Guides
Quoting guides for technical distributors
Practical walkthroughs for inside sales teams: how RFQ lines are matched to your own catalog, which quantity and part number errors to test for, and what should stay a human decision.
Guide · Inside sales
RFQ software vs. ERP quoting vs. spreadsheets
Should a technical distributor quote RFQs in the ERP, in spreadsheets or with dedicated RFQ software? A practical comparison of intake, part matching, pricing and approval.
Guide · Inside sales
RFQ automation for technical distributors: from email to an approved quote
How technical distributors turn RFQ emails, PDFs and spreadsheets into reviewable quote drafts matched to their own catalog, with a person approving.
Guide · Test cases
Unit of measure, pack size and part number errors in RFQs: test cases
Test cases for RFQ lines that go wrong: packs versus pieces, pack sizes, minimum quantities, 1.000 versus 1,000, leading zeros and near-miss numbers.
Guide · Extraction
How to extract RFQ line items from PDF and email — and what to check afterwards
How RFQ line items get out of email text, PDF attachments and spreadsheets: what goes wrong, what fixed rules can read and what a person must check.
Guide · Matching
Customer part number matching: from your customer’s number to your own catalog article
Customers order with their own part numbers. Where the mappings to your catalog come from, which errors they cause and when a mapping counts as safe.