What is Conexiom Request for Quote Automation?

Conexiom Request for Quote Automation allows you to respond to requests for bids and quotes in minutes. It eliminates the need to manually key in requests for quotes and reduces response times. Now, your customer service team can respond to requests for quotes immediately and free up time previously spent on manually entering the requests. It also eliminates the race against the clock to respond, as Conexiom RFQ Automation can process quotes 24 hours a day, 7 days a week.

How does it work?

Are you a distributor or manufacturer that receives emailed or faxed requests for bids or quotes that are manually keyed into your quoting system? Would you rather have your sales people or customer service team members selling and serving your customers instead of doing data entry? Would you like to respond quickly and give your company the best shot at winning the bid?

Our RFQ Automation solution quickly processes customer quote requests in minutes and with 100% data accuracy.  Conexiom can handle as many unique formats as you do and turns your customers’ requests for quotes into standardized, structured electronic quotes in your ERP or Quote Application system. Conexiom Request for Quote Automation can make the difference between winning and losing business, and be your sales team’s competitive edge.


Captures emailed quote and bid requests with complete precision.


Quotes are then converted into structured data with 100% data accuracy.


Converted quotes are delivered to your quote application or ERP system in a variety of formats and delivery methods, including XML and EDI.

Processing quote requests just got faster and easier.

The Business Advantage

Reward both your business and your customer. Serve customers accurately and quickly, all while keeping costs in check and freeing up valuable staff to focus on enhancing customer satisfaction.

The Technical Advantage

Eliminate costly errors with 100% data accuracy and efficient technology that integrates with existing systems.

Too good to be true? No. It's better

Automation means better customer service.  Your customer service reps now have the time to focus on serving customers, not manually entering quote requests.

  • Quote requests are processed within minutes.
  • Your customers do not need the financial or technical resources to implement EDI.
  • More revenue-generating time for staff is achieved without having to hire more administrative staff.
  • Business conversations become about the value you can add to customers’ businesses, not price.
  • Business processes remain the same. No customer involvement is necessary

The Right Fit

We serve a wide variety of wholesale distributors and manufacturers in various sectors with different systems. See if Conexiom is right for you.


Wholesale distributors and manufacturers.


Annual revenue of $15 Million+


Experience with processing electronic orders (EDI/XML and eCommerce), but still have a manual quote entry process.


You have buyers that are not on EDI and send a large number of quote requests with many line items per request.

Is this product right for you?

If your company meets the market criteria identified above, check on these specifics and learn more by signing up for a demo or requesting additional information.

  • Receive faxed and emailed requests for quotes or bids that are manually entered?
  • Have customers that require a quote process to buy from you?
  • Sell items with standard part numbers, and not made to order?
  • Have high volume customers you want to secure?
  • Enter requests through EDI, web order entry and manually?

Supported Systems, Formats & Methods

Conexiom can automatically process text quote requests in any of the following formats:

  • Microsoft Excel
  • CSV files
  • Text files
  • Emails
  • Adobe PDF
  • Microsoft Word
  • HTML
  • Printer files (Postscript, Raw, GDI, PCL, Text) under Windows, Unix, Linux, AS/400, or Apple.

Processed quotes can be transformed and delivered automatically into any quote application or ERP system that accepts EDI or XML including:

  • Epicor ERPs
  • SAP ERPs
  • IBM ERPs
  • Infor ERPs
  • Oracle ERPs
  • Microsoft Dynamics ERP
  • NetSuite ERP
  • DDI Inform ERP

Don’t see your system, format or method listed?

Get in Touch


How does Conexiom work?

Conexiom uses patent-pending intellectual property to ensure that data is captured and transformed accurately. Conexiom does not use Optical Character Recognition (OCR) to estimate data on quote requests due to reliability issues. Our technology is based on mapping what is on each customer's RFQ format along with automating business rules regarding how that data should be mapped into the Seller’s quoting system. Since we work in conjunction with customer service during the initial setup and configuration, detailed business rules can be defined, captured, and incorporated into the mapping.

Conexiom data capture accuracy combined with encapsulation of business rules clearly differentiates Conexiom in the markets we serve.

Does Conexiom support multiple languages?

Although the Conexiom web-based interface for users is in English, this does not impact Conexiom’s ability to recognize and transform quotes in other languages. Conexiom is in use in dozens of countries as it supports double-byte character sets such as those found in Asian & Arabic languages.

How are quote exceptions handled and resolved?

The responsible party is notified of exceptions via email. Typically, Conexiom notifications can be handled by Conexiom users without assistance. For example, managing a new address that appears on a RFQ may require a user to provide Conexiom with an update to the list of customer address account numbers. Once updated, Conexiom will remember the new information to allow quotes to process without an exception. If an exception requires re-mapping because the RFQ format has changed significantly, we would work together with the Conexiom user to make such changes.

How are pricing issues managed?

Conexiom allows users to manage pricing according to their own business practices. For example, some companies may ignore any pricing that is on the RFQ and use the pricing from within their own system. Other companies may review pricing from the buyer before releasing the request. This is decided during the initial mapping setup and configuration and the Conexiom user can determine the rules on a customer by customer basis.

Is there a way to provide customers with information regarding pricing or availability updates as it relates to their request?

Yes, if the order entry system can provide an acknowledgement with pricing and availability, Conexiom can prepare and deliver an easy to read view of this information to the buyer showing any changes to what was on their quote.

Can Conexiom automatically provide quote confirmations to the customer?


Can implementing quote automation reduce the time it takes to resolve customer quotation issues?

Yes it can as you get a full audit trail of the quote so it's much easier to track down issues and resolve them.

Can quote requests be routed to an appropriate customer service rep?

Yes, this is part of the configuration and setup process.

Are quotes stored electronically anywhere for Conexiom user to access?

Standard configuration of Conexiom includes a copy of the quote being attached to all confirmations when processed so there is both an electronic notification and an audit trail. Conexiom users can choose how to store and archive these emails.

How is Conexiom typically deployed?

Our service is designed to transform each quote request format into a single structured quote format (EDI, XML, CSV, etc.) for your company to easily consume. Most customers start with rolling the Conexiom service out to five or ten customers before accelerating their deployment to other customers.

Can we use an internal request for quote form that our field sales reps could use to send in requests on behalf of their customers?

Yes you can use an internal quote form subject to review by your Conexiom implementation consultant.

How much does Conexiom Quote Automation cost?

Since Conexiom is sold on a subscription basis in customer packs, it is an affordable solution with low startup costs. Contact us for a quote.