XSARUS quotation tool in B2B: 6 reasons why it’s a gamechanger
Are you a wholesaler or distributor and do you work with scattered Word and Excel files, unclear pricing agreements and cumbersome communication? Then you know just how slow and error-prone the quotation process can be. Customers are left waiting. Sales loses valuable time. Opportunities are missed. Our B2B quotation tool is the solution.
The XSARUS quotation tool speeds up your process, prevents mistakes, and increases conversion. Discover six reasons why the XSARUS quotation tool can add value to your B2B organisation.
1. From chaos to structure
Employees use their own templates, wording and pricing models. This is prone to mistakes and leads to an inconsistent customer experience. Sounds familiar? In many B2B organisations, the quotation process is still highly fragmented. Quotes are manually created in Word or Excel, leading to differences between sales reps.
Our quotation tool ensures a single, uniform approach. You work with standardised templates, pre-set parameters and central workflows. Quotes are substantively correct, visually consistent, and meet your commercial guidelines. The result: a unified presentation, more trust with (potential) customers and less manual labour.
2. Consistent pricing
Price inconsistency is a common challenge within B2B organisations. Employees estimate based on previous deals or manually apply discounts. Well intended, but in practice this leads to inconsistency, errors, and lots of internal consultations afterwards.
With the XSARUS quotation tool, you centrally manage all price structures. Think customer-specific prices, tiers, margins and discounts. Only authorised staff can make price adjustments, always within predetermined limits. This prevents mistakes and profit leakage and ensures customers always receive a clear message, regardless of which sales rep they deal with.
3. Steer with data
Which quotes convert? Where does the process stall? And which sales rep achieves the best results? Data gives you control. In many sales teams, quotes are sent out, but there’s no insight into lead time, conversion, or success rate. As a result, you miss opportunities to optimise and rely on gut feeling.
Our B2B quotation tool records everything. At a glance, you see how many quotes are in progress, who drafted them, how many were won, and what the average order value is. Filter by region, product group, or team and discover what works. Use these insights to adjust. For example, by standardising a successful employee’s approach or investigating poor-performing product groups. This not only makes your quotation process more efficient but also smarter and more successful.
4. Efficiency through version control
Quotes frequently change. Small changes in price, quantities or terms already create multiple versions. In a manual process, this leads to errors and confusion, especially when several stakeholders are involved.
The quotation tool records every change and saves all versions centrally. You can easily reuse existing quotes or effortlessly revert to a previous version. This saves time, reduces the risk of mistakes, and ends discussions about ‘which version was correct’. A big advantage, especially in lengthy, complex quotation processes.
5. Seamless integration with ERP and CRM
Customer data, product information, stock levels and other sales information are often spread across multiple systems. A B2B quotation tool integrates with your existing landscape and automatically retrieves this data, for example from your ECOM, ERP or CRM systems. This avoids duplicate entries and significantly reduces the risk of errors.
What’s more, an approved quote can be converted into an order in the OMS or ERP system with a single click. No extra actions, no delay. This not only brings more efficiency, but also increases customer satisfaction as deliveries get started sooner.
6. Respond faster, win more
In a competitive market, the quotation process increasingly determines whether you win the order. A well-prepared quote requires speed, sharpness and consistency. Organisations still working with manual processes lose valuable time—and with it, opportunities.
The XSARUS quotation tool speeds up the process, prevents mistakes and gives employees more time to focus on where they really add value: advising the customer and closing deals. The result? Higher conversion, faster lead times, and a clear, professional impression for your (potential) customers.
