Quote requests arrive in email
Part numbers, quantities, and attachments get re-keyed.
Turn complex quote requests into priced, approved ERP orders without email ping-pong.
When your store isn’t wired to your ERP, your staff ends up doing the work by hand.
Part numbers, quantities, and attachments get re-keyed.
The quote, the ERP price, and the order can tell different stories.
Sales chases revisions while the customer waits.
Customers get self-service answers, and your team gets hours back every day.
Customers submit the product, quantity, and context once.
The quote starts from ERP pricing and product rules.
Accepted quotes become orders with the same account and terms.
The website should respect the main system, not recreate it.
Who is asking, for which account, and where it ships.
The same pricing and setup logic as the online store.
The ERP remains the main system for the transaction.
Start with the real version. Prove the rules before launch.
Document who requests, reviews, revises, and accepts.
Confirm the quote, order, and pricing handoff.
Make the quote request structured enough to act on.
Test a changed quantity, price, and attachment before launch.
Bring the hard questions to the first working session.
A quote that cannot be approved is still an email thread.
Decide what the customer sees and what the ERP owns.
Drawings, specs, and spreadsheets need a clear path.
The customer and rep should see the same version.
Start with the closest piece, then widen the scope.
Show us the request, the quote, and the order. We will map the clean sale and the ERP handoff.