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Template · Wholesale & Distribution

Quotes for wholesale & distribution

Customer quotes with value, margin, expiry and outcome.

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One click opens a free 30-day workspace with this template and sample data. Change anything by asking.

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Try it: QuotesInteractive demo · sample data
Inside

What it does

Customer quotes with value, margin, expiry and outcome.

Tracks
Quote, Customer, Value, Margin %, Sales rep, Expires, Status
Flags automatically
  • Expiring in 3 days when Expires is within 3 days and Status is Sent
  • Low margin when Margin % is under 15
  • Won when Status is Won
Actions and automations
  • Create a one-page summary: A short Word summary of this quote for a meeting or a hand-over.
Views and charts
A table, a board and charts you add by asking
Its agent
Watches every quote for the flags above, drafts the follow-up and waits for approval, at the autonomy level you choose.
Use cases

Part of these solutions

More for wholesale & distribution

Related apps and templates

Template · Wholesale & DistributionCustomer accountsTrade customers with sales rep, terms, credit limit, YTD sales and last order.Template · Wholesale & DistributionBackordersLines on backorder with customers affected, expected stock and substitutions.Template · Wholesale & DistributionAccounts receivable follow-upOverdue invoices with aging, promises to pay, disputes and credit holds.Template · Wholesale & DistributionSpecial pricing agreementsCustomer-specific prices and rebates with margins, approvals and expiry.Template · Wholesale & DistributionVendor rebatesRebate programs with targets, purchases to date and claims.Template · Wholesale & DistributionCycle countsBin counts with expected, counted and variance.

Neuclon for wholesale & distribution · All apps and templates

Questions

Frequently asked

Can we start from our own spreadsheets?

Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.

Can we change it ourselves?

Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.

How long does it take to start?

Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.

Start with this in your own workspace

Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.

Start free with QuotesBook a walkthrough