Quote/Pricing Calculator

Draft an itemized quote from your price book in one pass: products, quantities, and the right volume discount worked out line by line, with list price, discount, net, and an annual total you can review and copy.

For Account Executives Sales Development Deal Desk & Sales Ops Founders and Small Teams
Sample prompt to Joy's Assistant

Draft a quote for [company]: [products and quantities], apply our [tier] volume discount, and show list price, discount, and net with an annual total.

What it can look like

An illustrative example. Your output will reflect your own sources, data, and prompts.

Draft a quote for Cedar Grove Schools: 180 Pro seats and 20 Admin seats, apply our Education volume discount, and show list price, discount, and net with an annual total.

I priced this from your current price book in the Knowledge Center and applied the 15% Education discount to both seat types. Here's the itemized quote: the math is shown on each line so you can check it before it goes out.

Quote: Cedar Grove Schools

Prepared for: Cedar Grove Schools
Discount tier: Education (15%)
Term: 12 months

ItemQtyList (each)List totalDiscountNet
Pro seat180$180$32,400-15%$27,540
Admin seat20$360$7,200-15%$6,120

Subtotal at list is $39,600. The 15% Education discount takes off $5,940, bringing the annual subscription to $33,660.

SummaryAmount
Subscription subtotal (list)$39,600
Education discount (15%)-$5,940
Subscription (net, annual)$33,660
Onboarding (one-time)$2,500
Year-one total$36,160

That's $33,660 for the annual subscription plus a one-time $2,500 onboarding fee. If Cedar Grove is adding seats mid-year, tell me the count and I'll show the prorated add and the new annual run-rate.

Want me to build this as a good-better-best set of options, or show the three-year total with your standard uplift?

From price book to a quote you can send

Quote/Pricing Calculator drafts the quote for you from your price book. It takes the products and quantities, applies the right tier or volume discount, and lays out list price, discount, and net per line with an annual total. The math is shown so you can check it at a glance.

  1. Load your price book

    Add your current price list and discount tiers to the Knowledge Center so Joy quotes from live pricing, not a stale copy.

  2. Describe the deal

    Name the customer, the products and quantities, and which discount tier applies. Add any one-off adjustments you've agreed.

  3. Review the quote

    Get an itemized table: list price, discount, and net per line, with a subtotal, total discount, and annual total, and the math shown so you can verify it.

  4. Use it where you work

    Copy the quote into your CPQ, proposal, or an email to the customer. Adjust a quantity or discount in the chat and Joy recalculates before you send.

  5. Make it one click for your team

    Save this ask as a custom command on the assistant your team already uses, so anyone can run it in one step.

Make it yours

Quotes From Your Price Book

Line items priced from the current list you've loaded, so you're never quoting last year's number.

Discounts Applied Right

Volume and tier discounts worked out per line, with the percentage and the math shown.

Totals That Tie Out

Subtotal, total discount, and annual total that always reconcile with the line items above them.

Change and Recalculate

Adjust a quantity, add a SKU, or move the discount tier and every number updates in the same chat.

Good-Better-Best

Draft three package options side by side so the customer can choose a tier.

Multi-Year Quote

Show annual pricing across a two- or three-year term with any ramp or uplift applied.

Add-On Builder

Layer optional modules onto a base quote and show the price with and without them.

Currency Swap

Reprice the same quote in another currency from your published rate for an international deal.

Frequently Asked Questions

How does the quote calculator work?

You give Joy the products, quantities, and discount tier, and it drafts an itemized quote from your price book: list price, discount, and net per line, with a subtotal and annual total. The math is shown so you can verify each figure before you send it.

Where do the prices and discounts come from?

From the price book and discount tiers you've loaded into the Knowledge Center. Joy quotes from your current pricing rather than a remembered figure, so you're not sending last year's rate by accident.

Can I change quantities or discounts after the first quote?

Yes. Adjust a quantity, add a SKU, or move the discount tier in the chat and Joy re-runs every line and the totals so they always reconcile. No manual recalculation.

Does JoySuite push the quote into our CPQ or CRM?

No. Joy drafts the quote in the chat for you to review. You copy it into your CPQ, proposal, or an email and send it yourself. There's no writeback to any pricing system.

Can it produce tiered or multi-year quotes?

Yes. Ask for good-better-best options or a multi-year term with a ramp or uplift, and Joy lays out the packages side by side with the totals worked out for each.

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