Datacor Quote and RFQ Automation

What Datacor gives you for quoting

Quote Entry is a named module in Datacor's sales and order management set, and quote tracking sits among its customer service tools. The Datacor CRM portal adds a customer-side quote request flow, so accounts willing to self-serve can ask for pricing without email, and reps can pull up quotes, orders, and invoices from the portal on the road.

The Integrated EDI platform's documented transaction sets also include the 840 RFQ and the 843 response, so trading partners big enough for EDI can run their whole bid flow through it. Most distribution ERPs we work across don't handle RFQs over EDI at all, so if any of your accounts are EDI-capable, this is worth setting up.

What Datacor doesn't publish is any walkthrough of how a quote converts to an order, so we won't guess at button names or conversion mechanics here. The point that matters for automation is simpler: quotes are first-class transactions with their own module, which gives automated quote creation something real to land on.

Where quoting still takes manual work

Chemical distributors quote constantly, and most requests don't arrive through portals or EDI. They arrive as email: a purchasing contact asking for pricing on a list of products, sometimes a PDF, sometimes three lines of text. A person reads it, figures out which product each line means, and works out the price. Datacor supports multiple price books, contract pricing, quantity breaks, and margin-based rules, which is exactly why pricing a quote takes attention. Then the quote gets keyed.

The paperwork drag shows up in Datacor's own reviews. A biller at a chemicals company complains about having "to open a whole new screen to print or email a quote" after entering one. And quote volume moves with prices: Datacor ships price change letters as a feature because price changes are routine in this industry, and in our experience each round of changes lands on the quote desk as repricing requests, right when that desk is busiest.

Speed is the commercial edge. Distributors tell us the first credible quote back wins more than its share of the business, so the hours an RFQ sits unread in an inbox are the expensive part.

Does Rapid Order Entry cover quotes?

Datacor sells its own AI document capture, Rapid Order Entry, which gained AI-powered PDF extraction in the Winter 2026 release. Everything Datacor publishes about it describes purchase orders becoming sales orders. Nothing public says whether it can create quote transactions instead, so treat that as a question for your account rep. If Datacor's own capture can target Quote Entry, it may cover part of the emailed-RFQ problem, but the answer isn't written down anywhere we can find.

Automating RFQ to quote on Datacor

The rest of the emailed-RFQ problem is what a custom AI order entry system, built by Airdev, handles. The same mechanics that read purchase orders read RFQs. On Datacor it works like this:

1. 1It picks up the RFQ from the quote inbox, whether it's a PDF attachment or a few lines typed into the email.
2. 2It identifies the account and matches each requested product, using the same customer product profiles and unit of measure conversions Datacor already maintains.
3. 3It prices from the account's actual arrangement: the right price book, contract pricing, and quantity breaks.
4. 4It stages a draft quote for a person to review. Nothing reaches a customer unreviewed.
5. 5The reviewed quote lands in Datacor through the routes the ERP actually offers: the Integrated EDI platform, where the 840 and 843 sets are a natural fit for EDI-capable partners, or access arranged with Datacor directly. There's no public API, so that scoping happens before the build, not after.

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Frequently asked questions