Quote & Approval Workflow

Close more quotes, faster.

From parts lookup to customer signature: a structured workflow that keeps quotes moving. No more lost emails, no more version confusion, no more waiting on approvals.

Quote pipeline

Track every quote from first draft to customer signature.

Quote Workflow | Vorpex
Draft(2)

Q-2041

Barlow Pumps Inc.

$8,400May 28

Q-2042

Gulf Coast MRO

$12,100May 30
Under Review(1)

Q-2039

Tri-State Bearings

$24,750May 22
Approved(2)

Q-2037

Delta Industrial

$6,200May 19

Q-2038

Hawthorne Supply Co.

$18,900May 20
Sent to Customer(1)

Q-2035

Apex Rotating Equip.

$31,500May 14

Quote Detail: Q-2039

Tri-State Bearings

ItemPart#QtyUnitExt.
Roller Bearing 50mm (×4)BRG-7724$285.00$1,140.00
Shaft Seal KitPP-44212$620.00$1,240.00
Installation Labor (8hr)LAB-0018$195.00$1,560.00
Site Travel (2hr)LAB-TRV2$95.00$190.00
Alignment & CommissionSVC-ALN1$620.00$620.00
Total$4,750.00

Every quote, under control

Built for distributors who live and die by response time and accuracy.

Parts & Labor Catalog

Look up parts by number or description, pull current pricing from your ERP, and add line items in seconds. No spreadsheet juggling required.

Approval Routing

Quotes above a threshold automatically route to the right approver. Everyone sees the same version, and the audit trail is automatic.

PDF Generation

One click produces a clean, branded PDF: your logo, your terms, your line items. No templates to maintain in Word.

Email Delivery

Send quotes directly from the app. Delivery confirmation, open tracking, and automatic follow-up reminders are all built in.

CRM Sync

Quote status flows back into your CRM automatically. Sales always knows where every deal stands without manually updating records.

Revision History

Every change to a quote is tracked with a timestamp and author. Disputes are resolved in seconds; just pull the history.

Schedule a no-cost consultation

Tell us about your operation. We'll tell you honestly whether we can help.