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Because sales quotes from a copy of the price list and finance bills from the real one. The gap is discovered at invoicing, and it is resolved by whoever is least willing to argue.
The quote builder assembles line items from the product and service catalogue Books maintains, applies the rate card that governs this customer, and produces a priced document attached to the deal.
There is no copy. The quote reads the same catalogue and rate cards finance owns, so an out-of-date price is not something a rep can select. Overrides are possible, visible and routed for approval.
A quote for Bexley Group picked up their contracted rate and a term discount automatically. The rep's own spreadsheet had used list price, which would have overcharged them by £4,100 and cost a week of goodwill.
It will not invent a price for something not in the catalogue. A genuinely bespoke line is entered explicitly and flagged as such, so finance sees it before it becomes a commitment.
Books prices it and bills from the accepted version, Loop opens delivery from its sold lines, and version history keeps every revision that was sent.
Yes. Rate cards are per currency, and the quote records the rate that applied on the day.
Up to whatever threshold you set. Past it, discount approvals route it to whoever carries the margin.
They are kept. Version history shows what changed between them and who asked for it.
Fourteen days, every module, no card. Or half an hour with someone who will run it on your own records and tell you where it does not help.