Pricing and quoting capabilities
Pricing and quoting capabilities
Accurate for your customers. Closed by your sales team.
Cloudfy's pricing and quoting capabilities give manufacturers, distributors and wholesalers customer-specific pricing, configured product quotes and approval-based quote workflows through a B2B portal, driven by the ERP.
What your customers get
- Their contracted price the moment they log in, in their own currency.
- A quote request they can raise online, with notes and documents attached, and follow as it progresses.
- A finished quote they can view, download and turn into an order themselves.
What your sales team gets
- Every negotiated quote worked and revised with the customer on one shared document, not scattered across emails and spreadsheets.
- Internal sign-off built into every bespoke quote before it reaches the customer, so nothing is promised that a manager has not approved.
- Once accepted, the quote converts straight to an order, so nothing needs rebuilding by hand.
Cloudfy keeps sales, finance and operations working from the same negotiated figure, from quote to invoice.
Built for Sales Operations first, and everyone downstream
Every negotiated deal now closes inside the portal, and that keeps working long after Sales hits accept. Finance trusts the figure, Operations fulfils it without missing a step, and IT never has to duplicate the rules behind it.
For Sales Operations
Negotiated business runs entirely online. Reps build, discuss and revise a quote with the customer on one shared document, bring in a manager for sign-off when a deal needs it, and turn an accepted quote into an order themselves, without waiting on anyone else.
For Finance
What Sales closes, Finance can trust. Every negotiated quote still draws on the contract prices, customer groups and discount rules held in SAP Business One, Microsoft Dynamics 365, NetSuite or Sage, so nothing agreed in the portal drifts from what is approved in the ledger.
For Operations
What Sales negotiates, Operations can fulfil without missing a step. An accepted quote arrives as an order with nothing retyped, so picking, packing and invoicing start from the same figures Sales agreed.
For IT
What Sales negotiates in the portal, IT never has to duplicate. Cloudfy reads the pricing rules already held in your ERP, or mirrors them in one admin interface where the ERP does not hold them, and your ERP stays the system of record.
Contract prices are commercially sensitive. These are the standards your own procurement and security teams already audit against.
How pricing and quoting works, end to end
However the request arrives, it reaches the same pricing engine, and your team, before an order is confirmed.
Request
The buyer asks for a price or quote through the portal, an app, or an ERP-connected channel.
Price and review
The portal applies your ERP's contract prices, then Sales reviews, negotiates and secures sign-off where needed.
Accept
The buyer accepts the finished quote online and converts it straight into an order at the agreed price.
Sync
The order and its price sync to your ERP, stock is allocated, and the invoice draws on the same numbers.
Your customer sees one price from request to invoice.
Your team never rebuilds a quote in a spreadsheet.
Pricing and quoting capability areas
Every price your customers see starts with a rule you already hold, whether it lives in your ERP or in Cloudfy's admin.
Quote workflows
Capture quote requests with notes and attachments, route them for review and approval, then return a quote the buyer can view, download and accept online. Draft orders can be prepared for a customer while you are on the phone with them.
Quote workflows ›Configure price quote (CPQ)
A guided product builder for configurable products that returns a rules-based price in real time, driven from tables held in your ERP. When prices change in the ERP, the CPQ figures change with them.
Configure price quote ›Custom wholesale pricing
Customer groups, contract prices, volume breaks, currency per customer and price by payment method, synced from your ERP or set in Cloudfy, with the order in which rules apply under your control.
Custom wholesale pricing ›Promotions
Timed offers and criteria-based discounts, such as a free item or a percentage off once an order passes a set value, shown only to the customer groups you choose, with start and end dates you control.
Promotions ›Also part of this capability
Trusted by these global companies
Contract-based pricing for every wholesale account at Primeline Group
Primeline Group is Ireland's largest independent logistics and route to market provider. Its wholesale customers in grocery, pharmacy and retail each buy on their own contract, so a top priority for the new portal was the ability to create different pricing groups based on those contracts, and to restrict the products each account could see and buy to what its contract allowed.
Cloudfy syncs pricing, customer records, product data, stock and order status with Primeline's Microsoft Dynamics AX, now Dynamics 365 Finance and Operations, in near real time. Each customer logs in to their own catalog at their own contracted price, and contracts and account documents sit in a document store they can open themselves.
See what changes when Cloudfy handles your pricing and quoting
| Area | Without Cloudfy | With Cloudfy |
|---|---|---|
| Contract pricing | Sales rekeys each customer's agreed price into a quote or a spreadsheet, and the website shows a different figure | Contract prices, customer groups and currency applied from the ERP the moment the customer logs in |
| Quote requests | Requests arrive by phone or email with details missing, then go back and forth to fill the gaps | Buyers raise the request in the portal with quantities, notes and attachments; sales checks stock and cost from the ERP before replying |
| Negotiation and revisions | Versions of the quote sit in different inboxes and nobody is certain which one is current | Both sides work from one quote in the portal; the buyer follows progress and asks questions on the same document |
| Quote to order | An accepted quote is retyped as an order, and the price can change on the way | The buyer converts the accepted quote to an order at the agreed price, and it syncs to the ERP |
| Configurable products | Options and pricing checked by hand, so a quote for a configured product takes days | The CPQ builder guides the buyer through valid options and prices them in real time from ERP tables |
Frequently asked questions about pricing and quoting
Can Cloudfy quote configurable or made-to-order products?
Yes. The CPQ builder leads customers through the available options with a guided questionnaire, then calculates an exact price from your own rules and tables.
Where do the prices come from?
From your ERP. Cloudfy mirrors the pricing rules you already maintain, so customer-specific and contract pricing apply automatically, and any change in the ERP feeds straight through.
Most askedCan a quote be negotiated or revised before it is accepted?
Yes. Your sales team can amend the quote, add comments or promotions, and bring in a product specialist or manager where sign-off is needed. The customer follows progress and asks questions in the portal.
Can customers track and accept a quote online?
They can. A quote can be viewed, printed, downloaded or turned into an order, and the customer can follow its progress and ask questions while both sides look at the same document.
Most askedWhat happens when a customer accepts a quote?
The accepted quote converts to an order at the agreed price and goes straight to checkout. The order then syncs to your ERP, so nothing is rekeyed and the invoice draws on the same figures.
Can different customers, locations or users see different prices?
Yes. Prices are set per customer, customer group and currency, synced from your ERP or set in Cloudfy, and the catalog each account can see is controlled by contract, as Primeline Group does for its wholesale accounts.
What is the difference between CPQ and quote to cash here?
CPQ focuses on configuring and pricing the quote itself. Quote to cash connects the wider journey around it, from lead capture through fulfillment and payment, on the same platform.
How long does a quote stay valid, and can we see earlier versions?
[Pending product confirmation.] Waikay flags validity dates, expiry and version history as a significant gap. Answer to be written from a product team confirmation, then added to the FAQPage schema.
Explore the rest of the platform
Cloudfy. The B2B portal your ERP will love.
Fewer pricing errors, shorter sales cycles and quotes your customers can trust, because every figure starts in your ERP and stays there all the way to the invoice.