Quote and order handling for industrial suppliers

A customer may request fasteners, tools and machine accessories in the same email. Each line needs the right product and customer price. Reqventa helps industrial suppliers prepare quotes and orders, with the salesperson reviewing the result.

Where customer requests meet your product catalogue

Requests from workshops and industrial customers often combine several product groups. Sales teams need to bring that information together and check it before quoting or processing the order.

  • 01Customer descriptions and internal part numbers may differ from your catalogue.
  • 02Long lists combine tools, machinery, fasteners and consumables.
  • 03Salespeople look up products and check customer terms line by line.
  • 04Email threads and attachments need to become a single draft.

How Reqventa supports your sales team

Structure the mixed request

Reqventa interprets email, PDF and Excel content and organises it into product lines for your salesperson to review in one workflow.

Suggest products from your catalogue

AI matching uses the request content to suggest products. Confidence levels and alternative matches help your team identify lines that need checking.

Prepare the next step

Customer-specific prices and discounts are applied to the quote or order draft. Once approved, it can be exported or passed on through an available integration.

Reqventa requests view showing incoming customer emails and their status
Requests and incoming orders are collected for processing. The product view shows demo examples.

From customer request to quote or order

  1. 01

    A request arrives

    Email and attachments arrive in a connected inbox.

  2. 02

    The content is structured

    The customer and suggested products are linked to your records.

  3. 03

    Pricing and draft are prepared

    Customer pricing is applied to the quote or order draft.

  4. 04

    The salesperson reviews and approves

    Matches are checked and adjusted before anything moves on.

One connected workflow

Email handling

Connect Microsoft 365 or Google Workspace to collect incoming customer requests.

AI matching and review

Suggested product matches include confidence levels and alternatives for the salesperson to check.

Customer-specific pricing

Price lists, customer net prices and discounts are applied to the draft before approval.

Your existing systems

CSV import and export are available. ERP connectivity depends on the integration status and your system.

Frequently asked questions

Can a request include several product groups?+

Yes. The content is structured into product lines, with each line matched against your catalogue. Your salesperson checks the suggestions, including mixed lists.

What if a customer uses an internal part number?+

Reqventa uses the information in the request to suggest relevant products. An internal number does not guarantee a confident match; the salesperson reviews the confidence level and the result.

Does Reqventa handle direct customer orders too?+

Yes. The workflow covers quote requests and direct orders. The salesperson reviews and approves the draft before it moves on.

More industries

See Reqventa with your customer requests

Book a demo to discuss your product catalogue, customer pricing and quote and order workflow.

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