From Call to Quote to Order: How Distributors Close Faster with Native CRM Quoting

In distribution, quoting is rarely simple. Reps often bounce between email threads, CRM, and ERP to chase down item numbers, inventory availability, cost history, and customer-specific pricing. Many distributors still rely on outdated spreadsheets, manual handoffs to inside sales or estimating teams, and multi-step approval chains. Every extra step slows the quote, increases the chance of errors, and puts the sale at risk. Yet despite how critical quoting is, most distributors still lack a streamlined, end-to-end solution.

That’s why we built quoting within White Cup CRM: a seamless, CRM-embedded quoting experience that takes you from opportunity → quote → e-signature in just a few clicks.

Why Distributors Need Smarter Quoting

Quoting shouldn’t feel like rebuilding the same work twice – but that’s the reality for most distributors. Reps enter details in the CRM, then jump to the ERP to rebuild the quote, hunt down contract pricing, and verify past order history. 

A single mistake can trigger credits, rework, or margin erosion. And because quotes often live in inboxes or offline PDFs, managers have no clear line of sight into what’s been sent, what’s stalled, or what’s converting.

A smarter quoting process keeps all of that friction out of the way. By pulling ERP-backed pricing, product data, and customer history directly into the CRM, reps can build accurate quotes the first time – without re-keying a thing. Every quote stays tied to the opportunity, giving leaders the visibility they’ve been missing and giving customers a faster, more consistent buying experience.

Build Quotes Faster. Close Deals Sooner.

With native quoting within White Cup CRM, reps move from opportunity to pricing to a send- and signature-ready quote in one streamlined workflow. No jumping between systems. No rebuilding data. No second-guessing pricing accuracy.

Reps can:

• Generate quotes directly from CRM opportunities — instantly pulling in ERP-backed pricing, customer-specific terms, and past order data.
• Deliver polished, branded quotes every time using configurable templates that reflect your pricing structure and product mix.
• Send quotes and capture e-signatures without leaving the CRM, with every signed document automatically syncing back to your ERP for a clean handoff to order entry.
• Upsell with confidence using AI-driven product suggestions based on buying patterns, related items, and historical orders.

The result? Less admin, fewer errors, and a quoting process that actually keeps deals moving instead of slowing them down.

Purpose-Built for Distributors

Most CRMs weren’t designed for the realities of quoting in distribution. They can generate a quote – but only after you bolt together separate apps for pricing, e-signature, and ERP updates. The result is a patchwork process that still forces reps to jump between systems and rebuild work.

White Cup takes a different approach. We’ve embedded quoting directly within a CRM that already speaks your ERP’s language and understands your pricing structure.

With White Cup, distributors get:

• Native CRM + ERP connection that pulls in accurate, customer-specific pricing and syncs signed quotes back to the ERP automatically.
• Built-in e-signature that’s part of the quoting flow – not a disconnected add-on or separate login.
• Templates and pricing logic that match distributor realities, including contract pricing, matrix pricing, special pricing, and multi-line quotes.
• A workflow designed for reps who sell at the counter, on the phone, or out in the field, not generic B2B sellers.

The result is a quoting experience that finally feels like it was built for distributors—not retrofitted for them.

See Quoting + E-Signature in Action

Take a quick look at how an inside sales rep can move from an opportunity to a signed, ERP-synced quote in a clean, end-to-end flow.

(Approx. 2-minute walkthrough)

Want to see how quoting would look for your team and ERP?
Schedule a White Cup CRM + BI demo today.