The matrix quote builder.
Tab-key navigation for dense entry. Line items by role, hours, and rate. License lines for license-based sales. The total calculates itself.
One quote builder for all four pricing models.
Quoting in a partner services firm is harder than it looks. A single deal can include a multi-year license commission, a fixed-fee implementation, a retainer for ongoing work, and a time-and-materials block for change requests. Generic CPQ tools pick a default pricing model and force the rest into a workaround. PartnerView has one quote builder that handles all four pricing models natively, computes commission preview with snapshot rate logic during the quote, and tracks the quote through a full lifecycle from draft to accepted.
Seat tiers, multi-year ramps, role rates, co-sell splits. The version sent to the client is whichever sheet did not break last.
Configured for fixed-fee, T&M becomes a hack. Configured for license, services scope is an afterthought. The structural difference between the four pricing models gets erased.
Quote leaves with the projected revenue on it. The rep finds out their commission a quarter later when the vendor statement arrives. Commission stops being a real-time signal.
| A generic quoting tool | PartnerView | |
|---|---|---|
| Pricing models | One pricing model native, the others as workarounds. | Four pricing models native: Time and Materials, Fixed Fee, Retainer, License. |
| Quote builder | Line-by-line entry, slow. | A matrix builder with tab-key navigation for dense entry. |
| License and services | License and services priced in separate documents. | License lines and services lines in one quote. |
| Commission preview | The rep sees nothing until after close. | Commission preview on the quote, computed with snapshot logic. |
| Rate cards | A flat price list. | Role-based rate cards from an admin-managed catalog. |
Tab-key navigation for dense entry. Line items by role, hours, and rate. License lines for license-based sales. The total calculates itself.
Time and Materials, Fixed Fee, Retainer, License. Each on its own structure, not forced into a single template.
Computed with snapshot rate logic. The rep sees what the deal earns them before the quote goes out, not after the deal closes.
Draft, in review, approved, sent, accepted, rejected, expired. Internal versioning. The quote record stays useful after close, not abandoned.
Services margin and license margin shown separately on the quote header. The two streams never get blended into a single number that hides the truth.
Quote builder designed for dense entry across many line items.
An Active Quote plus unlimited scenarios. Threshold-based approval gating before send.
All four pricing models, each on its native structure, no workarounds.
Commission visible during the sale; quote as a workflow, not a one-shot document.
Bring an active engagement. We will model it in PartnerView live.
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