Partner Quoting Guide
Let Other Businesses Quote Your Products or Services With Their Own Margin
Let other businesses quote your products or services using your prices plus their margin, then send the sale to your team. See the Arris Stone example.
Updated 2026-09-24 · 3 min read
Another business sells your products or services to its customers. To prepare a quote, it needs your prices and a way to include its own margin. If every quote means asking you for figures, exchanging spreadsheets and recalculating the customer price, both businesses have extra work before the sale can move forward.
A shared quoting workflow can let these sales partners prepare a price themselves. You maintain your prices, they include their margin, and a successful sale comes back to you to supply the product or carry out the work.
Give each part of the price an owner
Start by identifying the prices your business controls and how your sales partner adds its margin. Also account for your own direct sales: a quote you prepare for your customer may use different rules from one prepared by a partner.
These are different quoting situations within the same business relationship. Making them explicit gives the software a clear basis for calculating the appropriate price.
A working example: a cabinet store quoting through Arris Stone
In Arris Stone, the business making the countertops—the fabricator—sets its material and labour prices. When it prepares a quote for its own customer, the system uses those prices.
A dealer, such as a cabinet store, can prepare a quote using the fabricator’s prices plus its own margin. The result is reflected instantly in the price. The fabricator’s prices remain the basis of the quote, while the dealer’s margin is applied for its sale.
If the dealer wins the sale, it can send it straight to the fabricator. The workflow connects pricing, the dealer’s customer conversation and the handoff to the business doing the fabrication.
For the user, generating the price is a simple button action. Behind it, the system handles the different pricing contexts. The Arris Stone case study explains the broader drawing, quoting and order workflow.
Define what happens when a quote changes
For your own implementation, work through a real quote with one of your sales partners. Identify which products, services or job details determine your price, how the partner’s margin should be applied and what each person needs to see.
Then test the situations that could change the result. If your prices change after a quote is prepared, should that quote retain its original price or be recalculated? Who can revise it? What happens when the customer changes what they want to buy?
These are rules to agree for your business. Making them explicit helps everyone understand which price they are working with.
Connect the sale to the next step
A useful quote also needs a useful handoff. Decide what your business should receive when the partner makes the sale, which details need checking and who takes responsibility for the next action.
Run that sequence through any quoting tools you already use. If an existing system can support it, configuration may be enough. If important pricing or handoff rules remain outside the system, those gaps define what needs to be connected or built.
Talk through your workflow
If other businesses need your prices to quote their customers, show us one typical quote. We can work through how the price is calculated and how an accepted sale should reach your team. Learn more about our quoting and estimating systems.