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AI Quote-to-Cash · E-commerce & Distribution

From RFQ to cash in the bank. One live flow.

makez.ai is AI-native quote-to-collection software for e-commerce sellers and distributors. It reads every quote request, prices it with margin guardrails, checks the customer's PO, prepares drop-ship vendor orders, tracks shipments, invoices, matches payments and follows up on cash. Your team approves; the AI does the busywork.

✓One transaction across sales, ops & finance ✓People approve every quote, invoice & reminder
  1. RFQ intake
  2. AI reading
  3. Product match
  4. Pricing & margin
  5. PO check
  6. Vendor POs
  7. Tracking
  8. Invoice & cash
  9. Collections
The order-to-cash problem

Every order touches six inboxes and three spreadsheets

Quote requests arrive as PDFs and emails. Prices are rebuilt by hand. Customer POs don't match the quote. Vendors forget to send tracking. Invoices go out late, payments sit unmatched, and overdue accounts get chased when someone remembers.

📥

Slow quotes

Hours spent reading RFQs and retyping line items into a quote — while the buyer waits.

📉

Margin leakage

Vendor cost changes, freight and discounts slip through, and nobody sees the margin until month-end.

🔁

PO & shipping errors

Customer POs that differ from the quote, vendor orders re-keyed by hand, tracking numbers buried in email.

⏳

Cash stuck in AR

Remittances matched in spreadsheets and collections done late, inconsistently, or not at all.

How it works · real screens

The full quote-to-collection flow, stage by stage

These are live screens from makez.ai, following one order for a fictional US medical-supply distributor. Click any stage, or let it play.

    makez.ai RFQ automation: a request for quote read by AI with 35 requirements extracted

    1 · RFQ & quote request intake

    Quote requests arrive by email, upload, portal or your web store — PDF, Word, Excel, CSV or plain text. makez.ai opens a transaction the moment one lands.

    ✓ Respond to more RFQs, faster
    Where AI helps
    • Classifies the request and its buyer
    • Extracts every requirement, quantity and deadline
    • Scores how ready the response is
    How makez.ai AI read the RFQ in twelve steps: read, classify, extract, structure, identify requirements and deadlines

    2 · AI shows its work

    Every RFQ comes with a twelve-step reading trail — read, classify, extract, structure, identify requirements, deadlines, mandatory clauses and gaps — and a response plan.

    ✓ Trust the AI because you can check it
    Where AI helps
    • Finds mandatory clauses and submission rules
    • Flags gaps that need vendor or internal review
    • Recommends the next action
    AI product matching: RFQ wording matched to catalog products with confidence scores

    3 · Catalog product matching

    Each line, in the buyer's own words, is matched to the right SKU in your catalog — with the vendor, the specs that matched and a confidence score.

    ✓ Fewer quoting errors, no retyping
    Where AI helps
    • Matches free-text lines to SKUs
    • Explains which attributes matched
    • Suggests alternatives when unsure
    AI quoting software: pricing assembled from vendor costs and freight with margin per line

    4 · Pricing with margin guardrails

    One click assembles pricing from confirmed and historical vendor costs plus freight, and checks every line against your margin floor and approval thresholds.

    ✓ Margin protected on every quote
    Where AI helps
    • Builds price from vendor knowledge
    • Estimates freight
    • Routes below-target quotes for approval
    Quote pipeline board from request through pricing, margin review and customer decision

    5 · Quote pipeline

    Every open quote on one board — requested, understanding, vendor research, pricing, margin review, sent and PO received — with owners and SLAs.

    ✓ No quote goes quiet
    Where AI helps
    • Flags quotes that need attention
    • Shows owner and due date on every quote
    • Weights the pipeline by chance of winning
    PO matching software: customer purchase order compared to the approved quote line by line, with a quantity difference flagged

    6 · Customer PO vs approved quote

    When the customer's purchase order arrives, it's compared field by field and line by line with the approved quote. Differences are flagged with their impact before the order moves.

    ✓ Catch mistakes before you ship
    Where AI helps
    • Reads POs from email, PDF or upload
    • Applies your tolerances
    • Recommends: accept, request a revised PO or escalate
    Drop ship order management: orders split into vendor purchase orders and emailed to vendors

    7 · Orders & drop-ship vendor POs

    The order splits into drop-ship purchase orders, one per vendor, and moves through confirmation, shipping, delivery and billing on one pipeline.

    ✓ No re-keying between systems
    Where AI helps
    • Prepares vendor POs from the order
    • Reads vendor confirmations and ship dates
    • Flags overdue confirmations
    Shipment tracking automation: tracking numbers read from vendor emails with chase emails drafted

    8 · Shipment tracking

    Tracking numbers are read from vendor emails, tables, invoices and receipts automatically. Missing or delayed shipments are listed, and chase emails are drafted for review.

    ✓ Customers always know where their order is
    Where AI helps
    • Extracts carrier and tracking numbers
    • Spots delays against promised dates
    • Drafts vendor follow-ups
    Automated invoicing software: invoices prepared from delivered orders and validated before sending

    9 · Invoicing

    Delivered orders become invoices, prepared from the order, the customer PO and the approved quote, and validated before a person approves and sends them.

    ✓ Invoice on delivery, with fewer disputes
    Where AI helps
    • Builds the invoice from the transaction
    • Runs six validation checks
    • Sends to the right billing contact
    Cash application automation: remittances auto-matched to invoices

    10 · Payments & cash application

    Remittances are matched automatically when the invoice reference and amount agree. Anything else waits for a person, with partial payments tracked against the invoice.

    ✓ Cash applied without spreadsheets
    Where AI helps
    • Reads remittance emails and advices
    • Matches payments by invoice reference and amount
    • Tracks partial payments
    Collections automation software: AI-drafted payment reminder based on payment history, awaiting finance approval

    11 · Collections

    For each overdue invoice, makez.ai weighs the amount, days overdue, payment history, last contact, disputes, promises and the relationship — then drafts the right message. Finance approves every one.

    ✓ Get paid sooner, politely
    Where AI helps
    • Prioritises who to contact
    • Drafts reminders in your tone
    • Logs promises to pay
    Ask makez.ai in plain English: which invoices are overdue, answered with a chart, table and next step

    12 · Ask in plain English

    “Which invoices are overdue?” “Which vendors are hurting margin?” Answers are computed from your records, with a chart, the rows behind it and a recommended next step.

    ✓ Answers in seconds, not reports
    Where AI helps
    • Understands the question
    • Computes from live records
    • Links every row to its source
    AI operating brief: makez.ai found nine items that deserve attention today with potential value

    13 · Daily operating brief

    Each morning, leaders get a brief computed from live records: what changed, which quotes need approval, which orders are at risk — ranked by value.

    ✓ Leaders see what matters first
    Where AI helps
    • Ranks exceptions by impact
    • Explains the recommended action
    • Role views for CEO, sales, ops and finance
    Margin management software: realized margin by month and category against target

    14 · Margin, line to final

    Margin is tracked from line to quote to order to final realized margin — by customer, vendor and category — against your target, with a simulator for open quotes.

    ✓ Know your real margin, not your hoped-for one
    Where AI helps
    • Explains freight and discount variance
    • Finds categories below target
    • Simulates price changes
    AI for e-commerce operations

    Eight AI agents. One team that never drops the ball.

    Each agent owns a slice of the flow and hands off to the next — and to your people when a decision is needed.

    Intake

    Request Understanding Agent

    Reads RFQs and quote requests in any format and turns them into structured requirements.

    Quote

    Pricing Agent

    Builds prices from vendor costs and freight and enforces your margin rules.

    Order

    Order Agent

    Checks the customer PO against the quote and splits the order into vendor POs.

    Vendors

    Vendor Communication Agent

    Sends vendor orders, reads confirmations and chases the ones that go quiet.

    Ship

    Tracking Agent

    Finds tracking numbers in vendor emails and documents and watches delivery dates.

    Bill

    Invoice Agent

    Prepares and validates invoices from delivered orders for one-click approval.

    Cash

    Collections Agent

    Matches remittances and drafts reminders based on each customer's history.

    Insight

    Margin Agent

    Tracks margin from quote to final and points to where it's leaking.

    ✓
    AI prepares. People decide. makez.ai never sends a quote below your margin floor, an invoice or a collection message without approval. Every step is logged on the transaction timeline with who did what and why.
    Built for e-commerce & distribution

    How AI helps e-commerce companies sell B2B — without adding headcount

    If you sell from a catalog and fulfil through vendors, your growth is capped by how fast your team can quote, order, ship and collect. makez.ai removes that cap.

    • ✓Your web-store catalog drives quoting. Products, specs and vendors sync from your store, so B2B quotes use the same truth as your website.
    • ✓Drop-ship by default. Orders split into vendor POs automatically, with confirmations and tracking captured from vendor email.
    • ✓B2B buyers, consumer speed. Hospitals, schools, agencies and businesses get accurate quotes fast — with POs, terms and invoices handled properly.
    • ✓Customer portal. Buyers review quotes, send POs, track orders and download invoices in one place.
    • ✓Finance that keeps up. Invoices on delivery, payments matched, collections on time — so growth turns into cash.
    AI matching B2B ecommerce RFQ lines to web store catalog products
    Impact

    What changes when quote-to-cash runs on makez.ai

    From the live walkthrough — one RFQ, followed to cash.

    Seconds

    To read a 35-requirement RFQ

    Requirements, deadlines and mandatory clauses extracted with a full reading trail.

    1 click

    To price a quote

    Vendor costs, freight and margin per line — this demo quote: $92.7K at 22.9% margin.

    Line by line

    PO vs quote, before shipping

    Quantity and price differences flagged with their dollar impact.

    37 / 37

    Shipments tracked automatically

    Tracking captured from vendor emails, with chase drafts for the rest.

    6 / 6

    Checks on every invoice

    Validated against the PO and quote before your team sends it.

    Auto

    Payment matching

    Remittances applied to invoices; reminders drafted for what's overdue.

    Figures come from the makez.ai demo company (Northwind Medical Supply, fictional) with synthetic data. Your results depend on your data and processes.

    Before & after

    Manual order-to-cash vs AI quote-to-collection

    Before

    • RFQs read and retyped by hand
    • Prices rebuilt in spreadsheets; margin seen at month-end
    • Customer POs checked by eye — or not at all
    • Vendor POs and tracking chased over email
    • Invoices sent late; remittances matched manually
    • Collections when someone has time

    With makez.ai

    • AI extracts requirements and matches your catalog
    • One-click pricing with margin guardrails and approvals
    • Every PO compared to the approved quote
    • Drop-ship POs prepared; tracking captured automatically
    • Invoices validated on delivery; payments auto-matched
    • Reminders drafted from payment history, approved by finance

    Proven with Rehabmart

    [Rehabmart's approved testimonial goes here — paste the exact wording they signed off.]
    [Name], [Title] · Rehabmart, US online retailer of medical and rehabilitation equipment
    Live walkthrough · 2 minutes

    Watch one order go from RFQ to cash

    A real run-through of the application — no slides.

    Or try it yourself at play.makez.ai →

    FAQ

    Questions about AI quote-to-cash

    What is quote-to-collection (quote-to-cash) software?

    Quote-to-collection software runs every step from a customer's request for quote to cash in the bank: quoting, the customer's purchase order, vendor orders, shipment tracking, invoicing, payment matching and collections. makez.ai runs these steps as one transaction that moves across sales, operations and finance.

    How does makez.ai use AI in quote-to-cash?

    AI reads RFQs and quote requests from email, PDF, Word or spreadsheets, extracts requirements, matches each line to your catalog, assembles pricing from vendor costs and freight, compares customer POs to the approved quote, reads tracking numbers from vendor emails, matches remittances to invoices and drafts collection reminders. Your team reviews and approves; nothing is sent to customers automatically.

    Is makez.ai a fit for e-commerce sellers and drop-shippers?

    Yes. makez.ai is built for companies that sell from a catalog and fulfil through vendors: B2B e-commerce sellers, distributors and drop-ship businesses. Your web-store catalog drives product matching, and orders split into drop-ship purchase orders for each vendor.

    Does AI send quotes, invoices or reminders on its own?

    No. makez.ai prepares the work and shows why; people approve. Quotes below your margin floor need approval, invoices are approved and sent by your team, and every collection message requires finance approval.

    Can I try makez.ai Quote-to-Collection before talking to sales?

    Yes. play.makez.ai runs the full application with a fictional US distributor and synthetic data. You can switch roles, upload a sample RFQ and follow the order all the way to collection.

    What does it take to go live?

    makez.ai is configured to your catalog, vendors, pricing rules, margin floors, approval thresholds, email templates and document numbering. Talk to us about a walkthrough with your own RFQs, POs and invoices.

    Related topics

    Quote to cash softwareQuote-to-cash automationOrder to cash automationAI quote to cashRFQ automation software AI quoting softwareB2B ecommerce quoting softwareDistributor quoting softwareCPQ for distributorsDrop ship order management Drop shipping automationPurchase order automationPO matching softwareOrder management software for distributorsShipment tracking automation Automated invoicing softwareAccounts receivable automationCash application automationPayment remittance matchingCollections automation software AI accounts receivableMargin management softwareB2B ecommerce automationMedical supply distributor softwareAI for ecommerce operations

    See your RFQ-to-cash flow on makez.ai

    Try the full application with sample data now, or send us a few real RFQs, POs and invoices and we'll walk you through it with your own documents.