Give the salesperson a suggested price and the margin behind it, before the quote goes out.
AI Pricing Optimisation reads past quotes, wins, losses and discounts, then suggests a price range for the deal in front of a salesperson. The margin floor and the approval rule stay yours. A person accepts, edits or ignores each suggestion. Nothing is ever priced on its own.
Quote prices are often set from memory. One salesman gives a discount to anyone who asks twice, another never discounts and loses the order, and the owner hears when the margin is already gone. Nobody can say which discounts truly won an order.
This capability studies what your own quotes did. It shows a suggested range for the customer, the quantity and the season, along with what similar quotes earned. The salesperson still sends the quote. Approvals follow your existing rule.
The problems this is meant to ease.
What AI pricing optimisation does.
What this looks like in a working week.
The people who open this every day.
From first conversation to daily use.
Discovery with the owner and sales head
We note how quotes are priced today, who may discount, and the margin floor you keep. Approval rules are written down before any suggestion is built.
Data readiness for costs and quotes
Past quotes, orders, discounts, price lists and item costs are checked. Stale or missing costs are fixed first, since every margin shown depends on them.
Trial against one product group
One product group is run against its past quotes. The suggested ranges are compared with what actually won and lost.
Feedback from salespeople and the approver
Salespeople and the approver try the suggestions on live quotes in view only. Their objections to a range or a reason are corrected before the suggestions are used.
Going live with guardrails
Suggested ranges appear on quotes for the first product groups, with floors and approval rules in force. Other groups follow when the first have settled.
Reviewing price outcomes later
After a quarter or two, the team reads accepted and ignored suggestions beside the orders won. Ranges, floors and proposed price-list changes are revised from that.
How you would know it is working.
Record where you stand before it goes live, so the change is measured against your own figures.
- Gross margin is read for each product group and customer segment, starting from the invoiced orders that predate go-live.
- Average selling price is the mean price per item on won quotes, using last quarter’s orders as the starting figure.
- Discount leakage is the value of discounts given beyond the usual range, with the baseline counted from approved and unapproved concessions in past quotes.
- Quotes held for approval are counted by reason, so the owner sees how often the margin floor is reached.
- Accepted and ignored suggestions are recorded per salesperson, to show whether the ranges are trusted.
Where a person stays in charge.
A person sends every quote
A suggestion never changes a price alone. The salesperson accepts, edits or ignores it and writes a reason when going below the range.
Owner approval on the price list
Proposed revisions are drafts. Nothing in the price list changes until an owner or product head approves it.
Only your own competitor notes
Competitor prices come from what customers showed your staff. Rules on sharing price information differ by country, so ask your own lawyer. Nothing shown here counts as legal advice.
Cost accuracy sets the limit
Margins and suggestions are only as good as the item costs. Fixed-price tenders and regulated prices are better priced by hand.
It is one part of a system, not an island.
A module earns its place by what it passes to the next one. These are the connections we set up most often.
- Quote and proposal management
- Price lists and schemes
- Product management and stock
- Opportunity management
- Your billing or accounting software, for costs
Products that include it.
How we would put it in.
Questions owners ask about AI pricing optimisation.
How many past quotes does it need?
Enough that similar deals appear several times. A business that sells a few custom jobs a year has no pattern to learn from, and we will say so before building anything.
Will it change prices by itself?
No. It puts a suggestion on the quote, and the salesperson decides. Price lists change only when an owner approves a draft, so nothing is repriced overnight.
What if our cost figures are out of date?
Then the margins shown will be wrong, and so will the suggestions. Fixing the costs comes first, and for some businesses it is the only step worth taking.
Are there rules about how competitors may share price information?
Yes, and they differ by country. We use only prices your own staff were shown by customers, never information agreed between competitors. Questions of competition law go to your solicitor. Nothing the tool shows should be read as legal guidance.
Does it work for tenders with fixed price forms?
It helps you check your own history, but a formal tender is usually priced by hand with an estimator. We do not recommend it where the price is set by contract or by a regulator.
Who can see cost and margin?
Just the roles you choose. A junior salesperson can see a suggested range without seeing the cost behind it, if you prefer.
What does it connect to?
Your quotes, price lists, stock and orders. Costs come from your billing or accounting software, which needs an integration with your own account.
How much effort is this to set up?
Cleaning the cost and quote data takes more of your time than building the screens. Smaller product lists are quicker, since there is less to check.
Businesses that ask for this.
Modules that work with it.
Tell us how you handle AI pricing optimisation today.
A spreadsheet, a register or another system: say which, and we will tell you plainly what is worth changing.
- No obligation
- A reply within one business day
- Your details stay private
Start with your requirements
Seven short steps that tell us what you need. An engineer reads them before getting in touch.
Share your requirements