Quote to order
Turn accepted quotes into clean orders without retyping the deal
For sales teams where an accepted quote still becomes a second round of manual administration before delivery can start.
The problem
The quote is accepted, but the business still waits for someone to rebuild it as an order
Many smaller B2B companies have a reasonable sales process until the customer says yes. Then the work moves into email, spreadsheets and manual entry in the finance or ERP system.
That delay creates avoidable questions: which price list was used, which customer record is correct, who starts delivery and what has already been promised?
Good fit for
- B2B companies that sell through quotes, proposals or negotiated price lists.
- Teams using one tool for pipeline and another for order, delivery or finance.
- Companies where sales handoffs depend on Slack, email threads or copied line items.
First version
- Map the accepted-quote trigger and the order fields that must be created.
- Define customer ownership between CRM and ERP, including existing customer matches.
- Create order rows, comments, files or delivery notes from the accepted quote.
- Add exception handling for missing article numbers, discounts or unclear customer records.
What changes
- Fewer duplicate customer records after a deal is won.
- Cleaner handoff between sales, operations and finance.
- Earlier visibility into what has been sold and what must be delivered.
How we keep it grounded
Built around ownership, logs and business rules
We keep one system responsible for customer and article truth.
The first version is scoped around accepted quotes, not a full sales platform rebuild.
Logs and exceptions are visible so the team can trust the workflow after launch.
Questions before a first integration
Do we need to replace our current systems first?
Usually no. We start by connecting the systems already in use and limit the first project to one workflow where manual handoffs are visible.
How long does a first delivery usually take?
Most first deliveries take 4-8 weeks, depending on the number of systems, data quality, exception rules and test scenarios.
What happens when the workflow has exceptions?
Exceptions are designed into the flow. The goal is not blind automation, but clear status, logging and a small number of manual decisions where people add judgement.