22. August 2022

Simplify your sales process with interactive pricing calculators

Imagine this: your sales team uses a complex pricing model to create detailed, custom price quotes for prospective clients. The model is built in Excel and it’s huge. Every adjustment to an individual quote or modification to the pricing structure requires labor-intensive calculations and sending Excel sheets back and forth – the team does so constantly.

What’s more, your team needs to send professional-looking quotes out to clients and/or internally to other departments, so they create and email PDFs for each — often multiple times. It’s a time-consuming and error-prone process. Sound familiar?

Streamline the journey from quote-to-cash

With GRID, your spreadsheet data actually acts as an engine, powering the custom sales calculators, reports, and dynamic dashboards that teams like yours need.

Working with an interactive pricing calculator streamlines the complexities of a customized solution. Instead of going back to the drawing board every time you create a new quote, you’ll be able to help your clients smoothly navigate their options right in your sales meeting.

Relating costs and benefits to clients in a tangible way will help your team accelerate the quote-to-cash process & help clients feel better informed when making decisions.

The benefits of a GRID-built pricing calculator

  • Easy to update & maintain
    Any changes you make to Notion databases or spreadsheets stored in cloud drives will update your GRID calculator automatically. Uploaded spreadsheets will do the same via a simple manual refresh.

  • Interactivity
    Need to help prospective clients better understand the details of their quote? An interactive sales calculator is a fantastic tool for exploring complex product configurations, making it easy for your sales team to show clear value to clients.

  • Shareable & secure
    Ready to send a quote to your clients, or collaborate with a colleague in another department? Just click Share to grant access or send the document via link. GRID docs have a variety of privacy settings to ensure that confidential information stays that way.

Build smart, internal sales tools

In this section, we’ll walk you through this interactive Price quote calculator template. Just copy & customize to get some useful hands-on GRID practice. Let’s dive in!

Price quote calculator gif
  1. Prep your spreadsheet, database, or GRID Sheet. In the example template, we have two sheets connected: one for the model and one for the price list.

  2. Connect or upload your data. You can select multiple data sources for your new GRID document, including Airtable and Notion databases.

  3. Take some time to play around with layout options and look at how we’ve set up the template. We’ve used Column elements with 1 to 4 columns throughout, but you can add or remove columns to your liking using the Edit icon.

  4. At this point, you can add interactive features into your columns. Choose from checkboxes, input fields, formula outputs and more — depending on how you’d like people to interact with the calculator. You’ll find a list of GRID elements under the Insert menu [+].

5. For the example template we used:

  • Input fields to collect customer information & date of quote.

  • Dropdown selections for order quantities and product categories.

  • Formula outputs to display values for Unit price, billing information etc.

  • Checkboxes to determine visibility of individual columns and the final quote.

  • We also used tables to show a clear breakdown of costs.

  • Finally, select data for each of your elements. You can practice using the sample data in the template, or replace it with data from another source.

Insert interactive elements

Interacting with the data in the template demonstrates how each variable affects the final quote. It’s easy to reset all document inputs when you’re done exploring – especially when you need to create and share multiple quotes based on the same pricing structure.

We hope you’re inspired to build your own range of interactive calculators and internal tools. Need more inspiration? Grab one of these templates and make it your own.

If you’re looking for assistance on this or any other topic, stop by our Help center for answers, tutorials, and friendly GRID team members who are ready to assist.

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