SALES QUOTING SOFTWARE

Sales quoting software for B2B distribution

Built for distribution teams quoting orders in the field or through the buyer portal. Pull live pricing per customer, apply volume promotions automatically and watch every quote become an order.

Official partner
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Sales engagement dashboard and mobile customer profile

Trusted by top performing distribution teams

Gotham
Brickyard
Brooklyn Best
Tenace Distributing
Winneram
88 Acres

Sales quoting with real-time pricing updates

Quote, approve and fulfill from one app. Per-customer pricing, volume promotions and the buyer portal all wired to the same order line, so the quote your rep sends is the order your fulfillment team picks.

Field Sales
Field Sales

ORDER MANAGEMENT

Build quotes with one tap

  • Per-customer pricing live in catalog

    Each account's pricing applies the moment a rep opens the cart, no price-sheet lookup.

  • Quote-to-order in one action

    Approved quotes convert to fulfilled orders without re-entry; signed proof posts back to your books.

  • Multi-channel quoting

    Reps quote on mobile, buyers self-quote in the portal, both feed the same order pipeline.

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Route Optimization
Route Optimization

PROMOTIONS & ANALYTICS

Apply volume promotions automatically at the line level

  • Rule-based promotions

    Buy X get one free, % discount or $ amount, applied automatically as the cart hits the threshold.

  • License-aware pricing

    Pricing tied to license type, expiry and customer category, no manual override at quote time.

  • Volume math handled in the cart

    Tiered pricing applies the right rate per line, no calculator at the buyer's desk.

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Delivery Invoicing
Delivery Invoicing

B2B WHOLESALE PORTAL

Let buyers self-quote from their pricing in the portal

  • Branded buyer portal

    Wholesale customers see their own pricing, place quotes and convert to orders 24/7.

  • Reorder from history

    Last quote becomes the next one with a single tap from the buyer's order history.

  • Approval gates built in

    Age, license or signature gates run at checkout via Stripe before the quote becomes an order.

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How distribution teams use SimplyDepo for sales quoting

1

Import your data

Upload customers, products, per-customer pricing, promotions and territories. We migrate from your accounting system or spreadsheets.

2

Set up pricing and promotions

Configure per-customer price lists, volume promotions and license-based rules so every quote carries the right price automatically.

3

Track and report

Watch every quote, order and invoice land in real time. Filter by rep, territory, customer or promotion to act the same day.

Take control of every quote, every order and every dollar

Book a 20 minute demo. See how distribution teams quote in the field, sell through the buyer portal and post to the back office in one app.

30-day free trial
No contracts
Free team training
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SimplyDepo awards

Customer results

Distributors and brands use SimplyDepo to simplify sales, orders, routes and retail execution. See results they achieve.

  • From day one, every store visit, task and photo was captured in one place. It has become essential for managing retail execution day to day.

    Smiling bearded man with short hair in a blue shirt stands against a vibrant yellow background, ideal for featured front page images.

    Darien Brown

    National Retail Manager, 88 Acres

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    • +10 hrs

      Saved weekly per sales rep

    • +30%

      Increase in reordering volume

    88 Acres snacks—Dark Chocolate Sunflower Seed Butter, Cinnamon Maple, and Dark Chocolate Sea Salt Bars—on a yellow backdrop.

  • With SimplyDepo, manual reporting and QuickBooks reconciliation disappeared. Reporting is now 3x faster and order accuracy climbed to 95%+

    Smiling man with short, light reddish-blond hair in a gray collared shirt stands before a beige background, representing Field Sales Software.

    Trent Moffat

    Founder at Gotham DSD

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    • 3X

      Order accuracy improvement

    • 95%

      Increase in reordering volume

    A cheerful delivery worker with glasses and a cap holds a tablet and package, while another moves boxes. GOTHAM DIRECT STORE DELIVERY text appears.

  • With SimplyDepo, manual reconciliation disappeared. Orders now process three times faster and order accuracy exceeds 95 percent.

    Smiling woman with straight, shoulder-length brown hair in a reddish-brown top, foregrounded with others blurred behind her.

    Laura Mendez

    Operational Manager

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    • 3X

      Faster order processing

    • 70%

      Reduction in order corrections

    A fully stocked supermarket aisle with blurred shelves, featuring the Tenace Distributing logo and two playing cards (10, Ace of clubs).

  • With SimplyDepo, the team saved 40+ hours weekly across reps and achieved 120% more efficient routes.

    Happy man with short, dark hair in a light green jacket stands smiling against a solid green background, radiating positive energy.

    Tim Sher

    Vice President, HC Foods

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    • 3X

      Faster order processing

    • 70%

      Reduction in order corrections

    Centered against a blurred grocery store aisle, the HC Foods logo stands out in blue and red amid shelves of assorted products.
    INTEGRATIONS

    Connect your quoting and accounting stack

    Sync per-customer pricing, signed quotes and converted orders across QuickBooks Online, Stripe, ShipStation and Shopify. Open API connects SimplyDepo to whatever proposal, CRM or fulfillment tools your team uses.

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    100+ INTEGRATIONS · OPEN API
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    Create quotes without the hassle

    Email-based quoting loses half the conversation in spam folders. Pricing-by-spreadsheet leaks discounts that should have expired. Distribution teams need quoting tied to the order, the invoice and the back office.

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    Capability
    Per-customer pricing applied automatically
    Volume promotions at the line level
    Buyer self-serve quoting via portal
    Quote-to-order without re-entry
    License and category-based pricing rules
    Mobile quoting for field reps
    Native QuickBooks Online sync on conversion
    Same app for quote, order and fulfillment
    Onboarding speed

    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ Yes
    ✅ 3-5 business days
    Traditional Tools

    ⚠️ Limited
    ⚠️ Limited
    ❌ No
    ❌ No
    ❌ No
    ❌ No
    ⚠️ Partial
    ❌ No
    ⏳ Weeks - Months
    FAQ

    Everything you
    need to know

    Have more questions? Contact us

    Sales quoting software lets reps build, send and track quotes for accounts using live pricing instead of static price sheets. The strongest sales quoting software ties the quote back to the order, the invoice and the back office, so the moment a buyer accepts, it moves to fulfillment without re-entry.
    Yes. SimplyDepo is online sales quoting software that runs on web and mobile. Reps quote on the field app, buyers self-quote from the B2B portal, and every quote stays connected to the customer profile, the order pipeline and your accounting system.
    Yes. SimplyDepo is built for B2B distribution: per-customer pricing, volume promotions, license-based gates, parent-child account structures and a buyer portal that lets wholesale customers quote 24/7 in their own login. B2C and consumer-direct quoting isn’t the use case.
    Yes. Cloud-based and mobile-first, no install. Quotes built in the field sync to the back office in real time, and approved quotes post to QuickBooks Online once the order is paid.
    SimplyDepo handles the price and quote sides of CPQ for distribution: per-customer pricing, volume promotions, license-based rules and signed quote-to-order flow. It is not a full CPQ tool with configuration rules for assembled products or multi-step approval workflows. Distribution teams quoting from a SKU catalog with per-account pricing get full coverage; teams configuring complex assemblies pair SimplyDepo with a dedicated CPQ engine through Open API.
    PandaDoc is a proposal and document tool; Salesforce CPQ is an enterprise configure-price-quote engine sitting on top of Salesforce. SimplyDepo is built for distribution teams who quote from a per-customer catalog, send through a buyer portal and fulfill the order without re-entry. Most distribution teams pairing PandaDoc with a separate order tool can replace both with SimplyDepo; teams running Salesforce CPQ for complex configuration usually keep that engine and bridge through Open API.
    Field sales rep reviewing a customer order in the SimplyDepo mobile app while working in a grocery store aisle

    Sell more on every route

    Quote every account from live pricing, sell through the buyer portal and post every order to the back office from one platform built for distribution teams.

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