Quotes & B2B pipeline
The whole quoting pipeline — from request intake and drafting to conversion into an order — in a single system, with a clear status at every step. No more quotes lost in email or chat, and the price you negotiated always carries through when the quote becomes a live order.
B2B and wholesale customers want a quote before they commit, yet many companies still track this in spreadsheets, email, or scattered chat messages. Requests get lost, negotiated prices are never written down properly, and when the customer finally agrees, turning the quote into an order is manual work — easy to get the price wrong.
The entire quoting pipeline — from request intake and drafting to order conversion — lives in one system with clear status tracking, so no wholesale opportunity slips away and the quoted price always carries through to the order.
Core capabilities
The whole quoting pipeline — from request intake and drafting to conversion into an order — lives in the OMS Quotation module, under its own "Quote" navigation entry, separate from Orders.
Quote request intake (Entrance)
Capture every quote request the moment it arrives, instead of relying on scattered emails and chat threads — each request leaves a trace in the system.
Draft & revise detailed quotes
Build quotes line by line with product, quantity, and the unit price negotiated for that specific customer. Revise as the customer keeps negotiating, without losing the history.
Quote list & status tracking
Track every quote by its real status in the system: Draft, Sent, Accepted, Rejected, Converted to order — so you can see at a glance which quotes are waiting on the customer and which need chasing.
Convert an accepted quote into an order
When the customer says yes, turn the quote directly into a live order in OMS — keeping the quoted prices and terms exactly, with nothing re-entered.
Feature details
From request intake and drafting through pipeline tracking to order conversion — one closed loop for B2B selling.
Request intake
An entrance that captures every incoming quote request, so no selling opportunity is lost.
- Record the quote request as soon as the customer gets in touch
- No dependence on scattered emails, messages, or notes
- Every request is traceable and ready to be quoted
Drafting quotes
Detailed quotes by product, quantity, and the price you negotiated.
- Add each product, quantity, and the unit price negotiated for that customer
- Revise the quote when the customer asks for another round
- Keep a history of every revised version of the quote
Quote status tracking
Know where each quote sits in its lifecycle, so nothing goes quiet.
- Statuses that follow the real lifecycle: Draft, Sent, Accepted, Rejected, Converted to order
- Filter the list by customer, status, owner, or date
- Rejected quotes stay on file as reference for the next pitch
Conversion into an order
A single action turns an agreed quote into a live order.
- Convert a quote into an order in one action
- Quoted prices and terms carry over exactly — no drift between quote and order
- No re-entry of product, quantity, or customer details
The lifecycle of a B2B quote
From request intake → drafting → sending and negotiating → chasing open quotes → conversion into an order, at exactly the price quoted.
Take in the request
Record the customer's quote request the moment it arrives, on the Entrance screen.
Draft the quote
Build the quote line by line with product, quantity, and negotiated unit price.
Send & negotiate
Send it for confirmation, and revise if the customer keeps negotiating.
Chase open quotes
Filter by status and owner so no quote awaiting a reply gets forgotten.
Convert into an order
The customer accepts, and the quote becomes a live order — at exactly the price quoted.
Take in the request
Record the customer's quote request the moment it arrives, on the Entrance screen.
Draft the quote
Build the quote line by line with product, quantity, and negotiated unit price.
Send & negotiate
Send it for confirmation, and revise if the customer keeps negotiating.
Chase open quotes
Filter by status and owner so no quote awaiting a reply gets forgotten.
Convert into an order
The customer accepts, and the quote becomes a live order — at exactly the price quoted.
Real-world scenarios
Three common situations when customers ask for a price first and decide later.
Wholesale buyers and dealers asking for bulk pricing
Wholesale customers or dealers need a quote for large volumes before placing a firm order. The request is captured at Entrance, the quote is drafted by product and exact quantity, and sent for confirmation before the order is placed.
Several rounds of price negotiation before a deal closes
Customers negotiate across several rounds before agreeing to buy. Every revision is saved, so the sales team always knows which price version was last sent.
No sent quote left unattended
Sales managers filter the quote list by status and owner to see which quotes were sent without a reply, and which were rejected and why — instead of asking each rep one by one.
A quote is not a draft order
Many systems treat a quote as nothing more than a draft order. Oviro builds Quotation as its own pipeline, with an independent lifecycle and status set, kept separate from OMS until the customer actually commits. That matches how B2B and wholesale selling really works — several rounds of price negotiation before any commitment, quite unlike the instant cart-to-order flow of ordinary e-commerce.
Never lose a wholesale deal to a misplaced quote
Take in the request, draft the quote, negotiate, and convert it into an order in one flow — nothing re-keyed, and no drift from the price you agreed.
