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.

Central document icon connected by dotted lines to four communication method cards labeled Email, Phone, Fax, and Text, each with icons and placeholder text.

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.

Central label showing product details for Seal Kit B-42 with supplier found in Dallas, price $18.40, and quantity 24, surrounded by icons representing catalog, supplier, price book, and warehouse locations.

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.

Sales order form for Acme Manufacturing showing product details, quantity, price, total, order date, purchase order number, subtotal, tax, and grand total with save option.

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

VOICE AND COUNTER

Order at the speed of conversation.

Not every order arrives as a document. Some arrive as a phone call, a voicemail after hours, or a contractor standing at your counter. Revalgo handles those the same way it handles email.

Live phone - a rep takes the call and the order drafts itself in real time. Products, quantities, pricing, and availability appear as the customer talks, so the rep is confirming rather than typing.

Voicemail - orders left overnight are transcribed, interpreted, and drafted before the branch opens. Your team starts the day with orders ready to review, not messages to return.

Counter - counter staff talk to the customer while the order builds. Non-stocks get sourced in the same motion, so the customer hears an answer instead of we will call you back.

BENEFITS

What you get

Isometric white funnel icon with teal outline on a white background.

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

Isometric icon of a calendar with two rings on top and a clock showing 10:10 in front of it.

12 months of customer history modeling per account

Isometric icon of a closed cardboard box with orange packing tape on top and white background.

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

Isometric icon of a warehouse with a location pin in front, symbolizing warehouse location or storage site.

Warehouse selection by geofencing and customer-specific allocation rules

Isometric icon of a document with bullet points and a price tag attached, symbolizing a price list or pricing information.

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

Red isometric icon of a document with bullet points and a gear at the bottom right corner representing settings or configuration.

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

Isometric illustration of a half-circle gauge with an orange needle pointing slightly right of center on a white background.

Confidence scoring with configurable auto-process threshold

Blue isometric icon of a gear with a circular arrow around it symbolizing automation or process.

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

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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%
more efficient

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.

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