CPQ for light manufacturers — configure-to-order quotes with lead times and freight
Configured assemblies, tooling fees, expedite charges and freight on one quote, with discounts routed by a four-rung ladder and freight kept out of the negotiation.
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Why job shops and light manufacturers that build to order discount differently
A manufacturer's discount pressure lands on the configured assembly, while tooling and freight quietly leak when a rep 'rounds down' the whole quote. This pack puts a 0% ceiling on freight, a Finance rung on deep assembly discounts, and a margin floor that catches a quote whose tooling was waived.
The ladder this pack starts you on
| Who signs | Discount | What happens |
|---|---|---|
| Self-serve | up to 5% | No signature — the rep finalizes it. |
| Sales Manager | above 5%, up to 10% | Signs, then hands it on if the discount climbs further. |
| Regional Director | above 10%, up to 18% | Signs, then hands it on if the discount climbs further. |
| Finance | above 18%, up to 30% | The last rung: past it nothing finalizes. |
- Margin floor 22% — a quote under it routes to Finance.
- A reason code on any line discounted more than 12%.
- Freight is capped at 0% off — it never takes a discount.
A starting point, not a benchmark: it imports as a staged draft that prices nothing until someone in your workspace publishes it, and every number above is one field to change. The policy builder and the leakage audit will tell you where yours should sit.
What's in the catalogue
7 products in 4 categories, 2 menus to find them by, 1 example bundle and 3 example rules — the bundles and rules ship switched off.
| Category | Products |
|---|---|
| Assemblies | Pump assembly, series S ($1,850.00) |
| Components | Bracket assembly ($38.50) Aluminium housing ($142.00) Precision shaft ($64.00) |
| Setup | Tooling & setup ($750.00) Expedite fee ($400.00) |
| Freight | Freight, LTL ($185.00 / pallet) |
Fictional sample — every product, price and customer in this pack is invented. Edit or delete me.
A worked quote, priced by the engine
For Contoso Irrigation (fictional), on a 12-month term. These numbers were produced by the same pricing engine that prices a live quote, when this page was generated.
| Item | Qty | Unit | Discount | Net |
|---|---|---|---|---|
| Pump assembly, series S | 20 | $1,850.00 | 12% | $32,560.00 |
| Bracket assembly | 400 | $38.50 | 8% | $14,168.00 |
| Tooling & setup | 1 | $750.00 | — | $750.00 |
| Freight, LTL | 3 | $185.00 | — | $555.00 |
Subtotal $48,033.00, tax $3,962.73, total $51,995.73. Blended margin 31.1% against a 22% floor. At a 12% maximum discount this quote routes to Sales Manager → Regional Director.
It pairs with
Katana, Dynamics 365 Business Central, Acumatica — the back offices job shops and light manufacturers that build to order most often run. Glime's connectors for these are in preview and not yet offered for a live company file — connector status — so today the workspace export and the REST API carry the order across.
Pick someone else if…
- Your quotes need a bill of materials costed live from routings and work centres — Glime prices from a catalogue, it does not roll up a BOM.
- You quote engineered-to-order work with drawings attached to every line — a quoting tool built around CAD files will fit better.
Other trades
Wholesale distribution · MSP & IT services · B2B SaaS · Professional services & agencies · All packs
See it in the sandbox
The product is the demo. Open a live, read-only workspace — no signup — or start a free 14-day trial.