Create professional quotes for B2B customers directly from the ERP. Contract prices, customer-specific discounts, and product catalogs ready to go – no manual copying required.
The B2B sales process often starts with a quote. When quotes are created in a separate system or in Excel, prices are looked up manually, product data is copied, and order creation starts from scratch. This slows down sales and causes errors.
In Refox, quotes are created directly from the ERP. Customer contract prices, product catalogs, and discount structures are ready to use. When the customer accepts the quote, it converts to an order in one click – no re-entry or manual transfer needed.
Quote to order: An accepted quote converts to a sales order in one click. All line items, prices, and terms transfer automatically.
B2B pricing built in: Customer-specific contract prices, price profiles, and volume discounts are automatically applied to quotes.
Customizable printouts: Quote layout adapts to your company branding. PDF quotes are sent directly to the customer by email.
Quote tracking: View quote status in real time: open, accepted, rejected, and expired. Reminders for open quotes.
Versioning: Edit quotes and save new versions. The customer always receives the latest version, while the full history is preserved.
Part of the same system: Quotes, orders, invoices, and inventory levels all live in the same system – no integrations or manual syncing required.
Create a quote – select a customer, add products from the catalog. Contract prices and discounts are applied automatically.
Send to the customer – PDF quote by email directly from the system. Customized layout with your company branding.
Convert to order – when the customer accepts, turn the quote into a sales order in one click. All data carries over.
Deliver and invoice – the order proceeds to fulfillment and invoicing in the same system. The entire chain is fully traceable.
Tell us about your business. We'll do an assessment and show you how Refox solves your specific challenges – directly from the developer, no middlemen.
