Faster quoting and automated order entryfor distributors and manufacturers.
Turn messy RFQs and POs into accurate quotes and ERP-ready sales orders. No manual data entry. No copying from email.
Your team spends less time typing and more time selling, while customers get answers in minutes instead of days.
- Turn messy RFQs into accurate quotes in minutes, not days
- Turn inbound POs into ERP-ready orders without manual data entry
- Match partner part numbers to your catalog the moment a PO arrives
- Help every rep quote like your best rep from day one
Quoting is too slow. Order entry is too manual.
Both are costing you money.
When an RFQ comes in
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
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 workflow for quoting and order entry.
From RFQ to accepted quote to ERP-ready order, ChannelFlex removes manual entry at every step.
Every request captured. Every line item extracted
RFQs and POs 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
No more guessing which SKU fits
Every line gets matched to your catalog with alternates surfaced. Reps catch discrepancies before anything goes out.
Non-standard part numbers? Resolved
When customers use outdated or non-standard numbers, ChannelFlex resolves them to your catalog automatically.
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.
Live in 2 to 4 weeks.
The integration is simple. The timeline scales with your workflow.
The integration is the easy part. We adapt to your workflow. Timing depends on how complex it is.
Kick off.
- Share sample RFQs/POs
- Walk us through your workflow
- Access to sandbox environment
- No IT project required
Go live.
- Your catalog is loaded and matching
- Forward your first real RFQs and POs
- See them structured in minutes
- Reps quoting and entering orders from the platform
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.
+ custom integrations
Don't see yours? We'll make it work. Let's talk
See what your team looks like quoting and entering orders 5x faster.
Pilot with one team using your real RFQs and orders. Results in 2 to 4 weeks.
Book a demo todayCommon questions.
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