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Configure, Price, Quote (CPQ)

This isn't a quoting module. It's enterprise CPQ for international technical trade.

Tax intelligence by country, incoterms with automated supply chain flows, legal blocks by branch and language, price history for margin coherence, category manager business rules, partial quotes that don't slow deals down, and professional PDFs with version control. No generic CPQ has all of this together — handify was built for how ingredient and chemical companies actually quote internationally.

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What generic CPQ tools can't handle

Standard quoting software wasn't designed for international technical product trade.

Quoting technical products requires a PhD in spreadsheets. Prices in one file, taxes in another, incoterms in an email, legal blocks copied from a previous quote. Every international quote is a rescue operation for scattered information.

The sales rep has no idea if the price they're quoting is coherent with what they quoted the same client last month — or what margins the team is targeting.

The quote goes out without freight charges and the deal stalls waiting for logistics to respond. Meanwhile, the client waits.

Legal blocks are copied and pasted manually for every quote. Nobody knows if they're current, in the right language, or for the correct branch.

How handify does it differently

Global tax intelligence, incoterms with supply chain automation, price history, category manager rules, partial quoting, and professional PDFs — all connected to your technical catalog and pipeline.

Global Tax Intelligence

Built-in tax catalog by country, including complex multi-tax regimes like Brazil. The system automatically recognizes and calculates the right taxes for international transactions — no manual lookups, no spreadsheet formulas.

Incoterms + Supply Chain Flow

Select an incoterm and trigger an automatic charge request to your logistics team. They receive the full quote context plus automatic product flags — hazardous, requires refrigeration, special handling — so nothing gets missed.

Editable Charges Catalog

A complete, editable catalog of charges connected to every way your company builds quotes — terms, direct charges, incoterms, and bases. Flexible enough for any commercial structure.

Legal Blocks by Branch & Language

Legal terms and conditions are inserted automatically based on the branch, quote type, and client language. Always current, always correct — no more copy-pasting outdated legal text.

Professional PDF with Version Control

Generate polished, branded PDF quotes with full version control. Track every revision, who changed what, and the complete negotiation history.

Partial Quotes with Smart Notes

Send quotes without freight charges to keep deals moving. The system generates automatic notes explaining what's pending — for example: 'Your pricing is confirmed, freight terms are being prepared' — so export and logistics don't become bottlenecks.

Price History & Margin Coherence

While quoting, see every price this product has had with this specific client. Search across all SKU prices for quick reference. Stay coherent with your margins and never quote blind.

Category Manager Business Rules

Category managers define market-driven rules — for example: 'Minimum 10% increase on this code due to market conditions' — with a required explanation. Rules are applied automatically when reps quote, keeping commercial strategy aligned across the team.

Multi-Level Approval Routing

Route quotes through multi-level approvals based on discount thresholds, product type, or deal value. Approvers see the full deal, product, and account context before deciding.

Pipeline-Connected

Every quote links to a pipeline deal, account, contacts, and sample history. See quote status alongside deal progress in one unified view.

Traditional CPQ vs. handify

Global tax intelligence by country

Traditional CPQ
handify

Incoterms + supply chain automation

Traditional CPQ
handify

Editable charges catalog

Traditional CPQ
handify

Legal blocks by branch & language

Traditional CPQ
handify

Professional PDF with version control

Traditional CPQ
handify

Partial quotes with auto-notes

Traditional CPQ
handify

Price history per product + client

Traditional CPQ
handify

Category manager business rules

Traditional CPQ
handify

Contextual approval workflows

Traditional CPQ
handify

Pipeline & sample integration

Traditional CPQ
handify

Not a standalone tool. Connected to everything.

Your quotes pull from the product catalog with tax intelligence, trigger supply chain flows via incoterms, apply category manager rules, attach to pipeline deals, and reference sample and price history — all in one system.

ProductsBundlesPipelineSamplesDocumentsQuotes
Tax intelligence, incoterms, legal blocks, price history, business rules — this is what quoting for international technical trade actually requires.
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Frequently Asked Questions

Can handify CPQ replace Salesforce CPQ or DealHub for ingredient and chemical sales?

For international ingredient and chemical trade, handify CPQ is purpose-built. It includes global tax intelligence, incoterms with supply chain automation, legal blocks, price history, and category manager rules — capabilities that generic CPQ tools don't offer and would require massive customization to approximate.

How does tax intelligence work for complex countries like Brazil?

handify maintains a global tax catalog by country. For complex tax regimes like Brazil with multiple cascading taxes, the system automatically identifies and calculates the right tax structure for each transaction — no manual lookups or spreadsheet formulas.

How do incoterms connect to the supply chain team?

When a rep selects an incoterm, the system can trigger a charge request to the logistics team. They receive the full quote context plus automatic product flags (hazardous, requires refrigeration, special handling) so they can calculate freight and charges accurately.

What are partial quotes and how do they help?

You can send a quote without freight or logistics charges while those are being calculated. The system automatically adds professional notes explaining what's pending — so the client has pricing confirmed and the deal keeps moving while export and logistics finalize their part.

How does price history help with margin coherence?

While building a quote, you can see every price this product has had with this specific client, plus search across all SKU prices for quick reference. This ensures your team stays coherent with margins and doesn't quote inconsistently.

What are category manager business rules?

Category managers can define pricing rules like 'minimum 10% increase for this product code due to market conditions' with a required justification. When reps create quotes, these rules are applied automatically — ensuring commercial strategy is followed across the team.

How do legal blocks work?

Legal terms and conditions are managed by branch, quote type, and language. When a quote is generated, the correct legal blocks are inserted automatically — always current and in the right language. No more copying outdated legal text from old quotes.

Is handify a good CPQ for flavor and fragrance companies?

Flavor and fragrance quotes involve multi-currency pricing, incoterms for international sample and bulk shipments, tiered pricing structures, and compliance clauses — all of which generic CPQ tools handle poorly. handify CPQ was built for the international trade dynamics of flavor and fragrance companies: built-in tax intelligence for cross-border transactions, incoterm-driven supply chain tasks, a charges catalog for standard freight and regulatory fees, and professional PDF generation. Category managers set pricing rules that the system enforces automatically.

What quoting software do specialty chemical companies use?

Specialty chemical quoting requires complex pricing structures, regulatory compliance language, export controls, and multi-currency transactions across international clients. Most chemical companies use Salesforce CPQ, spreadsheets, or custom ERP modules — none of which understand the full commercial context of a technical sale. handify CPQ connects every quote to the product's full technical data, certifications, and compliance documents. Price history per customer, legal blocks for restricted markets, and approval routing built specifically for chemical sales.

How does handify CPQ work for pharma ingredient and API sales?

Pharma ingredient and API quoting involves highly regulated processes: certificate requirements, quality agreements, GMP documentation, and strict approval hierarchies. handify CPQ handles this with multi-level approval workflows that carry full product context — approvers see the API's regulatory status, quality documents, and pricing history in the same view where they approve or reject. Legal blocks prevent quotes from going to restricted markets, and every approved quote generates a professional PDF with the exact certifications and regulatory statements pharma clients require.

How does handify CPQ work for pet food ingredient quoting?

Pet food ingredient quoting involves species-specific pricing, guaranteed analysis documentation, AAFCO/FEDIAF compliance statements, and sustainability certifications that must accompany every quote. handify CPQ pulls all of this from your product catalog automatically — when a sales rep builds a quote for a palatant or functional protein, the guaranteed analysis, regulatory data, and applicable certifications are already attached. Approval workflows ensure pricing accuracy for premium pet food ingredients, and every quote generates a professional PDF ready for pet food formulators.

See enterprise CPQ for international technical trade

Tax intelligence, incoterms, legal blocks, price history, business rules — built for how you actually sell.

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