Skip to main content

Custom quoting and portals for wholesalers.

We build one system at a time around how your operation runs. Quoting, inventory visibility, or a B2B customer portal. Flat $5,000/mo on Parcel Build. Week one live. You own the code.

No pressure, no sales script. Same-day reply if you write before 4pm PT.

Parcel Build

What we build first

Not a full ERP rip-and-replace in month one. Start with the workflow that hurts most.

Quoting as the first system

Custom quoting shaped to how you price and sell. Specials and account rules stay with you. This is one quoting wedge on Parcel Build, not a full CPQ suite in month one.

First working version in week one. Not a full suite in month one.

Visibility first

A clear view of what you can promise. This is inventory visibility on the same Build page as quoting and the portal. It is not a warehouse management system, and it is not a second set of books project in month one.

Buyer self-serve for the easy requests

A branded B2B customer portal your buyers use for routine orders and requests. Your team keeps the hard ones. You own the portal. You are not renting a portal product or rebuilding a marketplace.

Who this is for

For

Specialty wholesale and light distribution teams that want one custom system at a time around quoting, buyer self-serve, or inventory visibility.

Not for

A full ERP rip-and-replace in month one, or renting another portal or CPQ seat you do not own.

Wholesale quoting scorecard

Score your quoting workflow in about two minutes. See where quotes stall. Then, if quoting is what feels hardest, start a free 30-day build on that problem.

How to score: For each line, mark Yes (2) / Sometimes (1) / No (0).

  1. 1.When a buyer asks for a special or custom price, one clear person owns the next step.

    Score item 1: When a buyer asks for a special or custom price, one clear person owns the next step.
  2. 2.Account rules and exceptions are written down somewhere the whole quoting team can find.

    Score item 2: Account rules and exceptions are written down somewhere the whole quoting team can find.
  3. 3.The same order details are entered once, not retyped into another place before the quote goes out.

    Score item 3: The same order details are entered once, not retyped into another place before the quote goes out.
  4. 4.A quote that sits unanswered gets a follow-up without someone having to remember it.

    Score item 4: A quote that sits unanswered gets a follow-up without someone having to remember it.
  5. 5.Buyers can see status on an open quote without calling or emailing to ask.

    Score item 5: Buyers can see status on an open quote without calling or emailing to ask.
  6. 6.Who can approve a discount or special is clear before the quote is sent.

    Score item 6: Who can approve a discount or special is clear before the quote is sent.
  7. 7.When pricing changes, old quotes do not silently use the wrong numbers.

    Score item 7: When pricing changes, old quotes do not silently use the wrong numbers.
  8. 8.Hand-offs between sales, ops, and whoever books the order do not lose the quote thread.

    Score item 8: Hand-offs between sales, ops, and whoever books the order do not lose the quote thread.
  9. 9.Hard-to-find or special-order items have a defined path, not a one-off scramble every time.

    Score item 9: Hard-to-find or special-order items have a defined path, not a one-off scramble every time.
  10. 10.You can see which quotes are open, won, and lost without asking three different people.

    Score item 10: You can see which quotes are open, won, and lost without asking three different people.

Score guide

0 of 10 scored

  • 0-7: Quoting is likely where time and deals leak. A focused build on that workflow is a good first wedge.
  • 8-14: Some parts work. The stalls are usually in handoffs, specials, or follow-up. Name the loudest gap.
  • 15-20: Quoting may not be the hardest problem. Still useful as a baseline. Tell us what feels harder day to day.

One-line takeaway: A high score means quotes move with clear ownership and little rework. A low score means the stall is in the workflow, not in “trying harder.”

Ready for the next step?

If quoting is what feels hardest, start a free 30-day build on that named problem. First working version in week one. You own the code.

No pressure, no sales script. Same-day reply if you write before 4pm PT.

On the form, answer What feels hardest to run day to day? in plain English.

How It Runs

Audit first, build weekly, own the result

01

Map what to build first

Before you pay

Free systems audit. We write up what we would build first, what it could replace, and the flat monthly number. No obligation.

02

Build

Week one

First working version live. New software ships every Friday.

03

Replace and run

Every month

We host, secure, and maintain what we build. As the system grows, unused subscriptions can come off your bill.

Week one

What week one looks like

What you leave week one with

  • A first working version of the named system, live. Real software you can click, not a mockup.
  • A Friday ship you can see every week after.
  • Software shaped to how the work actually runs, in accounts you own.

Start a free 30-day build. Tell us what feels hardest to run.

Proof

Flat monthly. Week one live. You own the code.

On Parcel Build, the first working version of one wedge is live in week one. New software ships every Friday. Flat $5,000/mo. You own the code, in writing.

Week one live

First working version

Flat monthly

$5,000/mo

You own the code

In writing

The Plan

Parcel Build. $5,000 a month, flat.

That covers design, engineering, hosting, security, and maintenance of everything built. New software ships every Friday, and the code is in your name.

Starting term

Three months, then month to month

See Parcel Build pricing

FAQ

Common questions

Ready to see what we would build first?

Tell us how work flows today, or what feels hardest. We will map what we would build first and put a flat number on it. Free, before you pay.

No pressure, no sales script. Same-day reply if you write before 4pm PT.