For sales heads
The right price on every quote, from every rep
Customer prices fill in on every quote, discounts and thin margins go to an approver first, and reps work from their phones.
| Item | Qty | Price |
|---|---|---|
| Item 1, carton of 24 | 40 | 1,180 |
| Item 2, carton of 12 | 25 | 2,240 |
| Item 3, single unit | 60 | 315 |
Subtotal122,100
Discount 12% (rep limit 8%)−14,652
What gets in the way
- Reps quote the wrong price from the wrong spreadsheet.
- Discounts go out before anyone approves them.
- The pipeline lives in reps' heads.
What changes with AIMS
Customer prices on every quote
Price lists sit on the customer, in their currency, and fill in as the rep builds the quote.
About customer-specific pricingDiscounts and margins approved first
A discount beyond a rep's limit, or a margin below your floor, goes to an approver before the quote goes out.
About quotes and approvalsA pipeline you can read
Deals show their value, win probability and expected close date, by stage and by rep.
About pipeline
Guides on this topic
- Lead to cash, and where deals leak on the way
The handoffs where B2B deals lose time and money between lead, quote, order, invoice and payment, and how to close each gap.
- Margin approvals: stop thin deals before they ship
Why discount and margin approvals belong before the quote goes out, how to set limits that keep deals moving, and what to record.
- What to look for in quoting software for B2B sales
A buyer's checklist for quoting software when you sell to other businesses, with agreed prices, approvals, versions and a clean handover to the order.
Questions you may have
Does it work on phones?
Yes. AIMS is a mobile web app that installs to the home screen from the browser, on Android and iPhone, with no app store.
See AIMS on your own business
Book a demo and we will walk through your own contracts, orders and teams.
Book a demo