# Create complex B2B quotes in minutes, not days

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

Canonical source: [https://recerc.com/en/use-cases/b2b-quoting](https://recerc.com/en/use-cases/b2b-quoting)

Language: en

Category: B2B Quoting

## At a glance

- Customer-specific pricing and discounts
- Automated approvals with margin guardrails
- Quotes created from Excel, PDF, or email

## Reported outcomes

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

## 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

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

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

### Do we need to replace our ERP?

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

### Can you support customer-specific pricing and exceptions?

Yes. You can define price lists, conditions, and controlled overrides with full traceability.

### How long does implementation take?

Typically weeks, depending on catalog size and integrations.

## See how this works with your real catalog

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