GLVM · Cleaning | $59 | Carton (1,000) | $36 | 38% | Draft |
Cost and margin are for your team only: they never appear in the client's document
The same catalogue, four trade accounts
Every product at each account's agreed discount. Switch on the team view to see what each price leaves you.
| Product | List | Bellmount BakeryNew customer · List price | Pinecrest Café GroupRepeat account · Partner pricing | Halyard HotelsProject order · Project pricing | Coastline Packaging SuppliesDistributor · list less 30% |
|---|---|---|---|---|---|
| 12 oz double-wall hot cup, kraftTT-CUP12 · 500 per carton | $68.00Cost $41.20 · 39% | $68.00ListMargin 39% | $57.80−15%Margin 29% | $53.04−22%Margin 22% | $47.60−30%Margin 13% |
| 90 mm sip lid, blackTT-LID90 · 1,000 per carton | $42.00Cost $24.90 · 41% | $42.00ListMargin 41% | $36.96−12%Margin 33% | $32.76−22%Margin 24% | $29.40−30%Margin 15% |
| Kraft takeaway box, mediumTT-BOXM · 200 per carton | $54.00Cost $32.60 · 40% | $54.00ListMargin 40% | $46.98−13%Margin 31% | $42.12−22%Margin 23% | $37.80−30%Margin 14% |
| Kraft SOS bag, size 12TT-BAG12 · 500 per carton | $39.00Cost $22.10 · 43% | $39.00ListMargin 43% | $33.15−15%Margin 33% | $30.42−22%Margin 27% | $27.30−30%Margin 19% |
Fictional prices and costs. The discounts are Tanbark's agreed terms, set on each line in the Discount column when an order is prepared; QuoteCloud doesn't keep a separate price list per customer or apply one by itself. Product Discounts are on the Business plan.
A new price list to every account in one send
When the 2027 trade price list is ready, Tanbark sends it to every trade account at once with bulk send: one template, a personal copy for each account, and a status per recipient.
Pinecrest and Coastline have acknowledged it; Bellmount has opened it twice; Westbrook hasn't opened it yet, so Owen knows who to call.
- One template, personal copies
- Sent, opened and accepted per account
- Volume-based costs
Bulk send: Essentials and up
Bulk send- Pinecrest Café Groupsofia.marchetti@example.com AcceptedAcknowledged Mon 5 Oct
- Bellmount Bakerytomasz.wren@example.com OpenedOpened twice
- Halyard Hotelsamara.osei@example.com OpenedOpened Tue 6 Oct
- Coastline Packaging Suppliesmarcus.hale@example.com AcceptedAcknowledged Fri 2 Oct
- Westbrook Schools Cateringorders@westbrook.example.com Sent
- Sent
- 5
- Opened
- 4
- Accepted
- 2
Price levels, kept straight
How wholesalers keep list, trade, partner, project and distributor pricing consistent.
One list price
Set once in the catalogue; every account's price starts from it.
The account's discount on the line
The Discount column carries the agreed figure, so buyers see list, discount and net.
Set by whoever prepares it
A rep, your website through Zapier or the API, or an assistant through MCP sets it from the account's terms.
Costs stay private
Hidden cost, profit and margin for your team; never in the buyer's document.
A limit that holds
On Business, a discount over your limit puts the document In Review.
Catalogue by team
Role permissions and categories by team, so each desk sees the range it sells.
Put every account's pricing on the line
Free for 14 days, no credit card required. Send us your price file and your account price levels, and we'll set up a template during the trial.
Account pricing
No lookup, no leaked margin
Reps stop opening a pricing file before every quote, and nobody can give away a margin they can't see.
Questions about account pricing
Can each customer have their own price list?
Each line in a quote or order carries a discount in the Discount column, so you show each account its agreed pricing against one catalogue. The discount is set from the account's terms by whoever prepares the document. Product Discounts are on the Business plan.
Can buyers see our costs or margins?
No. Products in the catalogue carry a price and a hidden cost; QuoteCloud works out profit and margin for your team only. They never appear in the document the buyer receives.
Can our website set the account discount?
Yes. When a document is created through Zapier, Make or the API, price rows can be added with a discount, a cost and a quantity. An assistant connected through QuoteCloud's MCP service can be set up to add catalogue lines at the account's agreed discounts.
How do we send a new price list to every account?
Build the price list as a document and send it with bulk send, on Essentials and up: one template, a personal copy for each account, and sent, opened and accepted status per recipient. Bulk send has volume-based costs.
Can we import our price file?
Yes. The product catalogue imports a CSV with column mapping and validation: SKU, name, category, price, cost and notes. Rows that fail validation are flagged so you can fix them before they're used.
More of QuoteCloud for wholesale and B2B
Each page shows one part of the job in a Tanbark document.
-
Quantity breaks, bundles & discount approvalsProduct discounts and bundles on Business, break pricing the buyer can see, and big discounts sent for approval first.Explore
-
Distributor & reseller agreementsTerritory, price list, minimums and terms in one agreement both directors sign, with an expiry date you can see coming.Explore
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Product catalogue, CRM, accounting & order systemsYour price file imported by CSV, then QuoteCloud connected to your CRM, accounting and order systems the way each one really connects.Explore
- Quotes and sales orders from an AI assistant (MCP)Your website or AI assistant, connected through QuoteCloud's MCP service, prepares the order at the account's pricing: a draft to review, or sent where you allow it.
- Volume quotes from a website enquiryA bulk-buy enquiry from your website becomes a priced quote with pack sizes, carton quantities and freight, ready for your rep to check.
- Repeat orders on account pricingLast month's order duplicated, quantities adjusted by the buyer, agreed prices kept, signed in a minute.
- Sales orders signed and paid on signingAn order form the buyer completes: quantities they set, Order Now, a signature and a card payment or deposit through Stripe or PayPal.
- Pallet, freight & landed-cost calculatorsA Spreadsheet block turns cartons into pallets and a freight line, and brings the order total back for a landed cost.
- Trade account applicationsNew trade customers apply inside a document: business details, delivery and accounts contacts in form fields, your terms, their signature.
- Wholesale & sales templatesReal QuoteCloud product sales, price quote, sales quote, distributor and customer registration templates.
- QuoteCloud implementation for wholesalersCatalogue and account pricing loaded, order templates built, your website or assistant connected, and the sales desk trained.
- FAQAnswers to the questions wholesalers, distributors and B2B online stores ask most.
Give every account its own price, on every line
Start free for 14 days with your own catalogue and order template. No credit card required.