Quoting software for PVF distributors

Five specs per line.
Forty lines per RFQ.

PVF quoting software reads the spec on every line of a pipe, valve, and fitting request and turns it into a quote your rep can check. ChannelFlex pulls size, schedule, material, pressure class, and ends off the RFQ or ISO takeoff. It matches each line to your catalog and flags what it cannot settle. Your rep reviews the quote before anything reaches the customer.

Your reps approve every quote before it goes out.
Blue iron gate valves lined up in a distributor warehouse
34 lines matched, high confidence
6 lines flagged for your rep
Representative example

Quoting today

Every line is a spec sheet. Every spec is a chance to get it wrong.

PVF quoting is slow because it is precise. A 2" 150# flanged gate valve in carbon steel is not the same item as the one in stainless, and no match is better than a wrong match. Your customer expects you to know that without being told.

Specs arrive in every order and format

A106 B pipe, A234 WPB fittings, A105 flanges, all on one wall schedule. One customer writes 2" SCH 40 A234 WPB BW 90 LR. The next writes 2 in sched 40 LR ell, butt weld, carbon. Same part. Your rep translates every line before they can price it.

Non-stock sourcing eats the day

On a big takeoff a good share of the lines are items you do not carry. Each one means a vendor email, a wait, and a follow-up before the quote can go out.

A wrong class or material is a returned shipment

Ship 150# when the job needed 300#, or carbon when the spec said stainless, and the whole order comes back. The project is late, the customer is angry, and the margin on the order is gone.

How ChannelFlex handles it

How ChannelFlex handles a PVF RFQ

Read the specs, match the stock, flag what needs a person, line up the sourcing. Your reps make the calls.

01

Capture the request

Forward the RFQ, the spreadsheet, or the PDF off the ISO takeoff. ChannelFlex reads every line for size, schedule, material, pressure class, and ends.

Inbound · Summit Industrial Piping8:05 AM
PDF · ISO_takeoff_rev2.pdf

“2" SCH 40 A234 WPB BW 90 LR x24; 2" 150# RF WN flange A105 x12; 2" gate valve x6”

02

Triage stock vs non-stock

Each spec is matched to your catalog with a confidence score. Stock prices out. Lines that could fit several items are flagged, not guessed.

Structured · 40 linesReady to review
2" SCH 40 A234 WPB BW 90 LRELL-BW-2-40-WPB
2" 150# RF WN flange A105FLG-WN-2-150-RF
rep changed from FLG-SO-2-150-RF
2" gate valve, class not givenreview
03

Source the non-stock

Non-stock lines are routed to your vendor options and grouped per supplier, so your rep sends one request instead of a dozen.

Non-stock · 2 itemsSourcing
3" 300# gate valve, SS2 vendor options
4" SCH 80 A106 B1 vendor option
04

Rep checkpoint

Your rep reviews every match, confirms the valve class, and sets the price. Nothing goes to the customer until a person approves it.

DK
Dana K. · Inside sales
Reviewing 40 lines
34 approved · 6 flaggedReview 6 flagged
05

Quote goes out

Every line is tied to a real part number, material spec, and class. Your rep's answers are on paper, not in a follow-up call.

Quote #Q-7781Ready
40 linesSent 10:05 AM
Total$18,420.00
06

Hand off to the ERP

On acceptance the quote becomes a sales order in your ERP. No retyping, no transposed schedules, no class that changed between quote and order.

Sales order SO-9034
40 lines · no rekeyingPushed to ERP

Representative example. Companies, people, part numbers, and prices shown are fictional.

Works alongside the ERP you already run

EpicorProphet 21EpicorEclipseInforCloudSuite DistributionNetSuiteSAPMicrosoft Dynamics 365Business Central

Running SYSPRO or a legacy system? Mention it on the demo call.

Results

What Pipe, Valves & Fittings distributors see once ChannelFlex is on the desk.

15 sec
To turn an RFQ into quote-ready line items, down from 60 minutes
3+ hrs
Manual entry saved per rep, every day
90%+
Line-item match accuracy, with review on the rest
$150K
Recovered per year from quotes that used to slip away

References available on the demo call.

What it takes to start

Live in weeks, not months

Real requests flowing within two to four weeks of starting. Reps forward requests the way they do today and approve the draft in ChannelFlex; the one new screen is the review checkpoint.

A pilot first, with fair and transparent pricing

Start with a pilot on your own requests and prove it on your desk before you commit. Straightforward terms, explained before you start.

Questions

What PVF teams ask before they book.

Yes. Forward the PDF or the spreadsheet. ChannelFlex reads every line and pulls out size, schedule, material, pressure class, and ends, then matches each one to your catalog. Lines it cannot settle with confidence are flagged for your rep instead of guessed.

Nick TomassettiFrom our founderNo Match Is Better Than a Wrong MatchWhy a flagged line beats a confident wrong match on a PVF takeoff.

See ChannelFlex turn an RFQ into a quote, live.

A 30-minute demo built around representative Pipe, Valves & Fittings requests. Have a real one? Send it before the call and we will run it live instead.