Quote and order drafts for technical wholesalers

For technical wholesalers, product selection needs to meet customer specifications and pricing terms. Reqventa structures requests and prepares suggested quote and order drafts for your sales team to check against your catalogue.

Where customer requests meet your product catalogue

A plumbing, electrical or automation request may contain a long list of products and technical requirements. Interpreting that content is preparation; your salesperson still needs to assess the correct specification and application.

  • 01Extensive catalogues include many closely related technical products.
  • 02Technical specifications must be checked against the selected product.
  • 03Large requests need structure before pricing can be prepared.
  • 04Customer pricing terms need to fit the existing ERP workflow.

How Reqventa supports your sales team

Structure extensive requests

Reqventa interprets the content and organises it into product lines. That gives your salesperson a draft to review, whether the customer sends PDF, Excel or free text.

Keep technical review with your team

Suggested products include confidence levels and alternative matches. Your salesperson checks that the product and specification meet the customer’s needs.

Prepare drafts for your workflow

Customer-specific prices are applied before approval. CSV export is available; ERP connectivity needs to be assessed against your system and the actual integration status.

Reqventa AI matching view with suggested products and confidence levels
Suggested products and confidence levels for salesperson review. 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

Is support for every technical standard verified?+

No. Reqventa prepares suggested product matches; this does not mean verified support for every industry-specific standard. Your salesperson checks requirements and specifications.

Can Reqventa connect to our ERP system?+

It depends on your system and the available integrations. Explore the integration overview and discuss your workflow during a demo. We do not promise support for every ERP system.

Can requests include both Excel and PDF files?+

Yes. Incoming emails can include Excel and PDF attachments. Reqventa structures the content for product matching and review before a quote or order is approved.

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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