The problem: speed without control doesn’t scale
When commercial work lives in spreadsheets and chats, teams lose time and take on risk.
Fragmented information
Pricing, terms, and approvals live across multiple tools.
Low visibility
It’s hard to know what was quoted, at what margin, and under which terms.
Rework at handoff
Ops and finance rebuild information to execute.
The solution: rules, approvals, and traceability
Recerc standardizes the flow so every quote is consistent, approvable, and executable in your ERP.
Structured quoting
Catalog, pricing, and customer terms in a single flow.
Threshold-based approvals
Margin guardrails and automatic routing with audit trail.
ERP-ready outputs
Clean handoff to turn into an order without rework.
How the flow works
Assemble
Build the quote from catalog or from files (Excel/PDF/email).
Apply
Prices, terms, and validations apply automatically.
Approve
If needed, approvals trigger with the right context.
Execute
The quote becomes ready for ops/ERP handoff.
Core capabilities
Policies and guardrails
Minimum margins, thresholds, and controlled exceptions.
Roles and permissions
Role-based access and traceable actions.
System integration
ERP as system of record, without replacement.
Full auditability
History of changes, approvals, and terms.
Designed to work with your stack
Recerc integrates on top of your core systems and standardizes the commercial flow.
Before and after Recerc
- Excel + email as the system
- Informal approvals
- Low traceability
- Standardized workflow
- Guardrails and automated approvals
- Execution-ready outputs
FAQs
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