Services · Sales and order desk

Quote and order entry automation

We automate quote and order entry: emailed RFQs and PDF purchase orders become draft quotes and sales orders in the ERP you already use, for your team to review and release.

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Who it is for

Distributors and manufacturers whose customers email RFQs and PDF purchase orders
Order desks and inside sales teams retyping line items into an ERP
Companies that cannot get every customer onto EDI or a portal

Typical problems

RFQs and POs arrive mixed with everything else in one inbox.
Customer part numbers and descriptions have to be matched to your item master by hand.
Long multi-line orders are retyped, and one wrong quantity ships the wrong thing.
Ship-to details, dates and change orders are easy to miss.

What we automate

Incoming RFQs, POs and change orders are sorted as they land.
Line items, quantities, units and dates are pulled from the PDF or spreadsheet.
Each line gets a suggested match to your item master using the cross-references you already keep; uncertain matches are flagged.
A draft quote or sales order is built in your ERP for a person to price, check credit and release.
Missing or conflicting details are caught early, with a draft reply ready.

How we do it

Audit. We sit with the people doing the work, map where the time goes, and rank what to automate, with a rough cost and payoff for each.
Pilot. We build the best first candidate inside your existing systems. Your team uses it on real work, and we measure the time it saves.
Run and improve. We keep it working, handle the edge cases, and add the next process when you are ready.

Systems

We commonly work with your existing ERP or order system, where it accepts imports or draft orders through a connection you trust; QuickBooks; Microsoft 365 or Google Workspace email; Excel. If yours is not listed, ask; most of the work is about how your process runs, not the brand of software.

Price and engagement

Most companies start with a process audit: $4,500, fixed price, 1–2 weeks. A pilot build is fixed scope, 4–6 weeks, $12,000–$20,000. Ongoing support is $3,000–$6,000 per month. You know the cost before you commit, and you own what we build.