What is B2B Quote Automation?

B2B quote automation is the process of using software to automatically generate, validate, and deliver price quotes for complex business-to-business transactions—without manual data entry or intervention. It replaces time-consuming quoting processes with real-time, AI-driven automation that ensures accuracy, consistency, and speed.

In manufacturing and distribution, quoting often involves custom pricing, volume discounts, part configurations, and approval workflows. Manual quoting slows down sales cycles and introduces costly errors. Quote automation solves these issues by digitizing and streamlining the entire process.

Why It Matters

Manual quote creation consumes valuable time and is prone to errors in pricing, SKUs, or contract terms. As a result, companies risk:

• Lost deals due to slow response times
• Pricing inconsistencies and margin leakage
• Bottlenecks in quote review and approval workflows
• Frequent revisions and rework
• Frustrated customers and delayed revenue

Automating the quote process improves responsiveness, protects margins, and accelerates the path to order and payment.

How Conexiom Enables B2B Quote Automation

Conexiom delivers end-to-end quote automation by leveraging AI to extract data from RFQs (Requests for Quote) and auto-generate accurate responses based on customer-specific pricing, product availability, and business rules. It integrates seamlessly with ERP and CRM systems to ensure every quote is aligned with operational and contractual expectations.

Key capabilities include:

• AI-powered extraction of line items and quote request details from emails, PDFs, and spreadsheets
• Automated population of pricing, terms, and availability from ERP data
• Validation of SKUs, pricing tiers, and contract-specific rules
• Automated quote generation and delivery
• Integration with sales workflows for quote tracking and analytics

By eliminating manual quoting tasks, Conexiom reduces delays, increases quote-to-order conversion rates, and enables sales teams to respond to more opportunities—faster.

Business Impact

Companies using Conexiom for B2B quote automation report:

• Faster quote turnaround times
• Improved quote accuracy and pricing compliance
• Increased sales velocity and win rates
• Reduced manual workload for sales and CSR teams
• Shorter quote-to-cash cycles

B2B quote automation is the key to turning RFQs into revenue—quickly, accurately, and at scale.