Regal Quote Studio

1 · Price Basis

Basis sets which price list, catalog, and terms this quote uses.

2 · Quote Header

Customer / Company

Attn: Contact Name

Address Line 1

Address Line 2

City, State Zip

Quotation Date

Quotation No.

Sales Person Name

Title

3 · Add Items from Catalog

4 · Quote Line Items (0)

Mix freely: add catalog items above and custom (hand-typed) items below on the same quote. Custom items survive a price-basis switch; catalog items don't.

5 · Terms — pre-filled from the selected price basis; edits apply to this quote only

🛒 Quote Cart (0)

Empty — add catalog or custom items

Bulk Price Change

Price List

Adjustment Type

Amount (+ raise / − lower)

New Price Date (optional)

Edit Price List

Price List

Default Terms by Price List

One term per line. These are the defaults each new quote starts from; save permanently via Deploy Updated App below.

Price List

Deploy Updated App

After editing prices, download a new copy of this app with the changes baked in, then replace the file in SharePoint/OneDrive. SharePoint keeps version history automatically.

New Catalog Version Label