B2B Quoting

Create complex B2B quotes in minutes, not days

Centralize pricing, rules, and approvals without replacing your ERP or changing how your team sells.

Customer-specific pricing and discounts
Automated approvals with margin guardrails
Quotes created from Excel, PDF, or email
2–5× faster
Quote turnaround time
Reduced
Pricing errors
Weeks
Time to value

Why B2B quoting is still slow and risky

Most B2B organizations scaled on top of manual quoting processes that no longer work.

Pricing lives across spreadsheets and inboxes

Price lists, exceptions, and customer deals are scattered across files and emails.

Discounts lack clear guardrails

Sales teams negotiate without real-time margin visibility.

Approvals are slow and opaque

Deals stall in email threads and chats with no audit trail.

ERPs are not designed for selling

They are systems of record, not systems of velocity.

A modern quoting system built for real B2B complexity

Recerc sits between your sales team and your ERP, standardizing the quoting workflow.

Unified catalog and customer pricing

Centralize SKUs, customer price lists, rules, and special conditions.

Automated discount and margin control

Define thresholds, approval levels, and guardrails by role.

Structured and traceable quotes

Every pricing decision is recorded and auditable.

ERP-ready outputs

Quotes are ready to be converted into orders without rework.

How the quoting workflow works

1

Information intake

Sales uploads an Excel or PDF, or selects products from the catalog.

2

Pricing normalization

Recerc applies customer-specific pricing, rules, and conditions.

3

Validation and approvals

Approval workflows trigger automatically when thresholds are exceeded.

4

Quote generation

Clean, consistent quotes are generated and ready to send.

5

Operational handoff

Quotes are structured for direct ERP order creation.

Core capabilities

Advanced pricing rules

Customer lists, tiers, conditional discounts, controlled exceptions.

Large and complex catalogs

Thousands of SKUs, custom attributes, fast search.

Configurable approvals

Based on margin, amount, customer, or product type.

Full auditability

Who quoted, who approved, and under which conditions.

ERP integrations

SAP, Odoo, and custom ERPs without migrations.

Security and access control

Roles, permissions, and logged access protocols.

Designed to work with your existing stack

SAPERP
OdooERP
Custom ERPERP
ExcelInput
PDFInput

Recerc is best suited for ERP-first organizations where sales workflows need to move faster without system migrations.

Before and after Recerc

Before
  • Manual and inconsistent quotes
  • Uncontrolled discounting
  • Frequent pricing errors
  • Dependency on key individuals
After
  • Fast, standardized quotes
  • Clear pricing guardrails
  • Fewer errors and rework
  • Scalable, auditable process

Frequently asked questions

No. Recerc integrates with your existing ERP and standardizes the quoting workflow on top.

See how this works with your real catalog

Bring an Excel, PDF, or real quoting scenario and we’ll walk through the full flow.