Sales, Pipeline & Deal Economics
What Is a Quote (Sales)?
A quote is a formal offer of price and terms a partner presents to a customer for a specific set of products and services. It fixes the deal amount, the front-end margin and the configuration, and it is the document a customer evaluates and accepts - the point at which the deal's economics are set on the customer-facing side.
Why it matters to IT channel partners. The quote shows front-end margin, but for a partner that is only half the profit. The same deal carries a back-end rebate the quote never displays, so a deal that looks thin on paper can be healthy once the rebate is counted. Pairing each quote with its expected rebate lets a partner price competitively without giving away profit it did not know it had.
Related terms
FAQ
Usually not. A quote reflects front-end price and margin; the back-end rebate is earned after the period, so a partner needs to add expected rebate to see the deal's full profit.
See the expected rebate behind every quote → Explore the pipeline module