Quote builder
Structured quotation creation across teams from a managed catalogue.
Tritactix products
QuoteOS
QuoteOSby Tritactix
Quotation, pricing policy and approvals
Build every quote on the right commercial logic.
QuoteOS puts the price book, commercial policy and approval chain inside one process so every quote is priced correctly and signed off by the right person.
Quote Q-2084 Policy applied
Price with control.
Approve with speed.
Approve with speed.
Quote value1.24M
Contribution margin38%
Sales owner ApprovedFinance review CompleteDirector sign-off Pending
The operating problem
Quotes get built in spreadsheets, priced inconsistently and approved over email. QuoteOS makes policy, margin and authority part of the quote itself.
Every commercial rule.
Inside the workflow.
QuoteOS gives teams speed without removing governance, margin visibility or approval control.
Commercial policies
Create policies once and apply them automatically to qualifying quotes.
Margin calculation
Calculate margin, discount and contribution margin on every line.
Approval workflows
Different opportunity types follow different requirements and approval paths.
Price book management
Maintain a central catalogue with controlled edits and proposal routes.
Discount authority
Enforce commercial approval thresholds according to role.
Notifications
Keep every user informed of pending actions, reviews and approvals.
Document export
Export approved quotations as PDF with supporting documents attached.
From configuration
to signed approval.
Every step carries the right price, policy check and authority requirement forward.
Configure
Select products, add-ons, bundles and quantities.
Apply policy
Match the quote against active commercial policies.
Calculate
Expose margin, discount and contribution margin.
Approve
Route the opportunity through the required authority chain.
Issue
Generate the approved customer quotation and attachments.
Commercial logic, configured
Control that fits how you sell.
Catalogues, policies and approval paths are configured around each organisation’s structure, commercial authority and market.
Product and add-on catalogueBundles and pricing tiersPolicy rules and discount tiersOpportunity types and approval pathsRoles and price-override rightsCurrency, language and RTL support
Turn policy into commercial speed.
Discuss your catalogue, pricing model and approval structure with Tritactix.