Dealer Quoting Portal for Manufacturers

The problem

Dealers sell several brands. Products that are easier to quote are more likely to be specified.

30% of dealer reps take multiple days to produce a quote. Much of that is spent waiting for a factory to answer a question your rules already cover.

Current

Dealer question

Factory reply → quote rebuilt

Proposed

Dealer follows product rules

configuration and quote

Winsby, 52 window and door dealer representatives, 14 September 2026.

How it works

Needs analysis

The dealer describes the customer's job, and Needs Analysis narrows it to a valid configuration.

Configure

Your product rules check the configuration. Requests outside those rules need review.

Price

Your pricing logic prices it, at the level that dealer is allowed to see.

Quote

The quote is issued under the dealer's name, and the configuration goes to your systems.

What changes

Before A dealer emails an application engineer and waits.

After The dealer completes routine configurations in the portal.

Before Engineers answer routine configuration questions.

After Engineers focus on exceptions and complex work.

Before Branches follow different quoting practices.

After Each branch uses the same rules and quote structure.

What you need in place

CPQ Champion

A dealer list with territories, and a decision about who sees what price.

Rules Watchdog

Product facts and compatibility rules. Identify the constraints that must hold, then review which existing screen rules and scripted selling steps are still needed.

Patterned Blueprint

An owner for dealer onboarding and ongoing administration.

Clean Handoffs

A clear route for questions and configurations that need factory review. Decide what dealers should provide so the next person can continue the work.

Help Dealers Quote Your Whole Catalog

Who this is for