Features

Let sales discount, without giving away the margin

Reps close deals by adjusting price. Sheetwise lets them, inside limits you set: a maximum discount and a gross-margin floor, both checked again on the server.

Three roles, one storefront

  • Customers quote and order at their tier price after approval. They see prices and progress, never costs.
  • Sales reps see costs, margins and imposition alternatives for their own customers, quote on their behalf, and place orders for them.
  • Administrators approve customers, set tiers, assign reps, edit pricing parameters and margins, and see every order.

Tier pricing that applies itself

Each customer is assigned a tier with a discount. Every quote applies it automatically, so a gold customer never has to ask for their price and a rep never has to remember it.

Discount cap and margin floor

On top of tier pricing, a rep can lower the price for a specific quote. Two limits apply: a maximum discount percentage, and a minimum gross margin calculated from the cost snapshot. The browser shows the limit as the rep types; the server checks it again when the order is placed. Administrators are exempt.

Everything on the record

Orders lock the pricing parameter version and a cost snapshot. Each order carries a log of who reviewed, adjusted, produced and shipped it. Deactivating an account signs it out immediately.

Frequently asked questions

Can a customer see the cost breakdown?

No. Cost lines, margin and imposition alternatives are shown only to sales reps and administrators.

Can a rep quote for any customer?

Only for customers assigned to them. Administrators can quote for anyone.

What if a job genuinely needs a bigger discount?

An administrator can place that order without the limits, or raise the rep's cap. The limits are there to make exceptions deliberate, not impossible.

See it with your own products

Open a workspace in a minute. It comes with a full set of default pricing parameters, so you can quote a carton before you configure anything.

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