Sales Order Automation

Every order priced, sourced, and ready to ship. Not just converted.

Including non-stock sourcing across your suppliers' inventory. Revalgo's Sales Order Automation is built for the 60-70% of demand that comes in by email, phone, fax, and text - the channels e-commerce can't capture.

CHALLENGES

Your closers shouldn't be your typists.

Inside salespeople are the most knowledgeable people in your business about products, customers, and pricing. They spend most of their day hand-keying orders into the ERP - the lowest-value work in the building.

60-70% of orders still come in by email, phone, fax, and text. Those channels can't be replaced by e-commerce, and the orders inside them are unstructured, abbreviated, and customer-specific.

Every order requires the rep to interpret what the customer actually meant, find the right product, source non-stocks, choose the warehouse, apply customer-specific pricing, and key it all in.

The result: experienced reps doing data entry, while new business goes uncontacted and quotes go cold.

BENEFITS

What you get

Multi-channel intake - email, phone transcripts, fax, text, EDI

12 months of customer history modeling per account

Non-stock sourcing across supplier portals, APIs, and offline data sheets

Warehouse selection by geofencing and customer-specific allocation rules

Multi-tier pricing - SPA, last purchase price, customer-specific terms

Multi-site, customer-specific catalogs and approval rules - for integrated supply

Confidence scoring with configurable auto-process threshold

Headless mode for high-confidence orders - direct ERP entry without UI review

Integrations

Built for distribution. Connects to what you already run.

ERP-agnostic

Connects to systems with modern APIs and to older ERPs without them.

Standard formats

email, PDF, CSV, EDI, XML

Your data only

Trained on your data alone, not the industry's.

Security

SOC 2

CUSTOMER Outcomes

What this looks like in practice

Up to 80%
higher quote-to-order conversion

Inside salespeople get hours back per day. Revenue and bid pursuit grow without growing headcount.

35%
higher quote-to-order conversion

Faster quote turnaround means fewer customers go elsewhere while waiting.

9x  Faster
new-rep ramp-up time

New reps become productive in weeks, not months, because the system already knows the products and customers.

FAQs

Straight Answers For Your Business.
No Marketing Talk.