Guides

Quoting guides for technical distributors

Practical walkthroughs for inside sales teams: how RFQ lines are matched to your own catalog, which quantity and part number errors to test for, and what should stay a human decision.

Guide · Inside sales

RFQ automation for technical distributors: from email to an approved quote

How industrial and technical distributors can turn RFQ emails, PDFs and spreadsheets into reviewable quote drafts matched to their own catalog — with a person approving every quote.

Guide · Test cases

Unit of measure, pack size and part number errors in RFQs: test cases

Test cases for RFQ lines that go wrong: packs versus pieces, pack sizes, minimum quantities, 1.000 versus 1,000, leading zeros and near-miss part numbers.

Back to the home page

Quotrail Support

I explain Quotrail, its workflows and plans using product documentation. I cannot access account data or make changes.

I am not a lawyer. Legal information is general guidance, not advice on your individual case. Do not enter confidential customer data, passwords or documents. Privacy Policy

Find a suitable plan