The B2B quote engine no one else bundles
From a one-line email to a priced, branded, followed-up quote — and a won order with its purchase order and accounts-receivable entry already in place. This is the differentiated, underserved capability we lead with.
What it does
The whole RFQ lifecycle, automated
WooCommerce B2B sellers usually run quoting on a contact-form plugin plus a spreadsheet plus memory. PickIt ShipIt replaces all of it with one pipeline that starts the moment an RFQ lands in the inbox and doesn’t stop until the deal is won or formally lost.
- Email + manual intake.
[RFQ]-tagged emails are parsed into structured request rows; reps can also key in quotes by hand. - Tiered pricing engine. Each line is priced from in-stock WooCommerce price, then supplier landed cost, then market comps — with per-tenant markup rules.
- Branded quote PDF. A versioned Jinja template renders to PDF and is sent or drafted directly in the email thread.
- Spam scoring. Sender email domains are scored on RDAP/WHOIS age and disposable-domain lists, with an inline badge so reps ignore junk.
- Lifecycle automation. 15-day follow-ups, 30-day lost marking, and snapshots at each transition.
- Won → order. One click creates the WooCommerce order, a purchase-order PDF, and routes the receivable to the A/R account.
| Tier | Source | Default markup |
|---|---|---|
| In stock | WooCommerce list | List price |
| Sourceable | Supplier landed cost | × 1.55 |
| Market | Competitor / eBay comps | × 1.40 |
Markups are per-tenant config — set them to your margins, not ours.
| Stage | Automation |
|---|---|
| New | Parsed, spam-scored, queued |
| Quoted | PDF generated & threaded |
| Follow-up (15d) | Auto reminder sent |
| Lost (30d) | Closed, snapshot retained |
| Won | WC order + PO + A/R |
See it
The quote desk and the document it produces
Representative screens with sample data for a fictional distributor.
How it works
From inbox to invoice in five moves
Ingest
The responder watches the connected mailbox for quote requests, parses line items and contact details, and creates a structured RFQ record. Manual entry covers phone and web-form requests.
Price
Each line is resolved against your WooCommerce catalog first, then supplier cost with your landed markup, then market comps — so even items you don’t stock get a defensible price.
Score & review
The sender domain gets a reputation badge (age + disposable check) so reps spend time on real buyers. The rep reviews, tweaks any line, and approves.
Send
A versioned, branded PDF is generated and either sent or saved as a draft reply in the original thread, keeping the conversation in one place.
Follow up & close
Reminders fire on day 15; unanswered quotes are marked lost on day 30 with a snapshot kept for analysis. A won quote converts to a WooCommerce order, a PO PDF, and an A/R ledger entry in one click.
Technical details
| Intake | IMAP/Gmail mailbox watch on an [RFQ] tag, plus manual entry UI |
|---|---|
| Data model | rfqs + line-item rows in the tenant MariaDB; snapshots per state change |
| Pricing inputs | WooCommerce REST, supplier cost table, competitor/eBay comps |
| Document render | Versioned Jinja → PDF; sent or drafted via the email gateway |
| Spam scoring | RDAP/IANA bootstrap domain-age lookup + disposable-domain list |
| Lifecycle jobs | Scheduled follow-up (15d) and lost (30d) sweeps |
| Conversion | Won → WooCommerce order + PO PDF + A/R account routing |
Integrations used
| Integration | Role | Required |
|---|---|---|
| WooCommerce REST | Catalog price + order creation | Yes |
| MariaDB | RFQ + quote storage | Yes |
| Gmail / email gateway | Intake + quote delivery | Yes |
| Tax engine | Sales tax on quotes | Yes |
| Supplier cost source | Sourceable-tier pricing | Optional |
| eBay / competitor comps | Market-tier pricing | Optional |
| Anthropic (Claude) | Parsing assist for messy RFQs | Optional |
This module is the core of the 6-integration MVP. See how we deliver.
Lead with quoting, expand from there
The RFQ engine plus WooCommerce and a tax engine is enough to go live. Inventory, shipping, and accounting bolt on when you’re ready.
Book a walkthrough See plans