Adaptive quoting changes the quotation workflow, recommendations or required approvals in response to customer, product and deal context. Instead of presenting every seller with the same static form, it uses rules or models to surface relevant products, questions, prices and controls.
What inputs can shape the quote?
- Customer segment, location and contract status
- Selected products, dependencies and compatibility
- Quantity, term, currency and delivery conditions
- Cost, margin, discount and approval thresholds
- Historical outcomes or approved recommendations
How does adaptive quoting work?
The system evaluates the available context, asks for missing information, applies configuration and pricing rules, and adjusts the next action. It may hide irrelevant fields, recommend an option, require evidence or route an exception for approval.
Adaptive quoting vs. dynamic pricing
Adaptive quoting changes the broader quote experience and decision path. Dynamic Pricing specifically changes a price in response to defined inputs. An adaptive workflow can use a fixed price, and dynamic pricing can operate without changing the workflow.
What controls are needed?
Record the inputs, rule or model version, recommendation, override and final approval. Sellers should be able to understand why a required step appeared, especially when the result affects price, margin or customer eligibility.
