Slow quotes lose business.
Manual orders waste hours.
Faster quotes. Cleaner orders. Win more business.
- Turn messy RFQs into quote-ready line items in minutes
- Convert inbound orders into ERP-ready data automatically
- Help every rep quote like your best rep from day one
Quoting is too slow. Order entry is too manual.
Both are costing you money.
When an RFQ comes in
Requests arrive in 5 different formats
Emails, PDFs, spreadsheets, free-text. Every one needs to be interpreted before anyone can act.
Reps spend 30+ minutes per quote
Searching catalogs, matching SKUs, looking up cross-references. All manual.
Senior reps become the bottleneck
The only person who knows which SKU fits is busy, out sick, or gone.
Quote goes out late. Or not at all
By the time you respond, the customer went with whoever quoted first.
When an Order comes in
Line items don't match your catalog
Customer part numbers, shorthand, competitor SKUs. None of it maps cleanly.
Someone hand-types it into the ERP
Every line item, every quantity, every price. Manually. One by one.
Errors slip through
Wrong SKU, wrong quantity, wrong price. Nobody catches it until the customer calls.
Customer calls about the wrong shipment
Trust erodes. Margin shrinks. The account is at risk.
Whether it's a quote or an order, the bottleneck is the same.
One platform for the two biggest bottlenecks in your sales operation
RFQ or Order. We handle intake, interpretation, and matching automatically.
Every request captured. Every line item extracted
RFQs and orders arrive as messy emails with PDFs, spreadsheets, and free-text. ChannelFlex captures them all and extracts every line item, quantity, and spec automatically.
No more guessing which SKU fits
Every line gets matched to your catalog with ranked alternates. Confidence scores help reps catch discrepancies and find upsell opportunities.
Competitor part numbers? Matched automatically
When customers spec a competitor, ChannelFlex cross-references it to your catalog. Win the business even when they didn't ask for you.
How it works
STEP 1
Forward RFQs or Orders to a dedicated inbox
Your team forwards incoming requests to a dedicated ChannelFlex inbox. We accept any format, from any sender.
- Emails with attachments
- PDFs and spreadsheets
- Free-text line items
STEP 2
We extract and structure every line item
ChannelFlex reads the request and pulls out every line item, quantity, and spec automatically. No manual data entry.
- Handles messy, unstructured formats
- Extracts specs, quantities, and sizing
- Works in minutes, not hours
STEP 3
Match each line to your catalog
Every extracted line gets matched to your catalog with confidence scores. Alternates are ranked. Discrepancies are flagged for review.
- Best match with confidence score
- Ranked alternates for upsell
- Competitor cross-references resolved
STEP 4
Your team reviews and approves
Your reps review the structured quote or order, make any adjustments, and send. Nothing goes out without approval.
- Full visibility before sending
- Quick edits to quantities and pricing
- One click to send the quote
Your reps stay in control. We do the grunt work.
Rep approval required
Nothing happens without a rep signing off.
Full audit trail
See who changed what and when it went out.
Easy to correct
Quick edits to quantities, alternates, and price.
Results in the first week.
Most implementations take months. Ours takes days.
Kick off.
- Share sample RFQs or POs
- Send your catalog export
- ERP and CRM integration mapping begins
- No IT setup required
Go live.
- Your catalog is loaded and matching
- Forward your first real requests
- See them structured in minutes
- Reps quoting from the platform
Scale it.
- Roll out to more reps and branches
- Accuracy improves with every request
- Integrations are live
- First time savings measured
Works with your existing stack.
ChannelFlex connects to the ERPs and CRMs you already use.
AS400 · SHIMS · Custom ERPs
Don't see yours? We'll make it work. Let's talk
See what your team looks like quoting and processing orders 5x faster.
Pilot with one team using your real RFQs and orders. Results in the first week.
Book a demo todayCommon questions
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