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Administration – Smart Quote : Examples

The following examples demonstrate common Smart Quote configurations used to solve real‑world quoting scenarios. Each example highlights a specific capability of the Smart Quote engine and provides ADMIN users with practical patterns they can apply to their own products.

These examples are designed to illustrate how Attributes, Pages, Rules, and Item Mapping work together to create dynamic, user‑friendly quoting experiences.

1) Tiered Pricing

Tiered Pricing shows how Smart Quote can automatically adjust pricing based on quantity breaks, volume thresholds, or customer‑specific tiers.
This example demonstrates:

  • Defining quantity‑based pricing rules
  • Using Attributes to capture user input
  • Applying conditional logic to select the correct price tier
  • Ensuring consistent pricing without manual overrides

Tiered Pricing is ideal for products where cost changes at specific quantity levels.

2) Item Bundle

The Item Bundle example illustrates how Smart Quote can group multiple items into a single selectable product option.
This scenario covers:

  • Mapping a single selection to multiple ERP items
  • Automatically adding required components
  • Handling optional add‑ons or accessories
  • Ensuring accurate BOM‑style output in Sales Quotes and Orders

Item Bundles are commonly used for kits, assemblies, and packaged offerings.

3) Tag Verification

Tag Verification demonstrates how Smart Quote can enforce business rules by validating required Tags before a quote is submitted.
This example includes:

  • Adding default Tags to a product
  • Creating rules that check for missing or conflicting Tags
  • Preventing incomplete or invalid configurations
  • Guiding users to correct issues before finalizing the quote

Tag Verification is especially useful for compliance, reporting, and workflow automation.