Quote & Invoice Calculation

When Price Control is active, deal totals are calculated using SKU prices from your product catalog, with approved discounts, exchange rates, and tax settings applied automatically.

How it works

Products are added to a deal as line items, each linked to a SKU from your Price Control catalog. Prices on price-controlled SKUs are locked and cannot be edited freely. If a discount is needed, it must go through the approval process set by your discount tiers.

How to add products to a deal

Step 1: Open or create a deal

  1. Go to Deals

  2. Open an existing deal, or click Create to start a new one and fill in the basic deal information

Step 2: Open the product editor

  1. In the deal, locate the Products section

  2. Click Select Products to open the line item editor


Step 3: Add line items

  1. Click + Add Line Item

  2. In the Select Product SKU panel, search by SKU code, name, or category

  3. Select the relevant SKU - the base price and discount range load automatically

  4. Add a description if needed (optional)

  5. Repeat for any additional products


Step 4: Save

  1. Click Save Products to apply the line items to the deal

  2. If creating a new deal, click Create Deal to finalize



  • Prices on price-controlled SKUs are locked and cannot be changed manually

  • If a discount is needed, you can request one from within the deal — it will be routed to the relevant approval group based on your discount tier settings

  • To generate a quote or invoice from this deal, go to the Docs tab and use the AI document generator