Dealer Portal Configurator
Dealer selected valid options in the portal. Quote request still landed in HQ inbox as 'please send pricing'. Mercura dealer portal CPQ lets dealers configure, price, and release quotes inside published rules.
Dealer login
Configure inside published rules
Tier pricing
Dealer rate from current price book
Order queued
Confirmed config to HQ without retype
The challenge
Dealer selected valid options in the portal. Quote request still landed in HQ inbox as 'please send pricing'.
A manufacturer of stretch wrapper and palletizing lines for warehouse dispatch sells through regional dealers across North America and Europe. Dealers log into a partner portal to browse marketing assets and submit lead forms. When an end customer asks for a configured line, the dealer emails inside sales with option codes from a PDF price list because the portal does not run configuration or tier pricing.
HQ replies with a quote two days later using current price book rates. The dealer quoted the customer from January spreadsheet tiers on day one. When the order confirms, someone retypes configuration lines from the email thread into ERP because the portal never captured complete configuration output.
Self-service CPQ targets end buyers configuring on their own schedule. Distributor quoting software connects distributors to manufacturer price books. In-app configurators place widgets inside websites and partner portals. Dealer portal CPQ is different: Mercura gives each dealer credentials to a branded portal with the same rules engine and price books as inside sales, tier-specific rates, quote PDF release for dealer-to-customer presentation, and order submission back to HQ as complete configuration data.
Inquiry to config to price to approval to order should not route every dealer quote through HQ inbox because the portal only collects leads.
How it works
How Mercura dealer portal configuration works
Sales ops and channel managers publish dealer tiers, approved configurators, and discount thresholds in Mercura. Each dealer receives portal credentials mapped to their pricing tier and territory. Dealers configure products where invalid combinations hide per rules, see price from the current manufacturer price book, and release a branded quote PDF for their customer. Orders within policy submit to HQ as complete configuration and BOM lines; exceptions route to inside sales with full session context. CRM and ERP connectors receive dealer activity for pipeline and fulfillment. Someone must define which product lines are dealer-safe, maintain tier mappings, and test that portal and inside sales sessions stay aligned after catalog updates.
What's included
What dealer portal configuration covers
- Branded dealer portal with credential-based access
- Same rules engine and price books as inside sales CPQ
- Dealer tier pricing and discount limits applied in session
- Quote PDF generation for dealer-to-customer presentation
- Order submission with configuration and BOM lines to HQ
- Exception routing to inside sales above discount thresholds
- Audit trail of dealer configuration and quote activity
- Analytics on dealer quoted products and conversion patterns
The difference
Dealer quoting before and after portal CPQ
- Dealers email option codes and wait for HQ pricing
- Spreadsheet tiers drift from current manufacturer rates
- HQ retypes configuration from email into ERP
- Quote turnaround measured in days not hours
- Channel managers lack visibility into dealer pipeline
- Dealers configure and release quotes inside portal rules
- Tier pricing pulled from current manufacturer price book
- Orders arrive as complete config not email threads
- HQ handles exceptions not routine dealer quotes
- Channel analytics show quoted lines and conversion
Real-world application
Example workflow: stretch wrapper quote from regional dealer
A builder of stretch wrapper and palletizing systems for warehouse dispatch relied on HQ for every dealer quote request. Regional partners emailed option lists and waited for inside sales to price from the current book. After Mercura dealer portal CPQ with tier mappings and approved configurators, dealers configured lines in the portal, released quote PDFs to end customers the same day, and submitted orders as complete configuration data; HQ received only sessions above negotiated discount limits.
Business impact
Why dealer portal CPQ is channel self-sufficiency, not a replacement for strategic account sales
Dealer portal CPQ helps regional partners quote accurately without HQ transcription on every request. It complements end-buyer self-service CPQ, distributor quoting tools, in-app configurators, and CRM pipeline tracking. Mercura does not replace strategic account negotiation, custom engineering review, or channel conflict policies outside published tiers. Someone must own dealer-safe catalog scope and tier maintenance. If the pain is "dealer configured correctly but HQ still sends pricing from inbox", dealer portal CPQ aligns inquiry, configuration, price, approval, and order with what dealers and manufacturing already agreed in the price book.
See a regional dealer configure a stretch wrapper line and release a quote PDF without emailing HQ
Book a demo and walk a dealer portal session until configuration, tier price, and quote document release on dealer credentials.
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