Distribution & Wholesale

From Price Book to Order — Accurate Quotes, Fast

Give dealers and key accounts their own price books, build quotes within discount limits and approval rules, and convert the accepted quote into an order in one click.

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Where wholesale sales usually breaks down

Quotes sent with the wrong price

Price lists kept in spreadsheets go stale; reps quote outdated prices and the gap only shows up after the deal.

Uncontrolled discounting

Every rep discounts differently, and the margin loss is only visible at month-end.

A gap between quote and order

Accepted quotes are re-keyed into orders by hand, so line items and totals are typed twice.

Quotes nobody follows up

Nobody knows what happened to a sent quote; if the customer goes quiet, the deal quietly disappears.

Wholesale selling with CRModular

Price books by segment

Separate price books for dealers, retail and corporate customers, with tiered pricing and minimum/maximum quantity rules.

Discount limits and approval

A maximum discount per price book; quotes above the amount or discount you define go to a manager for approval.

Product bundles

Define products that are sold together as bundles and block invalid combinations with compatibility rules.

One-click quote to order

An accepted quote becomes an order with its lines, discounts and currency, and can be linked to a contract.

Templated PDF quotes

Branded PDF quotes from your own template; quote and order numbers are generated automatically and sequentially.

Follow-ups and cadences

Follow-up tasks and automated email sequences for every quote; win and loss reasons are reported.

Quote lines priced from the price book

The rep picks a product; the unit price comes from the dealer’s price book and discount and quantity rules are applied as lines are added. Totals and VAT are calculated automatically.

CRModular quote screen: line items priced from the price list and the quote total

How to get started

1Import products and prices
Upload your product catalogue and price books with the Excel import wizard.
2Set discount rules
Define the price books your team uses and the maximum discount for each.
3Prepare your quote template
Add your logo, payment and delivery terms to the PDF quote template.
4Quote → approval → order
The rep prepares the quote, a manager approves it when needed, and the order is created in one click.

Frequently asked questions

Can we use more than one price book?

Yes. You can define as many price books as you need and choose which one a quote or opportunity uses. Tiered prices and quantity limits work per price book.

Can reps change prices manually?

The maximum discount defined on the price book is enforced. You can also add an approval process for quotes above a given amount or discount rate.

Can we quote in foreign currencies?

Yes. Quotes and orders can be prepared in different currencies, and the currency is carried over from quote to order.

Can orders be sent to our ERP?

Quote and order data can be sent to other systems via the REST API and webhooks. If there is no ready-made connector, we review your integration needs with you.

Is the application available in English?

The CRModular application interface is currently in Turkish. This website and its documentation are available in English, and menu names in our help articles are shown in Turkish with an English explanation.

Let’s set up your quoting process together

Walk through your price books and quote template with us in a live demo.

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