A packaging supplier's reps spent days emailing quotes back and forth. We built a self-service portal where buyers assemble their own quotes with live tiered pricing, e-sign, and convert straight into ERP orders — cutting quote-to-order from three days to 25 minutes.
Typical results
2.3x
More quotes issued
12h
Rep time freed weekly
0
Tier-pricing errors
Figures reflect typical results for this kind of automation.
The challenge
Every wholesale quote was a thread: the buyer emailed a list, a rep looked up tier pricing, typed a PDF, and waited. A round of changes added a day, and the average quote took three days to become an order. Reps burned 14 hours a week on quote admin, and manual tier lookups regularly priced customers wrong.
Before and after
Quote to signed order
−99%Rep hours on quote admin weekly
−86%Quotes issued per week
2.3×The automation
We built a buyer portal wired to the ERP. Each customer logs in and sees their own catalog with their negotiated tier; volume breaks recalculate line by line as they build the quote. One click sends the finished quote to e-signature, and a signed quote converts to an ERP sales order automatically — the rep just gets a notification. Quotes nearing expiry nudge the buyer and flag the rep to call.
How it works
- 01
Build
The buyer assembles a quote from a live catalog showing their own prices.
- 02
Price
Customer tier and volume breaks recalculate every line in real time.
- 03
Sign
The finished quote goes out for e-signature in one click.
- 04
Convert
Signed quotes become ERP sales orders instantly; the rep just gets notified.
- 05
Chase
Quotes nearing expiry nudge the buyer and open a follow-up task for the rep.
Starts from
- Business buyers
- ERP price tiers
Delivers
- E-signed quote
- ERP sales order
- Rep notification
The impact
A quote now travels from first click to signed ERP order in 25 minutes. Weekly quote volume grew from 18 to 41 as buyers began self-serving around the clock, rep admin dropped from 14 hours a week to two, and tier pricing errors have disappeared completely.
Questions about this automation
How does each buyer see their own prices?
Each buyer logs in to the portal, which reads their customer tier and negotiated prices from the ERP. As they add products, volume breaks recalculate every line in real time, so the quote always reflects the current price list. When a price changes in the ERP, the portal shows the new figure right away.
What happens after the buyer signs the quote?
The finished quote goes out for e-signature in one click. Once it is signed, the automation creates a sales order in the ERP with the same lines and prices, and the account rep gets a notification. Nobody retypes the order, so the signed quote and the order always match.
How are quotes that stall handled?
Each quote has an expiry date. As it gets close, the buyer receives a reminder and the rep gets a follow-up task to call, with the quote and its lines attached, so the call starts from the right numbers. This is a multi-step build, usually rolled out in stages, often starting with the top accounts.