Case study

Quoting and Price Approval Platform

Case Study

Driving innovation

ARM Concept Car Animation

Bespoke 3D animation

Our client — a global manufacturer supplying distributors and resellers across multiple territories — needed a better way to manage pricing consistency and discount control.

The challenge

Previously, international sales teams were creating price quotes independently, often applying excessive discounts to secure deals. In some cases, these discounts eroded margins and even led to products being sold at a loss.

With teams spread across different regions and currencies, the business needed a centralised, secure quoting system that enforced pricing rules, ensured profitability, and provided visibility over discounts and approval levels — all while supporting multiple languages for global use.

Our solution

Triad designed and developed a bespoke web-based Quoting and Price Approval Platform, now known as the MTL Price Tool.

The platform allows local sales teams to log in, generate new quotes, and select product part numbers and quantities from a master pricing database. Pricing, currency, and discount thresholds are all managed centrally — giving users immediate visual feedback on whether a quote is within acceptable limits.

If a requested discount exceeds a pre-defined level, the quote is automatically escalated to a local Sales Manager for review. Managers can approve, reject, or further escalate the quote to headquarters for final authorisation, creating a clear and auditable approval chain.

Single Sign-On Access

Integrated with the client’s existing Extranet for seamless login and simplified user management.

Sales Team Dashboard

View, filter, and manage all quotes with real-time status updates.

Dynamic Quote Builder

Automatically populates product details and pricing, allowing users to add notes or supporting comments.

Approval Workflow

Automated escalation to Sales Managers or HQ when discount thresholds are exceeded.

Manager & Admin Dashboards

Provide oversight, with options to edit, comment, approve, or reject quotes.

Data Control via Excel Uploads

Pricing, product data, and discount rules can be updated centrally and imported instantly.

Multi-Language Support

Built to accommodate future market expansion and deliver a consistent user experience worldwide.

Reporting Suite

Allows Sales Managers to review average selling prices and assess the impact of discounts on overall sales value.

The outcome

The platform immediately transformed how pricing was managed across global markets.

Sales teams can now generate accurate, compliant quotes quickly — with automatic enforcement of discount limits and clear escalation processes for approvals. Managers and HQ gain full visibility of pricing trends, approval patterns, and quote volumes through a built-in reporting dashboard.

Initially launched in China, the system was quickly recognised as a success and has since been rolled out across the Far East, Middle East, and Europe — providing a unified, data-driven approach to quoting and price management.

Controlled

Controlled and consistent global pricing.

Governance

Reduced margin erosion through automated discount governance.

Approval

Faster quote generation and approval workflows.

Auditable

Clear audit trail for every quote and decision.

Scalable

Scalable platform supporting multiple languages and markets.

Why Triad?

Triad’s tailored approach ensured the system aligned perfectly with our client’s global sales structure and operational needs.
By combining intelligent automation with a simple, user-friendly interface, the MTL Price Tool gives both sales teams and management the confidence to quote competitively — without compromising profitability.

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