01
Capture RFQs where buyer intent starts
Let buyers submit quote requests directly from the product or cart experience instead of forcing them into disconnected offline processes.
Sales workflow and negotiated revenue operations
Sales Pilot
Sales Pilot adds a real RFQ workflow to the commerce experience so buyers can request quotes where intent starts and sellers can manage negotiation, approval, and conversion from one operating layer.
- Quote requests from product or cart
- Quote lifecycle statuses
- PDF and copy workflows
- Approved quote checkout
Application brief
Core capabilities
These capabilities are built around the friction points that appear when B2B selling does not fit a straight-to-checkout flow.
02
Control the full quote lifecycle
Use a centralized dashboard, status model, and customization controls to manage quotes from initial request through response and final order conversion.
03
Support the negotiation patterns B2B teams actually run
Sales Pilot is meant for B2B transactions where bulk pricing, stakeholder involvement, and negotiated terms do not fit a standard storefront checkout path.
Outcomes
What teams should expect
The goal is faster seller response, tighter quote control, and fewer manual handoffs between ecommerce and sales.
- Faster quote turnaround
- Better quote control
- Less offline handoff friction
Deployment fit
How to evaluate Sales Pilot well
Structured request intake, lifecycle states, and quote context create the right base for routing, summarization, and faster seller response.
Sales Pilot is strongest when quoting is a real operating system inside the business, not a side workflow handled through inboxes and spreadsheets.
- Map how quote requests enter the business today and where seller response slows down.
- Review approval steps, negotiated pricing rules, and the handoff from quote to order.
- Evaluate the product against the actual account and sales workflow, not only the storefront page.
Workflow model
How the workflow works in practice
These details show how Sales Pilot fits into request capture, seller workflow, and quote-to-order execution.
01
Quote automation
Sales Pilot supports fully online, automated quote handling that allows saved carts to become quotes and approved quotes to continue toward checkout.
- Save a cart as a quote and convert it to an order later.
- Approve quotes and let buyers check out from email-based flows.
- Manage validity, terms, notes, and downloadable quote documents.
02
B2B operating fit
Sales Pilot is framed for B2B merchants whose sales cycles involve volume pricing, requests for quote, repeated negotiations, and seller-buyer interaction that traditional storefront checkout cannot represent well.
- Apply quote logic to selected products, customer groups, or broader catalog segments.
- Help sales teams respond faster with quote IDs, dates, customer details, and request context visible in one place.
- Use custom offers and discounts without exposing negotiated pricing publicly.
03
Next step
Sales Pilot is most valuable when it is mapped to your real quoting and approval workflow rather than treated like a simple storefront widget.
Next Step
See where Sales Pilot fits in your B2B selling stack.
If RFQs, approvals, or negotiated pricing are still forcing offline work, Integer Cloud can help scope Sales Pilot against your real sales workflow.