A quoting engine, not another CRM
OferIQ does the work of a whole sales desk: it reads the request, hits an item in your catalog, computes the price and queries suppliers. A human only approves and sends.
B2B quoting software — the whole process in one place
From the first email to order reconciliation — every manual step replaced.
AI catalog matching
Customer description → real manufacturer items. Fuzzy trigram matching + rarity-weighted (IDF) ranking hits the brand and model, not a generic. Resilient to typos, inflection and diacritics.
Automatic pricing
Discounts per customer group, manufacturer and category plus margins on “on request” items. Rule specificity: name > category > manufacturer. Computed in code, deterministically — no manual errors.
Supplier price inquiries
Items without a price are grouped per manufacturer and emailed in one click (Reply-To = employee). Full history of inquiries and answers attached to the quote.
Supplier portal
The manufacturer gets a tokenized link and enters purchase prices themselves — no login, no retyping. Prices flow straight into the quote and purchase-price history.
PDF price-list import
Manufacturer price lists (PDF) loaded into the catalog — part numbers, prices, dimensions, color variants, sale by length. No retyping thousands of items by hand.
Case number and metrics
One case number R-… ties the cycle together: request → quote → order → invoice. Measure AI matching accuracy and response time.
Many companies and industries (SaaS)
One platform, many companies — own catalog, branding, domain and AI prompts. Industry attributes configurable: installation, electrical and more.
Requests straight from email
The customer writes to your normal address — the system opens a case, recognizes the sender or creates a customer, and replies with a confirmation and number.
Print / PDF-ready quotes
A clean quote document with your company branding — a preview for the employee and a view for the customer, ready to print or save as PDF.
An edge neither a CRM nor a heavy CPQ gives you
OferIQ is a vertical CPQ with AI intake and built-in RFQ — designed for distributors, not for enterprise rollouts.
vs. a classic CRM (Pipedrive, HubSpot)
- A CRM manages the relationship — OferIQ does the quoting work.
- Works alongside your CRM, not instead of it.
- Instead of fields to fill in: a ready quote draft from the catalog.
vs. enterprise CPQ (SAP, Salesforce, Tacton)
- Deployed in days, not months — low-config SaaS.
- AI intake from natural language instead of manual item configuration.
- Built-in supplier price inquiries — CPQ assumes you already have a price.
- SMB pricing, not an enterprise contract.
Trust and control
- Prices only from your catalog — the model invents no amounts.
- Deterministic, in-code pricing — repeatable and auditable.
- A human approves every quote before it’s sent.
Two things the Polish competition does not give you
Global AI-quoting tools assume you have a clean catalog in an API. We don’t. And we close the quote even when the price isn’t there yet.
No API/PIM? You upload a PDF price list.
Most AI quoting systems require a ready, machine-readable catalog or an API integration. For us, the lack of a modern ERP, API or PIM is not a blocker — we turn a manufacturer’s PDF price list into a catalog without retyping thousands of items by hand. Running in production on real sources: JAFAR, Kaczmarek.
- Part numbers, prices and dimensions straight from the manufacturer’s PDF.
- Color variants and sale-by-length detected automatically.
- Built for SMB distributors without a modern ERP — zero integration to start.
A full supplier RFQ loop + manufacturer portal
Items without a catalog price (e.g. “on request”) are grouped per manufacturer and emailed in one click — with Reply-To set to the employee. The manufacturer gets a tokenized link and enters the purchase price themselves, with no login. Purchase price → margin → quote price flows straight into the quote, along with purchase-price history. It’s a full loop, not an add-on.
- One click sends inquiries to several manufacturers at once.
- The manufacturer enters the price via a tokenized link — no account, no login.
- “On request” items don’t block sending the rest of the quote.
Frequently asked questions
Does the AI make up prices? Where do the amounts in the quote come from?
How is this different from quoting in Excel?
How is this different from an ERP or enterprise CPQ (SAP, Salesforce CPQ)?
Will it work if I don’t have a modern ERP or a catalog API?
What does onboarding look like and how fast will I be live?
Will it replace my salespeople?
We’ll show OferIQ on your price list
Leave your contact — we’ll import a sample of your catalog and generate a sample quote. No commitment.