What the tool does on a quote
A rep opens a quote in the ERP or in the Elastly quotation builder. Each line already has a suggested price with its factors. If the customer pushes back, the rep types the price they want to give, and the line shows what it does to margin, how likely it is to win at that level, and whether it needs approval. The rep can send it, pick the suggestion, or ask for an exception.
That is the whole tool: the optimization engine, surfaced on one line, at the moment a human is about to decide.
What a rep sees on the line
Everything a pricing manager would want to say to the rep, on the line, before the quote leaves.
- Suggested price and the factors that moved it from list
- Margin at the suggested price and at the price being typed
- Win likelihood at both, from this customer's and segment's history
- Policy limits: floor, ceiling and the discount that triggers approval
- Substitutes in stock when the requested part is short
The quotation builder
For distributors who build quotes outside the ERP, the quotation builder imports a customer's request from a file, a paste or a photo, matches the part numbers, prices every line and pushes the finished quote to the ERP. Quotes are drafts until the rep pushes them, so nothing lands in the ERP half done.
An assistant on the quote proposes changes across lines (round the total, protect the margin on the long tail, match last month's price on the key SKU) and shows the margin effect before the rep accepts.
When the rep wants to go lower
A discount past the policy limit raises an approval with the reasons attached: the line, the margin effect, what the engine suggested and why the rep wants more. The manager approves, rejects or escalates from the queue or the notification. Decision time and discount depth per rep show up in reports.