Every quote answered the same day

Fully managed quote and order desk.

Refo runs the front office for wholesale distributors: quotes, parts lists, orders, status questions, returns and new accounts, by phone, email and from buyers' AI agents. Then we follow up on what you're owed.

Quote 2318 · Facilities buyer · Parts list

50-line parts list, quoted by lunch

  1. Request received. Facilities buyer emails a 50-line parts list.
  2. Matched to your catalog. 46 lines matched, 4 alternates suggested.
  3. Quoted. Priced from your price book. 2 lines over your margin rule sent for your OK.
  4. Approved. You replied YES. Quote sent to the buyer.
  5. Ordered. PO received and entered in your order system.
  6. Shipped and invoiced. Tracking sent to the buyer.

Illustrative example.

What slips today

Where distributors lose orders.

Quotes take days.

Every request for quote and parts list answered the same day.

Open quotes go quiet.

We follow up until you get a PO or a no.

Status calls interrupt the team.

Order status and tracking answered for you, by email, text or agent.

New accounts stall.

Credit applications and tax-exemption certificates collected and filed.

Returns drag on.

Return authorizations and credits handled start to finish.

Invoices age past 60 days.

Reminders and follow-up calls before they go stale.

Quote and order desk

What your team takes care of.

Standing jobs your Refo team runs on every request, by your rules and in your systems. Your inside sales team keeps the relationships.

  • Every quote request and parts listMatched to your catalog, priced from your price book, sent the same day.
  • Open quotes, day 2 and day 5Follow up with the buyer until you get a PO or a no.
  • Every POEntered in your order system, confirmed to the buyer, flagged if anything is backordered.
  • Order status and trackingAnswered by email, text, phone or the buyer's AI agent.
  • New accountsCredit application, tax-exemption certificates and account setup.
  • Invoices at 30, 45 and 60 daysReminders, then a call. You decide when to stop.
Buyers' AI agents

Ready for AI procurement agents.

Buyers are starting to send AI agents to find stock, compare quotes and place orders. Through Refo, those agents can work with you directly, by your rules, with your pricing kept private to approved accounts. We're building on the open standards for how agents work with businesses, including the new Personal Agent Protocol.

Your rules

You set the rules.

Margin floors, substitutions, credit limits and new accounts: tell us what we handle and what needs your OK. Approve with a one-word reply.

Form D-1 · Approvals (example)We handleAsk me
  • Quotes at or above your margin floor✕
  • Quotes below your margin floor✕
  • Substitutions and alternates✕
  • Orders within an account's credit limit✕
  • Opening new credit accounts✕
Case study

Cintra Supply, our first distributor client.

Cintra Supply sources industrial, operational and data center supplies for businesses, and takes requests for quote and full parts lists from buyers. Refo is setting up Cintra's quote and order desk.

Cintra Supply · cintrasupply.comSetup underway · October 2026

What Refo runs

  • Quote desk for requests for quote and parts lists
  • Order entry, confirmations and order status
  • Catalog, stock and quotes readable by buyers' AI agents
  • Invoice reminders and follow-up

What we measure

  • Time from request to quote
  • Quotes sent per week
  • Quote-to-order rate
  • Response time on status questions
  • Days to get paid

Why it matters

  • Buyers search by category and part number, and expect answers fast
  • Large parts lists are where slow quotes lose orders
  • Buyers' AI agents need stock and quotes they can read

Results will be published here as they come in.

Back office

We also run your back office.

Same team, same account lead, one monthly price.

Questions

What distributors ask first.

Do you work in our ERP or order system?

Where it gives us access, including common distribution systems such as Epicor, Infor, Prophet 21 and Eclipse. Many clients start with email, spreadsheets and price-book files, and we connect the system once the desk is running.

Will you see our pricing and customer terms?

Yes, under a confidentiality agreement, because we quote from them. Pricing is never shared outside your quotes, and buyers' AI agents see availability and quotes only for approved accounts.

Does this replace our inside sales team?

It supports them. We take quote prep, order entry, status questions, returns and follow-up, so your salespeople spend their time on customers and new accounts.

Can buyers' AI agents order from us?

Yes. Procurement and personal AI agents can check stock, request quotes, place orders on approved accounts and track them through Refo, by your rules.

Do you handle collections?

We send payment reminders and make follow-up calls on overdue invoices, by your rules. Anything beyond that, like formal collections, is reviewed for licensing first.

How do we start?

With a free quote-speed audit: we send you a test parts list, time the response, and show what slips. Then a plan priced against what you spend on quoting, order entry and follow-up today.

Start with a free quote-speed audit.

We send you a test parts list, time the response, and show what slips. Then a plan priced against what you spend on quoting, order entry and follow-up today.

Email hello@getrefo.com