Quote management software for B2B teams that actually close
This quote management software runs every step on one platform, from the first request for quote to a confirmed purchase order. Live product data, native approval routing, and a multi-step B2B checkout, no third-party configure, price, quote tool required.
due to workflow friction
for the full cycle
Your gap in RFQ software is costing you deals
Most B2B sales teams manage quotes in a patchwork of spreadsheets, email threads, and disconnected approval tools instead of dedicated RFQ software. Each handoff creates delay. Each delay costs a deal.
Buyer emails a request. Rep manually checks pricing in the enterprise resource planning system, copies stock-keeping units into a spreadsheet, and replies three days later.
Quote goes to a manager for approval via email chain. Versions multiply. No one is sure which quote the buyer has.
Buyer accepts, but the order must be re-keyed into the system. Pricing is already stale from catalog changes made that morning.
No visibility into which quotes are near closing. Reps chase blind. High-value deals slip through because no one noticed.
Buyer submits a request for quote from their portal. Live product data populates instantly. Rep adjusts price and sends in minutes.
Quotes above threshold route automatically to the right approver. Approval happens inline, with full context attached. One source of truth.
Buyer accepts. The quote converts directly to a confirmed order, no re-keying, no stale pricing, no sync delay.
Artificial intelligence quote scoring surfaces which open quotes are likely to close this week. Reps prioritise the right accounts at the right moment.
See what your quote delays are actually costing
Enter your current numbers. The calculator shows the revenue you recover when quote workflow software compresses your quote cycles from days to hours.
Your quote pipeline
with faster close cycles
from improved conversion
B2B quote to order, from buyer request to confirmed order in one platform
Every step of B2B quote to order connects natively: product catalog, pricing rules, approval workflow, and order management all run on the same data layer.
Request for quote software your sales team needs, built in
B2B quote to order covers it all: quote creation, negotiation, approval routing, checkout, and order management. All connected. All from one platform.
Quote creation, negotiation, and conversion to order
Buyers submit requests for quotes from their portal. Reps price against live catalog data and account-specific price lists. Buyers can counter-offer. When both sides agree, the quote converts to a confirmed order in a single step, no copy-paste, no re-entry.
Artificial intelligence quote scoring
Scores each open quote by likelihood to close, based on account history, deal size, product mix, and time since submission. Reps see which deals to call today.
Custom checkout flow builder
Build multi-step B2B checkout flows with purchase order number entry, offline payment terms, split shipment across multiple ship-to addresses, and tax-exempt account handling, all configurable without code.
Purchase order acceptance and payment terms
Accept purchase orders with offline terms at checkout. Net 30, 45, 60, or custom. Saved payment methods for repeat orders. Buyers manage their full payment history from the self-service portal.
Tax calculation and tax-exempt handling
Automatic tax calculation at checkout. Tax-exempt certificates stored per account and applied instantly, no manual review needed. Exempt status travels with the buyer across all their orders.
From manual approval chaos to a clean, fast cycle
A B2B promotional products company ran customer approvals through email chains and manual re-keying into the enterprise resource planning system. Custom pricing per account lived in a spreadsheet. Quotes expired before approvers saw them. Sales reps had no visibility into which deals were open or stalled.
After moving to quote management software that unified quotes, approval routing, and order management on one platform, manual bottlenecks were eliminated across 40+ B2B accounts. Customer-specific pricing now pulls live from the catalog. Approvers act in minutes, not days. Reps closed more deals in the first quarter than the previous two combined.
Built for teams where every quote matters
Wholesale and distribution brands
High order volumes with variable account pricing and net terms. Need request for quote software with a fast cycle from request to confirmed purchase order, without manual handoffs between sales and finance teams.
Manufacturers with dealer channels
Dealers and distributors submit requests for quotes via branded portals. Reps apply dealer-tier pricing. Multi-level approval routes to the right manager based on deal value.
eProcurement-connected enterprise accounts
Buyers arrive via punchout from procurement systems. Quotes originate inside their purchasing workflow and convert back to orders that match their internal purchase order numbering and terms.
Connected across your entire platform
This quote management software connects natively to the rest of the commerce platform, no middleware, no feed jobs, no sync lag.
Account-specific pricing, company account hierarchy, and self-service portal used by buyers submitting requests for quotes.
Branded portals where dealers submit requests, review quotes, and convert to orders without leaving their account experience.
The platform hub that unifies B2B portal, direct-to-consumer storefront, pricing, and order management under one admin and one data layer.
Multi-step approval routing, role-based assignment, and escalation rules that gate any quote, order, or commerce action.
No other platform connects quotes end-to-end without a third-party tool
Other request for quote software makes you export a price list, paste it into a configure, price, quote tool, and hope the catalog did not change overnight.
Most quote workflow software produces a PDF or an email confirmation. It does not hold the order. With Redefine, the order cannot proceed until the quote is approved, no workarounds.
When a buyer accepts a quote, the confirmed order is created instantly in the order management system with the same line items, prices, and terms. No copy-paste. No data loss.
Questions
Quote-to-order software manages the full cycle from a buyer's request for a quote, through price negotiation and internal approval, to a confirmed purchase order and order record. Redefine handles this natively, pulling live product data into each quote and routing it through your approval workflow without a third-party tool.
Yes. Redefine includes native quote creation, negotiation, multi-step approval routing, and conversion to a confirmed order, all within the same platform as your catalog, checkout, and order management. You do not need a separate configure, price, quote tool or approval add-on.
Yes. Buyers log in to their account portal, select products, and submit a request for quote directly. Your sales team receives the request, adjusts pricing, adds terms, and sends the quote back, all within the platform. Buyers can accept, counter-offer, or request changes without leaving the portal.
Quotes above a set value or outside standard terms route automatically to the assigned approver. Approvers receive a notification, review the quote in context, and approve, reject, or annotate it inline. Once approved, the quote converts to a confirmed order and flows directly into your order management system.
After a quote is accepted, buyers proceed through a multi-step B2B checkout with purchase order number entry, offline payment terms, tax-exempt handling, split shipment across multiple addresses, and saved payment methods. Express checkout is available for repeat buyers with standing terms.
Tell us about your quote workflow software. We'll map the fix.
Request a live walkthrough of the quote builder, approval routing, and B2B checkout. We map it to your team's actual workflow, not a generic script.
Brief received
We'll review your workflow and send a scoped proposal within 3 business days.
Response within 48 hours
Scoped proposal in 3 days
180+ B2B builds completed
Full code ownership on handoff
See the full quote-to-order workflow live
See the quote management software in action: a live walkthrough of the quote builder, approval routing, and B2B checkout. We map it to your team's actual workflow, not a generic script.
with native workflow
for the full cycle
conversion rate
request to fulfillment