Practical Guides, Not Vendor Talking Points
How B2B quoting, CPQ margin floors, and ERP/eCommerce sync actually work in production — written for engineering and operations leaders.
TackQuote + Brightpearl: The Deal Is Agreed. Now Make It an Order.
A practical look at TackQuote and Brightpearl: product variants, customer records and the handoff from a wholesale agreement to a sales order.
TackQuote for Cin7 Core: Connect Your Catalog to Your B2B Quote-to-Order Workflow
For wholesalers and distributors, a quote carries more than a price. It defines the products, quantities, and commercial offer the buyer is being asked to approve. Once that offer is accepted, the order system needs the same information. TackQuote connects B2B quoting with Cin7 Core through product imports and configured sales-order creation. It gives businesses a practical route from their existing catalog to a quote, then from an accepted quote to a draft order in Cin7 Core. The connector supports **Cin7 Core, formerly DEAR Inventory**. Cin7 Omni uses a different API and is not supported by this connection.
Manufacturing quotes: from BOM to margin-approved order
A practical way to quote configured manufacturing work without rebuilding bills of materials, pricing tiers, and approvals in a spreadsheet for every opportunity.
Distributor pricing: customer-specific catalogs without catalog sprawl
How distributors can keep contract pricing, account-level catalogs, quantity breaks, and repeat orders accurate without creating a separate spreadsheet or storefront for every customer.
Construction bid revisions without losing the agreed scope
A disciplined approach to managing changing construction bids: retain versions, route approvals, capture purchase orders, and preserve the commercial trail from first issue to acceptance.
Faster Cash Collection: E-Signature to Instant Payment in One Step
How finance and ops leaders use TackQuote to close the gap between a signed quote and collected cash with e-signature and instant Stripe, PayPal, or Razorpay payment.
Stop Losing Deals to Slow Quote Turnaround and Silent Follow-Up
How sales teams use TackQuote's buyer portal, live negotiation, and win-probability signals to catch stalling deals before they go cold.
Adding a Wholesale Channel to Your Shopify or BigCommerce Store
How e-commerce brands layer a B2B wholesale channel on top of Shopify, BigCommerce, or WooCommerce using TackQuote, without rebuilding their storefront.
Tiered Pricing, Discount Control, and E-Signature in One Flow
How B2B SaaS and services companies use TackQuote to manage tiered pricing, enforce discount approvals, and close deals with e-signature, without leaving the quote.
Wholesale Distributors: Replace Manual PDF Quoting with TackQuote
See how distributors and manufacturers move off manual PDF-and-email quoting to a faster, trackable process with TackQuote's quote builder and lifecycle tracking.
Build Modern B2B Quoting Systems
Explore TackQuote docs, OpenAPI specifications, and integration guides to connect your ERP, store, and CRM.