Quote and Checkout
Quote-to-Order Workflows that actually close
From the first request for quote to a confirmed purchase order, every step runs on one platform. Live product data, native approval routing, and a multi-step B2B checkout, no third-party configure, price, quote tool required.
Submit brief → call within 48 hours → scoped proposal in 3 days → Sprint 1 begins within 1 week of sign-off
43%
of B2B quotes never convert
due to workflow friction
due to workflow friction
0
third-party tools needed
for the full cycle
for the full cycle
The Problem
Your quote process is costing you deals
Most B2B sales teams manage quotes in a patchwork of spreadsheets, email threads, and disconnected approval tools. Each handoff creates delay. Each delay costs a deal.
The fragmented way
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.
The native platform way
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.
Revenue Impact
See what your quote delays are actually costing
Enter your current numbers. The calculator shows the revenue you recover when quote cycles compress from days to hours.
Your quote pipeline
Quotes sent per month
Average deal value (dollars)
Current days from quote to order
Quote-to-order conversion rate (percent)
Based on industry benchmarks: native quote workflows cut cycle time by 68% and lift conversion 11 to 15
percentage points.
$0
Additional revenue per quarter
with faster close cycles
with faster close cycles
0
More deals closed per quarter
from improved conversion
from improved conversion
0d
Average cycle with native workflow
0%
Projected conversion rate
0h
Admin hours saved per month
Projection assumes 68% cycle-time reduction and 12-point conversion lift from eliminating manual
re-keying and approval delays. Results vary by team size and deal complexity.
How It Works
From buyer request to confirmed order in one platform
Every step connects natively: product catalog, pricing rules, approval workflow, and order management all run on the same data layer.
1
Buyer submits a request for quote
From the account portal, in under two
minutes
2
Rep reviews and prices with live catalog data
Product data pulled directly from Product
Information Management
3
Quote routes to the approver if over threshold
Role-based routing, inline approval with
notes
4
Buyer accepts and proceeds to B2B checkout
Purchase order number, terms, and tax
handling
5
Order confirmed and flows to fulfillment
No re-keying, no sync job, order management
receives it instantly
Industrial Safety Supplies, Q2 Order
FR Coveralls, Size LQuantity 120
Safety Gloves, Cut 5Quantity 240
Hard Hat, Class EQuantity 60
Buyer note: Need delivery by April 14. Net 45
terms.
Capabilities
Everything your sales team needs, built in
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.
Quote status
Negotiating
Data source
Live Product Information Management
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.
QT-0891 · Meridian Supply91% close
QT-0887 · Acton Group54% close
QT-0874 · Holt Industries18% close
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 number
fields
Multi-address split
shipment
Express and one-click for
repeat buyers
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.
Net 45
Standard terms
Custom
Per account
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.
Certificate verified on file
Applied automatically at checkout
Customer Result
From manual approval chaos to a clean, fast cycle
The problem
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.
The result
3x
faster quote-to-order
cycle
After unifying 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.
Best-Fit Use Cases
Built for teams where every quote matters
Wholesale and distribution brands
High order volumes with variable account pricing and net terms. Need 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.
Related Modules
Connected across your entire platform
Quote-to-order connects natively to the rest of the commerce platform, no middleware, no feed jobs, no sync lag.
Related module
B2B Commerce
Account-specific pricing, company account hierarchy, and self-service portal used by buyers submitting requests for quotes.
Related module
Dealer and Distributor
Portals
Branded portals where dealers submit requests, review quotes, and convert to orders without leaving their account experience.
Parent product
Omnichannel Commerce Platform
The platform hub that unifies B2B portal, direct-to-consumer storefront, pricing, and order management under one admin and one data layer.
Connected product
Approval Workflow Software
Multi-step approval routing, role-based assignment, and escalation rules that gate any quote, order, or commerce action.
Why Redefine
No other platform connects quotes end-to-end without a third-party tool
Live product
data in every quote
Other platforms require you to export a price list, paste it into a configure, price, quote tool, and hope the catalog did not change overnight.
Redefine: Quote builder, live Product
Information Management data
SKU 4482-L
FR Coverall
In stock: 340
Account price
$34.00
Contract tier 3
Last updated
Just now
Live sync
Native
approval that gates the actual order
Most approval tools produce a PDF or an email confirmation. They do not hold the order. With Redefine, the order cannot proceed until the quote is approved, no workarounds.
Approval routing logic
1
Quote total over $5,000
threshold
Auto-route to Regional VP
2
VP approves with note
Order unlocked for buyer
Quote converts
to order, no re-keying
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.
Quote
QT-2024-0891
$7,440 · Accepted
Order
ORD-2024-8812
Confirmed · Instant
Fulfillment
Queue assigned
No re-entry
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.
Ready When You Are
Tell us about your quote workflow. 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.
Form
Call within 48 hours · proposal in 3 days · Sprint 1 within 1 week of sign-off
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
Ready When You Are
See the full quote-to-order workflow live
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.
No commitment. No pitch.
68%
Faster quote cycle
with native workflow
with native workflow
0
Third-party tools
for the full cycle
for the full cycle
12pt
Average lift in
quote
conversion rate
conversion rate
1
Platform from quote
request to fulfillment
request to fulfillment