Pricing books
Customer-specific commercial truth: Pricing books hold fixed prices per product per customer. They can apply automatically for assigned companies and via Apply Pricing Book on a quote, and they take priority over dynamic catalog prices.
Illustrative dashboard · your data will vary
Why it matters for MSP sales ops
Fixed prices per customer
Negotiate once; sellers pull the right price without re-keying tribal discounts.
Priority over dynamic catalog
When combined with dynamic pricing, pricing-book prices win for assigned companies.
Works with discount groups
Percentage rules by category (markup discount or cost + % markup) remain a separate, combinable approach.
Editor permission
Pricing book editor is a documented permission under Users & Access.
In Salesbuildr
- Create pricing booksDefine fixed product prices and link companies (individually or via bulk company tools).
- Combine with discount groups if neededCategory percentage rules stay available alongside books.
- Apply on the quoteBooks can apply automatically for assigned companies, or use Apply Pricing Book in the Quote Editor.
- Send with validationSend validates pricing-book items haven’t expired; Details shows the applied book.
Pricing books sit alongside discount groups and Financial pricing rules, use them together when customer-specific fixed prices need to take priority over catalog pricing.
Help center: Quotes 8889537 · Quote Editor 9039135 · Dynamic Pricing 4342841 · Users & Access 9328580
See it on your quoting motion
We show the live settings paths, not a generic deck.
Related: Multi-currency quoting · Advanced approval workflows · Roles & permissions