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B2B distribution

From PDF to quote to order created.

A sales request moves through reading, stock, pricing, approval, payment and invoicing without losing owner, status or evidence across sales, warehouse and finance.

Intake: PDFSystems: CRM + ERP + paymentsOutcome: order created
The loss

The opportunity goes cold while the order waits for somebody to rebuild it.

The problem does not end with answering the email. The work continues through validating data, checking availability, applying commercial rules and turning intent into a verifiable order.

Full execution

One request. Several systems. One case.

The phone and the console follow the same case in sync: what the customer asks for, and what changes inside the operation.

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How it moves

The quote stops being an isolated document.

The case keeps the commercial context and the authority it needs at every change of status. People step in where their judgment changes the business.

Signal

The PDF becomes a structured request.

Products, quantities, company, tax ID and terms stop living as loose text.

Decision

Stock, price and discount are evaluated against rules.

A commercial exception can pause the case and reach approval with its context.

Execution

Quote, order and billing all move inside the systems.

CRM, ERP, payment and e-invoicing all take part without turning the process into a chain of manual copies.

Outcome

The order is created and linked to its evidence.

The case does not close because a PDF was sent; it closes when the resulting status confirms the operation.

What remains

The team sees the business that moved, not messages processed.

StatusOrder created

Identifier and resulting status in the right system.

ApprovalAuthorized terms

Who approved it and under which commercial rule.

EvidenceQuote + payment + e-invoice

Documents and receipts linked to the same case.

OwnerA clear next action

The case does not get lost between departments.

Inside B2B distribution

The quote is one intake point, not the whole platform.

The same context can carry on into follow-up, collections, returns, documents and field service.

Sales requestQuoteApprovalOrderPaymentInvoiceCollectionsAfter-salesTechnical service
Operational pilot

Bring a sales request that today passes through too many hands.

The pilot lands your rules, your systems and your closing criteria.

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