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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Trusted by top performing distribution teams

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

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

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

Import your data

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

Set up pricing and promotions

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

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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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.

Darien Brown
National Retail Manager, 88 Acres
Read case study
- +10 hrs
  Saved weekly per sales rep
- +30%
  Increase in reordering volume
With SimplyDepo, manual reporting and QuickBooks reconciliation disappeared. Reporting is now 3x faster and order accuracy climbed to 95%+

Trent Moffat
Founder at Gotham DSD
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- 3X
  Order accuracy improvement
- 95%
  Increase in reordering volume
With SimplyDepo, manual reconciliation disappeared. Orders now process three times faster and order accuracy exceeds 95 percent.

Laura Mendez
Operational Manager
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- 3X
  Faster order processing
- 70%
  Reduction in order corrections
With SimplyDepo, the team saved 40+ hours weekly across reps and achieved 120% more efficient routes.

Tim Sher
Vice President, HC Foods
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- 3X
  Faster order processing
- 70%
  Reduction in order corrections

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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

✅ 3-5 business days

Traditional Tools

⚠️ Limited

❌ No

⚠️ Partial

❌ No

⏳ Weeks - Months

Frequently Asked Questions

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.

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+15h

Save weekly
per rep
93%

Increase
buyer retention
24%

Increase
in retail sales

SALES QUOTING SOFTWARE