From "send me a quote" to a placed order.
RFQs arrive by email, live in inboxes, and die in spreadsheets. We build quoting into the store: buyers request from real products, sales responds in one thread, terms get approved, and the accepted quote becomes an order without retyping.
What is a quote / RFQ workflow?
RFQ means request for quote: a buyer asks for pricing on specific products and quantities, and a negotiation follows. A quote workflow moves that whole conversation into the store: the request is built from the actual catalog, every counter-offer is a tracked version, approvals happen on both sides, and the final quote converts into an order at the agreed prices. Sales keeps the relationship; the system keeps the paperwork.
The quoting flow we build in.
RFQ from the catalog
Buyers build a quote request from real products and quantities, not a free-text email your team has to decode.
Negotiation with versions
Counter-offers and revisions tracked in one thread: no more guessing which spreadsheet was final.
Approvals on both sides
Your pricing approvals and the buyer's purchase approvals, built into the same flow.
Quote to order in one click
An accepted quote becomes an order at the agreed prices: no retyping, no drift between quote and invoice.
Expiry & follow-up
Quotes carry validity windows and reminders, so open quotes get answered instead of forgotten.
A record that syncs
Quotes, orders, and terms flow to your ERP and CRM, so sales sees the whole history in one place.
Sales keeps the deal. The system keeps the admin.
Quoting by inbox costs deals to slow replies and lost threads. The workflow closes that gap.
Discovery → Build → Certify → Scale
A senior-led delivery model built for revenue-critical commerce: predictable and transparent.
Discovery
We map the workflow, the constraints, and the compliance surface before a line of code.
Build
Senior engineers ship in two-week sprints. You see working software, not status decks.
Certify
Security and compliance are tested as we go (ADA/WCAG, PCI DSS, SOC 2 controls), never bolted on at the end.
Scale
We harden, instrument, and hand over, or stay on as your embedded product team.
Questions buyers ask us first
No, it removes their admin. Reps still negotiate and own the relationship: the workflow handles the tracking, versions, approvals, and conversion so deals stop dying in inboxes.
Of course. Reps can raise a quote on the buyer's behalf in the same system, so the conversation can start anywhere and still end as a tracked, convertible quote.
Quotable line items can include configured products and custom terms: how far that goes depends on your catalog, and we'll scope it honestly in the strategy session.
Yes: quotes and resulting orders flow to your ERP, and the activity lands in your CRM, so finance and sales each see the truth in their own system.
With a free strategy session: we walk through how quoting works today (who asks, who approves, where it stalls) and design the workflow around your real process.
Related b2b / wholesale commerce services
Turn quoting from email ping-pong into a pipeline.
Book a free strategy session: we'll map your quoting process and show you the workflow that converts it.