Your pricing lives in a spreadsheet only two people can drive
Most sales teams price from a workbook that one person maintains and a few can be trusted to use. Publish it as an application and every rep quotes from the current model, in front of the customer, without anyone needing to understand the sheet.
What the spreadsheet costs you in the field
The pricing itself is usually right. What hurts is everything between the customer asking and the number arriving.
Quotes wait for the bottleneck
If only sales engineering or the pricing owner can run the model, every quote queues behind them. Turnaround becomes a day or two, and the deals you lose are the ones where someone else answered first.
Reps improvise when they cannot wait
An old copy of the workbook, a remembered rate, a quote built from last quarter's discount structure. Every one of those is a margin leak nobody records.
Configuration errors reach the customer
Nothing stops a spreadsheet accepting an invalid combination of options. It prices happily, and the problem surfaces at fulfilment or after the order is placed.
The proposal is assembled by hand
Numbers copied into a document, formatting fixed, the wrong figure occasionally carried across. It is slow work, and it happens at the point where speed matters most.
Four things sales teams put online first
The same pricing model, reached in whichever way suits the deal.
The pricing model reps actually use, with your discount rules and approval thresholds intact.
See how it worksA guided selector so a rep picks a valid combination instead of hunting through a matrix.
See how it worksA branded PDF generated from the quote, rather than assembled by copying and pasting.
See how it worksThe same pricing model called by your CRM or portal instead of opened by a person.
See how it worksPricing control stays where it belongs
Opening pricing up to the whole team usually raises the same three objections.
Reps use the model, they do not see it
The workbook stays server-side. A rep enters the deal and gets a price. Cost columns, margin floors and rate tables are never downloaded and never visible.
One current price list
The pricing owner updates the workbook and re-uploads it. Everyone is quoting from the new numbers immediately, and there is no window where half the team is still on the old ones.
Every quote is a record
Each quote is stored with the inputs behind it, so you can see what was offered, by whom, at what discount, and feed the outcome back into how you price.
Quotes can also be pushed into the systems the team already works in, including HubSpot, and through Zapier or Make into most CRMs.
Two sales teams who moved the model
One measured the quotes that went through it, the other measured what the build would have cost.
His average job is about $12,000, and he has given $4 million of quotes. So he is using the tool well. It took me about four hours to build, and that is with a complicated spreadsheet running underneath it.
I know we saved at least $13,000 on just the creation of the app compared to the lowest bids we got. Compared to some of the other medium-sized software companies, the savings are well over $20,000. If it was not for SpreadsheetWeb, I do not think this project would have been approved.
At larger scale, Southern Risk deploys new rating programs to internal underwriters and 1,300 broker agents in days, Group Benefit Services put a complicated rating spreadsheet in front of brokers nationwide, and Brown Industries built a mobile quoting tool in a matter of days.
Put the pricing model in every rep's hands
Start free with the workbook your team already quotes from, or tell us how your discount and approval rules work and we will tell you what it would take.