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Quantity breaks and bundles, with approval on the big ones

Break pricing the buyer can read, kits bundled from your catalogue, and any discount past your limit In Review until a director approves it.

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On the Business plan, QuoteCloud adds product discounts and product bundling, and an approval workflow that puts a document In Review when its discount percentage or total value passes your limit; it can't be sent until approved. Quantity breaks can be shown as alternative rows the buyer chooses between, each with its discount.

Last reviewed by the QuoteCloud team

A drawing of five columns of cartons on pallets, each as tall as its discount, with a dashed plane marking a fictional wholesaler's 20% approval limit: 1 to 19 cartons at list, $68.00 a carton; 20 to 59 cartons less 8%, $62.56; 60 to 119 less 12%, $59.84; 120 or more less 18%, $55.76; and project pricing less 22%, $53.04, whose top layer breaks through the plane. In front, Ferngully Events' quote TT-Q-4480 offering the three breaks as a choice (60 cartons chosen) and the rule: a discount over 20% puts the quote In Review until a director approves it, on the Business plan.

Over the limit, it waits for a director

Halyard Hotels' opening order carries 22% project pricing on every line. Tanbark's limit is 20%, so the approval workflow puts the quote In Review as soon as it's prepared, and it can't be sent until Rhea approves it.

It doesn't matter who prepared the quote: Owen, the website or the order assistant. The documents are ordinary QuoteCloud documents, so the same rule applies to every one of them.

  • Trigger on discount percentage or total value
  • Approve or decline, with a log
  • Then sent, signed by two people, 30% deposit paid

Approval workflow: Business plan

How AI and MCP orders are routed
Tanbark Trade SupplyProject quote TT-Q-4519 Sample · fictional business

Document workflow

In Review

Triggered when Discount percentage greater than 20

  • Rhea CastellanDirectorWaiting

Must be approved before Owen can send it

  1. Prepared by the order assistant · 22% project pricing
  2. Workflow started: discount over 20%
  3. Waiting for Rhea Castellan

Approval workflow · Business plan

Opening order

12 oz double-wall hot cup, kraftTT-CUP12 · 500 per carton 120 ctn List $68.00 Discount −22% $6,364.80
90 mm sip lid, blackTT-LID90 · 1,000 per carton 60 ctn List $42.00 Discount −22% $1,965.60
Kraft takeaway box, mediumTT-BOXM · 200 per carton 80 ctn List $54.00 Discount −22% $3,369.60
Kraft SOS bag, size 12TT-BAG12 · 500 per carton 70 ctn List $39.00 Discount −22% $2,129.40
Delivery: 6 pallets to Lakeview (Zone C)330 cartons on 6 pallets From the Freight tab 1 $539.00
Subtotal
$14,368.40
Tax (10%)
$1,436.84
Total
$15,805.24
Deposit on signing (30%)
$4,741.57

Delivery drops before opening

StageW1W2W3W4W5W6
Order signed, deposit paid Week 1
Drop 1: café opening stock Week 2 to 2
Drop 2: room service Week 4 to 4
Drop 3: balance of the order Week 5 to 5
Hotel opens Week 6

Breaks the buyer can choose, a kit they can add

Ferngully Events stocks pop-up bars all summer. Tanbark offers the cups at three quantity breaks as a single choice, each row with its discount in the Discount column, and lets Leah tick a pop-up bar kit: cups, lids, boxes and bags bundled at one price.

Pick a different break or add the kit and the total and deposit follow. The breaks are Tanbark's own price levels entered as rows; every one is under the 20% limit, so no approval was needed before Owen sent the quote.

  • Quantity breaks as a single-choice group
  • A bundle as an optional line
  • Deposit on signing follows the choice

Product Discounts and Product Bundling: Business plan

Tanbark Trade SupplySupply quote TT-Q-4480 Sample · fictional business

Your season order

12 oz hot cups: choose your breakChoose one

20 ctn List $68.00 Discount −8% $1,251.20
60 ctn List $68.00 Discount −12% $3,590.40
120 ctn List $68.00 Discount −18% $6,691.20

Lids

90 mm sip lid, black (TT-LID90)1,000 per carton · break 20–59 cartons 30 ctn List $42.00 Discount −12% $1,108.80

Add a bar kitTick to add

2 kit List $469.00 Discount — $938.00

Delivery

Delivery to the Ferngully depot (Zone A)Per drop, any quantity on this quote 1 $90.00
Subtotal
$4,789.20
Tax (10%)
$478.92
Total
$5,268.12
Deposit on signing (30%)
$1,580.44

Discounts that hold, on every quote

The pricing tools a wholesaler uses, and what each one is for.

  • Product Discounts

    Discounts on catalogue products, on the Business plan.

  • Product Bundling

    Products bundled into kits, on the Business plan.

  • Break rows

    Your quantity breaks as alternative rows in a single-choice group, each with its discount.

  • Approval limits

    In Review when a discount % or the total value passes your limit. Nothing goes out until it's approved.

  • Same rules for automation

    Drafts from your website or assistant meet the same approval rules as your reps' quotes.

  • Costs stay hidden

    Your team sees cost and margin per line; the buyer sees list, discount and net.

Set your discount limit before the next big quote

Free for 14 days, no credit card required. Tell us your price breaks and approval limits, and we'll build a quote template with them during the trial.

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Halyard Lakeview opening order

Approved first, then sent

22% project pricing on 330 cartons, held In Review until the director approved it, then signed by two people with a 30% deposit.

$15,805.24 inc tax, TT-Q-4519 (sample)

Set up breaks, bundles and approvals in five steps

How a wholesaler keeps volume pricing consistent and big discounts in check.

  1. Write down your breaks

    The carton quantities and the discount at each break, as your price policy.

  2. Add them as rows

    Alternative rows in a single-choice group, each with its discount.

  3. Bundle your kits

    Opening packs and event kits with Product Bundling, on Business.

  4. Set the approval limit

    A discount % or total value that puts a document In Review, and who approves it.

  5. Test the routes

    One quote under the limit, one over it, prepared by a rep and by your website or assistant.

Questions about breaks, bundles and approvals

Can QuoteCloud show quantity break pricing?

Yes, as rows the buyer chooses between: add each break as an alternative row in a single-choice group, with its discount in the Discount column, and the total follows the buyer's choice. Product Discounts are also on the Business plan.

Can we bundle products into a kit?

Yes. Product Bundling is on the Business plan. In a quote, a kit can also be an optional line the buyer ticks, with its contents in the line note.

What triggers an approval?

On the Business plan, the approval workflow puts a document In Review when its discount percentage or its total value passes the limit you set. The approvers approve or decline it, and it can't be sent until it's approved.

Do approvals apply to quotes our website or assistant prepares?

Yes, when QuoteCloud is set up that way: documents created through the API, Zapier, Make or an MCP assistant are ordinary QuoteCloud documents, so the same approval rules apply to them as to a rep's quote.

Can we approve on margin?

The approval triggers are the discount percentage and the total value. Your team can see each line's cost and margin while you review, but margin itself isn't an approval trigger.

More questions from wholesalers

More of QuoteCloud for wholesale and B2B

Each page shows one part of the job in a Tanbark document.

Keep every discount inside your limit

Start free for 14 days with your own catalogue and order template. No credit card required.

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