Guides

B2B quoting guides

Concrete knowledge for technical wholesalers and distributors: how to write requests, calculate margin, build a commercial offer and run RFQs — no fluff, with real terms and examples.

Request for Quotation — template and what to include

A good request for quotation saves you two rounds of emails. We show exactly what it should contain, give you a copy-paste template, and explain why precise parameters (e.g. DN/PN) cut quoting time from days to hours.

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How to calculate margin in a wholesale business

Margin is not the same as markup, and confusing them can eat several percent of profit on every offer. We show the formulas, real numbers and the places where margin “leaks” on long offers with dozens of line items.

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B2B commercial offer — what it must contain

A commercial offer is a document that either closes the sale or triggers a round of questions. We show what it must contain so the customer can order right away — without calling to ask “when’s delivery?”.

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Quoting in Excel vs a quoting system — when it stops paying off

Excel is great to start — free, flexible, everyone knows it. But as requests and items grow, it starts costing hidden hours and errors. We show how to tell the spreadsheet has stopped paying off.

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How to automate quoting in a technical wholesaler

Quoting automation isn’t a “chatbot instead of a rep” — it’s moving the tedious stages (item matching, discount calculation, watching purchase prices) onto the system. We show how to approach it step by step.

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Price requests to multiple suppliers (RFQ) — how to do it efficiently

For “on request” items the price comes from the manufacturer, not the price list. When there are many such items, RFQs easily turn into email chaos. We show how to run price requests efficiently and not lose a single reply.

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From theory to practice

See how OferIQ does it for your team

The guides show how to quote well. OferIQ does it automatically — turning requests into ready offers. Book a demo on your own catalog.