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Quote Builder

v1

Faster, safer quotes with templates, upsells and pricing guardrails.

Features

What Quote Builder unlocks once it’s installed for your store.

  • Quote templates

    Standard lines, optional upsells, validity and terms in one click.

  • Pricing guardrails

    Maximum discount, minimum margin and floor price by product, category or store-wide.

  • Quotation approvals

    Quotes outside the guardrails need approval before they are sent.

Guide

Quote templates, optional and upsell lines, discount, margin and floor-price guardrails, and quotation approvals. Use Settings → Apps to install, review dependencies, and open configuration.

01Getting started

Confirm your plan includes Quote Builder, then install from Settings → Apps. Required dependency apps must be active first.

  • Check market availability on the app detail page
  • Install dependencies before activating Quote Builder
  • Use Configure when the app is enabled

02Entitlements

Tryso gates Quote Builder by market channel and plan feature. If either gate is revoked, non-core apps are disabled automatically while history is kept.

  • Market installable flag controls channel offer
  • Plan app_*_access controls subscription inclusion
  • Upgrade or re-enable to install again

Changelog

  1. v12026-10-12
    • Initial market-scoped presentation, documentation, and entitlement metadata.