# Quote services with clear scope, revisions, and approvals

> Align what sales proposes with what delivery can execute—without spreadsheet chaos.

Canonical source: [https://recerc.com/en/solutions/technical-services-project-based](https://recerc.com/en/solutions/technical-services-project-based)

Language: en

Category: Technical & project-based services

## At a glance

- Scope-based pricing and terms
- Revision history and auditability
- Handoff to delivery and billing systems

## Fit

- **Industry:** Technical services
- **Typical buyers:** Operations, Sales leadership, Finance
- **Best fit:** SAP, Odoo, Custom ERP
- **Not ideal for:** Pure self-serve ecommerce, Salesforce-first orgs with heavy customization

## Reported outcomes

- **Quote turnaround time:** 2–5× faster
- **Manual rework:** Reduced
- **Time to value:** Weeks

## Why selling in this industry is complex

Between large catalogs, customer pricing, and ERP-first processes, quoting fast without losing control is hard.

### Complex catalogs

Many SKUs, variants, or attributes slow down discovery and validation.

### Customer-specific pricing

Negotiated terms, contracts, and exceptions increase error risk.

### Approvals and internal coordination

Email and chat make the process opaque and extend cycle time.

### ERP-first, but slow for selling

The ERP controls operations, but it’s not built for fast quoting.

## A commercial layer on top of your ERP, built for B2B sales

Recerc standardizes quoting, pricing, and approvals to accelerate sales without disrupting operations.

### Unified catalog

Normalize SKUs, attributes, and commercial metadata in one layer.

### Pricing rules and guardrails

Apply customer lists, contracts, and minimum margins automatically.

### Configurable approvals

Route approvals by threshold with full traceability.

### ERP-compatible outputs

Quotes ready to convert into orders without rework.

## How teams use Recerc in this industry

1. **Ingest and normalize.** Bring catalog and terms from ERP, Excel, or legacy sources.
2. **Structured quoting.** Build consistent quotes with clear items, quantities, and terms.
3. **Validate and approve.** Guardrails apply and the right workflow triggers when needed.
4. **Handoff to operations.** Outputs ready for execution and ERP order creation.

## Key capabilities for Technical & project-based services

### Fast search

Find products and alternatives in complex catalogs.

### Customer pricing

Lists, contracts, tiers, and controlled exceptions.

### Role-based approvals

Thresholds by margin, amount, customer, or risk.

### Full traceability

End-to-end audit trail of decisions and changes.

## Designed to work with your stack

- **SAP** — ERP
- **Odoo** — ERP
- **Excel** — Input
- **PDF** — Input

Recerc keeps the ERP as system of record and accelerates commercial execution.

## Before and after Recerc

### Before

- Manual, slow quoting
- Informal approvals
- Errors and rework

### After

- Consistent quotes
- Guardrails and automated flows
- ERP-ready handoff

## FAQs

### Do we need to replace existing systems?

No. Recerc integrates with your ERP and standardizes the commercial flow on top.

### Can we control margins and discounts?

Yes. Guardrails and thresholds trigger approvals based on policy.

### How fast is implementation?

Typically weeks, depending on catalog size and integrations.

## See it with your real workflow

Bring a real example (Excel, PDF, or your current process) and we’ll show the full flow.