Sales, quotes & revenue

Requests answered, quotes moved, renewals kept.

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22 listings.

Operator · Reference · built on request

Abandoned Quote

Finds storefront quote requests and carts left before submission and proposes a recovery message or a sales assist.

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Operator · Reference · built on request

Account Application

Reviews new wholesale account applications against your customer records and risk scores and proposes approval, terms, or a decline.

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Operator · Reference · built on request

Churn Watch

Combines falling usage, failed payments, and support ratings into a churn flag and proposes a save action for the account owner.

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Operator · Reference · built on request

Contract Lapse

Catches orders placed against expired agreements or lapsed negotiated prices and proposes an extension, a requote, or a hold.

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Operator · Reference · built on request

Credit Hold

Gathers balance, aging, and payment history for each order on credit hold and proposes release, partial release, or a customer notice.

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Operator · Reference · built on request

Deal Handoff

When a deal is won, drafts the ERP customer, payment terms, and onboarding tasks from the deal and quote and proposes them for setup.

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Operator · Reference · built on request

Discount Approval

Prices each discounted quote against unit cost and your margin floor and proposes approve, counter, or decline for the approver.

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Operator · Reference · built on request

Duplicate Lead

Matches new leads against existing accounts and customers and proposes a merge or owner handoff before two reps call the same buyer.

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Operator · Reference · built on request

Lead Response

Watches each new inbound lead for a first reply inside your window and proposes a reply draft or a reassignment when time runs out.

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Operator · Reference · built on request

Price List Drift

Compares storefront and quote prices with the ERP price list and proposes a correction for every item that no longer matches.

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Operator · Reference · built on request

Promise Check

Checks delivery dates on outgoing quotes against stock and inbound purchase orders and proposes a corrected promise before the quote leaves.

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Operator · Reference · built on request

Quote Expiry

Watches quote validity dates and proposes an extension or a repriced quote when costs or exchange rates moved before the customer decided.

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Operator · Reference · built on request

Quote Follow-up

Finds sent quotes with no reply past your day limit, checks support threads first, and proposes the follow-up for the rep to send.

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Operator · Reference · built on request

Quote to Order

Matches each accepted quote to the ERP sales order and proposes creating the order, or correcting its lines, when they differ.

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Operator · Reference · built on request

Renewal Reminder

Flags subscriptions and contracts nearing term end and proposes the renewal notice with open tickets and usage attached.

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Operator · Reference · built on request

Reorder Prompt

Learns each account's reorder interval from its order history and proposes a reminder when a repeat purchase is overdue.

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Operator · Reference · built on request

RFQ Intake

Reads inbound RFQs from mail, tickets, and sheets, matches lines to your item master, and drafts a quote with unmatched lines flagged.

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Operator · Reference · built on request

Sample Request

Turns each sample request into a proposed shipment, checks sample stock and prior requests, and sets the follow-up date.

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Operator · Reference · built on request

Stale Pipeline

Finds deals with no activity past their stage age limit and proposes a next step, a stage change, or a close-lost for the owner.

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Operator · Reference · built on request

Territory Balance

Measures open pipeline and account load per rep and territory and proposes account moves when a territory is over or under capacity.

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Operator · Reference · built on request

Usage Upsell

Spots accounts whose metered usage is near or over their plan limit and proposes an upgrade task for the account owner.

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Operator · Reference · built on request

Win-Loss Record

When a deal closes, assembles the reason from calls, quotes, and support threads and proposes a win or loss record for the owner.

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About sales, quotes & revenue listings

Every listing here documents one operational job: what Fibric reads from it, what it can propose, what it needs, and where it stops. Reference listings describe the vendor's published interfaces; Fibric builds them under a managed deployment when you request them. Selecting a listing installs nothing.