‍Overview

Client: Wholesale manufacturer
Catalog: Configurable / made-to-order products
Customers: Distributors, B2B buyers
Core Challenge: Manual quoting + slow order cycles

The Problem

Before the system:

• Orders started as email-based quote requests
• Sales teams manually created and sent quotes
• Pricing varied per customer and lived in spreadsheets or ERP
• Quotes required back-and-forth communication before approval
• Orders had to be manually re-entered after approval

Key issue

Every order required manual work—slowing down the entire sales cycle.

The Goal

Create a system where:

• Customers can request quotes directly online
• Pricing is automatically applied per account
• Quotes can be approved and converted into orders instantly
• The process removes manual back-and-forth communication

What We Built

1. Quote-to-Order Workflow

• Customers request quotes directly from product pages or cart
• Structured quote generation system
• Approval workflows built into the process

2. Customer-Specific Pricing System

• Account-based pricing visibility
• Support for negotiated pricing and contract terms
• Automated pricing logic

3. Configurable Ordering Experience

• Structured product selection for complex or configurable items
• Clear product and pricing visibility
• Reduced errors in ordering

4. System Integration

• Orders synced into backend systems
• Reduced manual data entry
• Improved accuracy across operations

The Outcome

Operational Improvements

• Reduced manual quoting workload
• Faster quote turnaround time
• Fewer errors in order processing

Customer Experience

• Faster quote requests and approvals
• Clear pricing visibility
• Reduced back-and-forth communication

Business Impact

• Shorter sales cycles
• Increased order conversion rate
• More scalable quoting and ordering process

Before vs After

Before

• Quotes via email
• Manual pricing handling
• Back-and-forth approvals
• Orders re-entered manually

After

• Structured quote-to-order system
• Automated pricing
• Faster approvals
• Direct order conversion

Key Takeaway

In wholesale and manufacturing, the bottleneck isn’t demand—it’s the quoting process.

A structured quote-to-order system removes friction and accelerates revenue.

See How This Would Work for Your Business

We’ll walk through your current quoting and ordering process and show how it can be turned into a structured system.

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