Automated quotation and order management for wholesalers
Turn quote requests into priced quotes the same day, apply the right special pricing every time, and follow up before the customer buys elsewhere.
One click opens a free 30-day workspace with Quotes and sample data. No credit card.
The work between the systems
- Quotes sit in inboxes for days because pricing needs someone senior to check it.
- Special pricing agreements are in a spreadsheet only two people understand.
- Nobody follows up on open quotes until the quarter-end push.
Built for this, changed by your team
Neuclon tracks every quote from request to order, applies the customer’s special pricing agreement, flags quotes below margin floor for approval, and has its agent follow up on quotes that have gone quiet. Won quotes become orders, and credit applications are checked before the first shipment.
Try Quotes with sample data
Filter by what needs attention, switch to the board, open a record to see what its agent would do. The walkthrough shows the same tool being built and run.
What you get
How the day goes
- 9:05A request arrives by email. The quote is created on the customer’s account with their agreed prices.
- 9:20One line is below the margin floor: the quote waits in Approvals with the reason.
- 9:35Approved by the sales manager. The quote goes out from the rep’s own mailbox.
- Day 5No reply. The agent drafts a follow-up; the rep sends it with one click.
An illustrative day. Your rules, people and systems set the details.
What to measure
- Time from request to quote
- Quote win rate
- Quotes below margin floor
- Open quotes older than 7 days
Pick one of these, agree the baseline on day one, and measure it after 30 days on your own data. How the 30-day Sprint works.
Frequently asked
Can quotes go out from our own email?
Yes. Each rep connects Outlook or Gmail, and approved emails are sent from their own mailbox and logged on the customer’s record.
Can we start from our own spreadsheets?
Yes. Import Excel or CSV and Neuclon maps the columns to the fields, or attach the sheet when you ask for the tool and it is designed around it.
Can we change it ourselves?
Yes. Ask in plain words, for example “add a downtime reason field” or “flag anything open more than 7 days”. Every version is kept.
How long does it take to start?
Minutes for the trial: it opens with sample data you can replace. A 30-day Sprint proves one improvement on your own data.
More solutions
Everything Neuclon does for wholesale & distribution · All solutions · All apps and templates
Start with this in your own workspace
Free for 30 days. It opens with sample data you can replace with yours, and every Business feature is included.