A wholesale quote should present priced alternates or optional lines on one document so buyers choose without a second PDF scramble. Week one on Parcel Build is that first working version: mark alternate or optional lines, keep only the chosen path in the total, and convert cleanly. You own the code. Flat monthly. See custom software for wholesalers. If quote line alternate and option pricing is the gap, start a free 30-day build.
When do alternate or optional quote lines belong in week one for known accounts?
They belong when buyers need A/B or optional choices on the same quote and totals must stay honest after the pick. Week one can mark lines as alternate or optional, show priced choices on one view, and roll only the chosen path into the total. Separate good/better/best PDFs can wait. Full guided-selling engines can wait until that path earns its keep.
On Parcel Build, week one is a first working version of that path. Flat monthly. You own the code.
Why emailing three separate quote PDFs for good/better/best creates version chaos and wrong totals
Sellers send three PDFs. The buyer replies on the wrong file. Someone merges lines by hand. Totals include options that were never chosen. Inside sales cannot see which path the buyer meant. Finance sees a total that does not match the accepted lines.
The stall is missing one quote with clear alternate or optional lines. The buyer cannot pick a path in place. The total cannot stay honest without a second scramble.
What month one should not try to be
Defer full guided-selling CPQ rules engines as the primary path. Defer multi-ledger quote suites as the primary path. Defer warehouse pack engines as the primary path. Month one is alternate or optional lines on one quote, with only the chosen path in the total, for known accounts.
FAQ
Is alternate or optional line pricing the same as partial accept by line?
No. Partial accept lets the buyer take some lines and leave others. Alternate or optional pricing presents priced choices on the same quote so the buyer picks one path. Both can matter later. Week one can ship the option path without cloning partial accept.
Does week one need a full CPQ configurator before A/B options on a quote are useful?
No. Week one can mark alternate or optional lines, keep the chosen path in the total, and convert. A full CPQ configurator can wait until that path earns its keep.
Next step
If quote line alternate and option pricing in a wholesale portal is what feels hardest, start a free 30-day build. Name that gap on the form. We scope a free 30-day build on that problem: first working version in week one, flat monthly after if you want to continue.