Quote Request

Internal quote builder with live product-compatibility checking. Pricing is set automatically by Account Type; discounts are locked for RSM/RSD.

Prototype — drafts are in-memory only, lost on refresh

● Mandatory must be filled Optional if available Auto system-filled Conditional appears in certain cases

1Requested by

Select from the RSM/RSD master list — RSD and email auto-derive

RSM / RSD name *

Reporting RSD Auto

Requester email Auto

2Customer / Distributor

Typeahead against the distributor repository · Account Type drives pricing

Customer / distributor name *

⚠ This account is on credit hold — the quote can still be created, but invoicing is blocked until the Org Head clears it. Pricing is not affected.

✕ This distributor is marked discontinued. Confirm with the HS Team before quoting.

⚠ Select a customer/distributor or add a new one.

Account type * — sets pricing on every line

Reseller — USACustomer price (MSRP − 12%), then a further 20% off. ≈ 29.6% off MSRP, compounding. Reseller — InternationalSame formula as Reseller USA. No demo pricing for this type. Customer (end user)Flat 12% off MSRP. Admin-configurable global rate. Reseller — Demo (USA only)Flat 40% off MSRP. Does not compound. VP-approved.

⚠ Choose an account type.

3Contact person & reference

The formal quote and shareable link are sent to this contact

Contact name *

Contact email *

PO reference / RFQ # Optional

4Billing address

State drives the sales-tax nexus check in section 6

Address line 1 *

City *

State *

ZIP *

Country *

5Shipping address

Defaults to billing — uncheck to enter independently

Same as billing address — shipping fields mirror billing as it's typed

Address line 1

City

State

ZIP

Country

6Tax exemption certificate

Nexus check uses the ship-to state · recalculates live

Customer confirms they are tax exempt — if Account Type is Customer, the certificate below becomes mandatory

Certificate upload Conditional Click to attach
PDF, JPG, or PNG · max 10 MB

⚠ Exemption confirmed for a Customer account — certificate is mandatory.

✓ Exemption certificate attached — positive confirmation, no tax warning applies.

7Products

Search by name or SKU · compatibility checked live against the product master

Add a product * — at least one line

Titan packages: one shared quantity, removed as a whole, flat MSRP/Distributor pricing (unaffected by Account Type), excluded from compatibility checks. Availability: TBD until Functional Head populates it.

No products yet — search above or add a Titan package.

Product	Thread	Compatibility	Qty	Unit price	Discount	Total
Grand total	$0.00

⚠ Add at least one product line.

⚠ Choose an Account Type first (section 2) — it sets the price on every line.

8Internal notes

Visible to Order Processing only — never shown to the customer

9Save draft

In-memory only — lost on refresh or tab close (prototype limitation)

Review runs full validation — nothing is sent until “Confirm & submit”.

On confirm: Order Processing is notified (RSD copied) and the requester gets a confirmation with the total value.

Review & submit

Read-only summary — does not live-update; editing after this requires clicking “Review & submit” again.

Quote request submitted

Order Processing has been notified (your RSD is copied). You'll get a confirmation email with the total value shortly.

Reference: — · Total: —