What this solves
A customer asks for a price. You type up a quote. They say yes, so you type it again as an order. Then you type it a third time to send an invoice. Every retype is a chance to get a price wrong, forget a follow-up, or get paid late. We connect the whole path so one request flows straight through to a paid invoice — no retyping, nothing dropped.
RFQ to quote, connected
RFQ intake feeds quote generation automatically. The handoff between "they asked" and "you sent the quote" stops being a manual data-entry step.
Orders that flow to invoices
Accepted quotes become orders; orders generate invoices; invoices post to your books. Each handoff happens automatically with status tracking at every step.
Status visible at every stage
Where each deal sits — quoted, accepted, fulfilled, invoiced, paid — visible in one place. The Comprehensive tier adds a customer-facing portal where buyers check their own status.
We have negotiated pricing per customer. Will quotes pull the right numbers?
es. Customer-specific pricing, contract terms, volume discounts, and approved alternates stay in the system per account. When an RFQ comes in for that customer, the quote pulls their negotiated numbers, not the list price. You stay in the approval loop on anything outside the rules — judgment work stays yours; the typing work disappears.
Our quotes come in by email, phone, and contact forms. Can it handle all of them?
Yes — the Standard tier handles email-driven RFQs out of the box. The Comprehensive tier adds multi-channel intake including phone notes, contact forms, and marketplace messages. We map your actual inbound channels in the first week of the build, so the system fits how RFQs really arrive.
What happens to quotes and invoices already in flight when we switch?
They stay where they are. The automation runs in parallel on new RFQs only — your existing pipeline finishes the old way. We don't migrate live deals, so there's no risk of an invoice going to the wrong place during the switch.
Does the invoice actually post to our books, or just sit somewhere we have to copy from?
Posts directly to your accounting system. The Standard tier pushes invoices into your books with line items, customer, and payment terms — nothing to retype. The Comprehensive tier adds a customer-facing portal where buyers see their order status without emailing you.
