How to Use Spiro's Quoting Module

Overview

Spiro's quoting module allows an organization to maintain a product catalog and generate pdf quotes using their product catalog within Spiro. Spiro generated quotes can also be enabled with e-signature, allowing your customers to digitally sign a quote to commit their business to you. Our customers use Spiro Quoting to help with the following:

  • To standardize quoting practices, such as the look, feel and verbiage used on your documents  
  • To save time when creating complex quotes (especially if doing it on mobile)   
  • Maintain centralized control over pricing on quotes 
  • Improve follow up on any quote generated (via Assistant Rules)
  • Better understand quote conversion %

How It Works

This module must be turned on by your CSM. When this module is turned on, you will see a new tab on your left navigation bar called Quotes. To generate a quote, navigate to either a Contact, Company or Opportunity.   

Sample Analytics

Table Descriptions

When quoting in the Quoting Module, it's important to familiarize yourself with the different tables involved.

Products Table

This is your master product list—the complete catalog of everything your company has ever sold (or will sell). You can deactivate products you no longer offer, but still retain the full history.

Your products list can be managed by anyone on your team in Settings - Products.

Pricelists & Pricelist Products

Custom price lists tailored to specific customers, seasons, or deals. Each customer starts with a default pricelist that mirrors your Products table. From there, you can customize pricing as needed.

Pricelist Products are snapshots in time of the Products table. If you make changes to the details of a SKU, you'll have to also update it on the Pricelist via an integration or manual update.

  • Store & manage pricelists directly in Spiro or sync them from your ERP
  • Set list prices and default discounts (and still change them later)

Example: One customer has a Walmart pricelist with 20% off all products—set it once and let Spiro do the work

Your products list can be managed by anyone on your team in Settings - Products - Pricelists

Quote Products

Once a quote is created, the items added from a Pricelist become Quote Products. This allows for:

  • Custom fields
  • Customer-specific calculations
  • Tailored configurations per quote

For example, a packaging company might need to calculate item costs based on quote-specific selections. Now, they can do that directly on the Quote Product level.

Create and Manage Price Lists

You can now easily create, manage, and assign pricelists in Spiro to control how products are quoted for different customers. Pricelists allow you to configure product catalogs with different pricing, discount levels, and tax settings. Each version can have differences in terms of:

  • Products available
  • Discounts
  • List prices
  • Costs
  • Descriptions

View Pricelists

In order to view your pricelists, go to Settings, click Products and you'll see an option for Pricelists. Here, you can see a list of all pricelists, whether they are active or not and click in to see the details.

Click the name of the pricelist to open the drawer.

Toggle to the second tab to see products that are added.

Click the details button to dive in.

Pricelist statuses - easily activate or deactivate a pricelist from the list view or the pricelist details page.

Create a Pricelist and Add Products

In order to create a new pricelist, click the New button on the top right of the screen

Here's what you can configure:

  • Status: Defaults to Active but can be changed if you want to activate it later.

  • Taxable: Set the default tax setting for all added products.

    Discount: Set a default discount for all added products. This can be overridden on the product level.

    Add All Products to the Pricelist:

    • Toggled On: All active and future products from your product book will automatically be added.
    • Toggled Off: Manually select products to include. The list does not update as new products are added.

Pricelist Details

All settings, including status, taxable flag, discount, and auto-add product toggle, can be adjusted after creation on the Pricelist Details page.

Here's what you can configure incase you missed it in the previous section:

  • Status: Defaults to Active but can be changed if you want to activate it later.

  • Taxable: Set the default tax setting for all added products.

    Discount: Set a default discount for all added products. This can be overridden on the product level.

    Add All Products to the Pricelist:

    • Toggled On: All active and future products from your product book will automatically be added.
    • Toggled Off: Manually select products to include. The list does not update as new products are added.

Manage or Update Pricelists

Add Products

Go to the Add Products tab to search or filter your product book. Use the “Show Only Selected” toggle to review your choices before clicking Add to Pricelist.

Manage Pricelist Products

Update product-level pricing, discounts, or remove products individually or in bulk using checkboxes and mass actions.

Use mass actions - Easily add a discount to multiple items (if you didn't set a default) or remove multiple items from a pricelist

Assign Pricelist as Default

You can assign a default pricelist on a per-company basis. Navigate to the company record and set the default under the pricelist field. All quotes for that company will now pull products and prices from the assigned list.

Questions? support@spiro.ai