Who it is for
B2B distributors, wholesalers and building-supply companies of roughly 5–50 people, where inquiries, quotes and orders pass through email, spreadsheets and several people before the warehouse or office can act.
- One team handles inquiries, quotes and orders.
- Orders arrive in up to three formats, such as email, PDF and a web form.
- You keep one price list and one system where orders should end up.
- You want a staged project with acceptance checks, not an all-at-once system.
WHAT IS INCLUDED
Inquiry → quote → confirmed order, in one standard scope.
Intake
Inquiries and order documents from one entry point become records with source, owner and missing-information flags.
Quote and follow-up
Quote versions and status are tracked, with follow-up drafts for a person to send. Checkpoint A: a person confirms prices and discounts.
Order confirmation
Accepted quotes become confirmed orders. Checkpoint B: a person confirms quantities and delivery dates.
Handoff
A handoff goes to the warehouse, office or next system. Checkpoint C: a person approves it.
What you receive
- Standard scope: 1 team, 1 entry point, 1 target system
- Up to 3 input formats and about 25 fields
- 1 price list and 1 handoff output
- Human checkpoints A, B and C with a visible history
- An exception queue, failure alerts and recovery steps
- An operating guide, training and about 20 acceptance samples
How we check it works
- Tested with about 20 samples: normal, missing fields, duplicates, format errors, extraction failure and retry, and human correction.
- Every record traces back to its source.
- Nothing is silently dropped; failures appear in the exception queue.
- Prices, discounts and delivery dates are confirmed by a person before anything is sent.
- A team member completes one full run on their own.
PRICE AND STEPS
Scoped quote
Phase 1 is quoted after a scoping review of your formats, fields and target system. Both starter projects are parts of this workflow, so you can start small and extend later.
- Free 20-minute workflow check
- Scoping review and written quote
- Build in stages, with human checkpoints
- Acceptance with about 20 samples, then optional support
Scope boundaries
- No handwriting recognition, ERP writes, pricing engine or customer portal.
- No real-time inventory promises and no automatic accounting entries.
- You decide prices, discounts, credit and delivery dates; we set up how those rules are applied.
- No promise of revenue growth or saving a headcount.
- Monthly support is discussed only after phase 1 is in use.
BEFORE WE START
A few good questions.
Do we have to start with the full project?
No. You can start with the Inquiry & Quote Desk or Order & Document Intake, then extend to phase 1 once the first part is working.
Will it replace our ERP or accounting system?
No. Phase 1 hands confirmed orders to your existing system or team. ERP writes and accounting entries are custom work.
Who decides prices and delivery dates?
You do. The workflow applies your rules and asks a person to confirm before prices, discounts or delivery dates reach a customer.
HOW TO START
Start small. Extend when it works.
Every engagement starts with a free 20-minute workflow check. The starter projects are fixed-scope parts of the same order workflow, so each step builds on the last.
20-minute workflow check
FreeWalk us through one inquiry or order. You get a short summary of where it slows down and one change you can make right away.
Book the checkInquiry & Quote Desk
From CAD 1,500Every new inquiry gets an owner, a deadline and a visible quote status, with follow-up drafts your team reviews before anything is sent.
See the scopeOrder & Document Intake
From CAD 2,500Turn one type of incoming document, such as purchase orders, order forms or supplier invoices, into reviewed records in your spreadsheet, accounting tool or CRM.
See the scopeOrder Desk phase 1
Scoped quoteOne workflow from inquiry to quote to confirmed-order handoff, with a person confirming every step that involves prices, discounts or delivery dates.
Either starter project can be extended into phase 1.
See the scope