Creating accurate, fast, and professional sales quotes is a big part of winning deals. But flipping through price lists and manually entering unit prices wastes time—and leaves room for costly mistakes.
TeamGram CRM’s Automatic Price Lookup feature changes that.
By automatically filling in the correct price when you add a product to a sales quote, this feature helps you move faster, reduce errors, and stay fully aligned with your company’s pricing strategy—all without slowing down your momentum.
Here’s why it’s a game changer for account executives.
What Is Automatic Price Lookup?
When you add a product to a sales quote in TeamGram CRM, the system automatically fetches the correct unit price for that product from the company’s price lists—no manual lookup needed.
Not only does this save time, but it also ensures that you’re quoting the right price every time, even if different customers have different agreed price levels.
Benefits of Using Automatic Price Lookups
1. Save Valuable Time
No more jumping between spreadsheets or PDFs to check prices. Add a product, and TeamGram CRM fills the price for you automatically—helping you create quotes faster and saving valuable time to close more deals.
2. Eliminate Pricing Errors
Manual price entry is one of the most common sources of mistakes in quoting. Automatic lookups ensure every quote uses the correct prices.
3. Centralized Pricing for the Entire Team
TeamGram CRM maintains a single, centralized price database, ensuring that everyone on the sales team quotes consistently. When a price update is made, it takes effect immediately across the entire team—eliminating discrepancies and keeping everyone aligned with the latest pricing.
4. Support Differential Pricing
If your company uses differential pricing (offering different prices to different customer segments), TeamGram CRM can automatically select the appropriate price based on the tags attached to the client’s record—saving you from having to remember special pricing rules.
5. Stay Within Approved Pricing
Managers can choose to lock unit prices, meaning you can’t accidentally change them while quoting. This ensures consistent, approved pricing across the sales team without slowing you down.
6. Make Quoting More Professional
Faster, more accurate quotes mean better customer experience. It shows that you are organized, detail-oriented, and serious about earning their business.
How to Use Automatic Price Lookups in TeamGram CRM
Using this feature is simple and automatic:
Before you begin, make sure your product records in TeamGram CRM have all price and currency fields properly filled in and are up to date.
- Start a New Quote in TeamGram CRM.
- Add a Line Item: Choose the product you want to include.
- Let the System Fill the Price: TeamGram automatically fetches and fills in the correct unit price.
- If differential pricing is in use, and a tag rule is defined, the system automatically selects the right price tier based on the customer’s tags—no need for manual adjustments.
- Complete the Quote: Add quantities, discounts (if permitted), and any additional information, then send the professional, accurate quote to your customer.
If your managers have disabled manual price edits for you, you’ll notice that unit prices are locked once filled. This helps enforce the pricing policies easily.
Final Thought
Automatic Price Lookups in TeamGram CRM isn’t just about saving time—it’s about selling smarter, faster, more productively.
It protects you from mistakes, speeds up your workflow, strengthens customer trust, and ensures every quote you send is aligned with company pricing strategies.
Take advantage of it every time you create a quote—and focus your energy on what really matters: building relationships and closing deals.