Slow quotes lose business.Manual orders waste hours.

Faster quotes. Cleaner orders. Win more business.

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Quoting is too slow. Order entry is too manual.
Both are costing you money.

When an RFQ comes in

PDF3

Requests arrive in 5 different formats

Emails, PDFs, spreadsheets, free-text. Every one needs to be interpreted before anyone can act.

Reps spend 30+ minutes per quote

Searching catalogs, matching SKUs, looking up cross-references. All manual.

Senior reps become the bottleneck

The only person who knows which SKU fits is busy, out sick, or gone.

Quote goes out late. Or not at all

By the time you respond, the customer went with whoever quoted first.

When an Order comes in

Part #QtyPrice!

Line items don't match your catalog

Customer part numbers, shorthand, competitor SKUs. None of it maps cleanly.

Someone hand-types it into the ERP

Every line item, every quantity, every price. Manually. One by one.

Errors slip through

Wrong SKU, wrong quantity, wrong price. Nobody catches it until the customer calls.

Customer calls about the wrong shipment

Trust erodes. Margin shrinks. The account is at risk.

Whether it's a quote or an order, the bottleneck is the same.

One platform for the two biggest bottlenecks in your sales operation.

RFQ or Order. We handle intake, interpretation, and matching automatically.

Every request captured. Every line item extracted

RFQs and orders arrive as messy emails with PDFs, spreadsheets, and free-text. ChannelFlex captures them all and extracts every line item, quantity, and spec automatically.

  • Any email format
  • PDFs & spreadsheets
  • Free-text line items
INBOXPDFPDF4 items extracted

No more guessing which SKU fits

Every line gets matched to your catalog with ranked alternates. Reps catch discrepancies before anything goes out.

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Non-standard part numbers? Resolved

When customers use outdated or non-standard numbers, ChannelFlex resolves them to your catalog automatically.

Competitor SKUYour catalog

Your reps stay in control. We do the grunt work.

Rep approval required

Nothing happens without a rep signing off.

Full audit trail

See who changed what and when it went out.

Easy to correct

Quick edits to quantities, alternates, and price.

Results in the first week.

Most implementations take months. Ours takes days.

Day 1

Kick off.

  • Share sample RFQs or POs
  • Send your catalog export
  • Integration setup begins
  • No IT setup required
Week 1

Go live.

  • Your catalog is loaded and matching
  • Forward your first real requests
  • See them structured in minutes
  • Reps quoting from the platform
Week 2+

Scale it.

  • Roll out to more reps and branches
  • Matching accuracy increases over time
  • Integrations are live
  • First time savings measured

Works with your existing stack.

ChannelFlex connects to the ERPs and CRMs you already use.

Epicor
Sage
SAP
NetSuite
Infor
Dynamics 365
Acumatica
Salesforce
HubSpot
+ more

+ custom integrations

Don't see yours? We'll make it work. Let's talk

See what your team looks like quoting and processing orders 5x faster.

5x
faster quoting
90%+
match accuracy
Week 1
time to results

Pilot with one team using your real RFQs and orders. Results in the first week.

Book a demo today

Common questions.

Proud Members

ISA - Industrial Supply Association