Dealer Quote Management
Create quotes, route approvals, and convert to orders.
For companies in wholesale and dealer sales, you manage the entire quote-to-order process on a single screen. Your sales team prepares a quote in seconds using the price list, discounts, and exchange rate defined for the customer account; the quote passes through the approval levels you set (sales rep, regional manager, finance) and, the moment it is approved, converts into an order with a single click. You always see which quote is waiting at which stage, who revised it, and what the outcome was.
We built the module for distributors, manufacturers, and wholesalers that send quotes to a large dealer network. It prevents quotes from getting lost between email and Excel, from being priced incorrectly, or from going out without approval; you measure your quote-to-order conversion rate and pricing consistency from one place. Because it uses the same data as the Customer Account, Product & Pricing, Discount & Campaign, and Order & Sales modules, there is no data disconnect between the quote and the invoice.
What you gain with Dealer Quote Management
Accurately priced quotes in seconds
The moment you select the customer account, the price list, discount tier, and exchange rate defined for that dealer load automatically. You add the products, and the system calculates the net amount, VAT, and validity date. You eliminate the risk of entering prices manually and sending out incorrect quotes.
Multi-level approval process
You route quotes through an approval flow you configure by amount, discount rate, or dealer group. A quote that exceeds the discount threshold you set is automatically escalated to the regional manager or finance; approval, rejection, and revision requests are delivered via instant notifications.
Convert to an order with a single click
An approved quote converts into an order, with its line items, prices, and terms, without rewriting anything. It is transferred to the Order & Sales module, stock is reserved, and it is posted to the ERP. You experience no data loss between the quote and the order.
Fully traceable quote history
Every version and revision of each quote, who changed what and when, and the acceptance/rejection status are all kept on record. You see the quote-to-order conversion rate per dealer and quickly create a new quote by referencing the terms of a previous one.
Validity and reminder tracking
You define a validity period for each quote; expired quotes are flagged, and automatic reminders are generated for open quotes left unattended. Sales opportunities close because a decision was made, not because they were forgotten.
On-brand PDF quotes
Generate quotes as PDFs with your company logo and template, and send them to the dealer by email or link; a consistent, professional look.
Frequently asked questions
How is a dealer quote created?
You select the customer account (the dealer); the system automatically loads the price list, discount, and currency settings defined for that dealer. You add the products and quantities and, if needed, enter line-item-specific discounts. B2BPro calculates the total, VAT, and validity date; you can download and send the quote as a PDF or route it directly into the approval flow. Every step happens on a single screen and takes seconds instead of minutes.
Which companies is Dealer Quote Management suitable for?
For any business that quotes to the dealer and wholesale channel: distributors with a large dealer network, manufacturers selling through a dealer channel, wholesalers supplying retail chains, and spare parts/industrial companies. It was built for sales teams that prepare a high volume of quotes, apply different prices and discounts to different dealers, and want quotes to pass through approval.
How does a quote convert into an order once approved?
When the final stage in the approval flow approves the quote, it converts into an order with a single click. The line items, prices, discounts, and delivery terms are transferred as-is to the Order & Sales module; stock is checked and reserved, and the order is posted to your ERP. You do not need to rewrite the quote, and discrepancies in amount and terms between the quote and the invoice are eliminated.
How does the module work with other B2BPro modules and ERP?
The Quote module pulls pricing and discount data from the Product & Pricing and Discount & Campaign modules, and dealer information and risk limits from the Customer Account module; it then hands the approved quote off to the Order & Sales module. It integrates with ERP/accounting systems such as Logo, Mikro, SAP, Netsis, Nebim, and Paraşüt; price and stock data stay synced in real time, and a quote that becomes an order posts to accounting automatically.
Can I see past quotes given to the same dealer?
Yes. It stores the full quote history, versions, and acceptance/rejection outcomes for each dealer. You can reference a past quote and create a new one with a single click, track your quote-to-order conversion rate per dealer, and view expired or unattended open quotes in a single list.
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