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Active Quote Exposure guide

Review which open quotes may be affected by a manufacturer price-list change.

Branch managers, pricing managers, inside sales leaders, operations, and distributor teamsUpdated May 11, 2026

Common questions this answers

  • What files does it use?
  • What does exposure mean?
  • Can it email customers?

Inputs

  • A current manufacturer price list.
  • An active or open quote export.
  • Optional old price list for estimated exposure math.
  • Optional margin target or threshold settings.

What the report shows

  • Quotes and quote lines that may be affected by price increases or decreases.
  • Quotes below the configured margin target.
  • Quotes that may need requote review.
  • Missing current prices, unmatched quote items, duplicate quote lines, and unit/currency/pack-size issues.
  • Branch, customer, salesperson, and project rollups when those fields are present in the user-provided export.

Exposure is estimated

Exposure and margin calculations use user-provided file values. They are decision-support outputs, not final accounting, contract enforcement, or pricing approval.

No customer communication

Partrek does not automatically email customers, suppliers, manufacturers, or sales reps. The output is a review list for your team.

Privacy behavior

Raw quote rows, customer names, quote numbers, part numbers, descriptions, prices, margins, file names, and spreadsheet contents are not sent to CRM, analytics, or email by default.