Four capability pillars — sales pipeline automation, distributor coordination, lead attribution, and quote intake — that run an industrial equipment sales desk 24/7 without a manual rep team.
A flow of inbound RFQs lands — emails, web forms, distributor referrals — and FlowDesk runs the entire pipeline: matching SKU, applying pricing rules, generating a PDF, and delivering a quote before a buyer has time to refresh their inbox. Coverage doesn't drop on weekends, after-hours, or when a sales rep is between roles.
Manufacturer-direct and distributor-sold business shouldn't run on two parallel stacks of spreadsheets. FlowDesk keeps per-distributor pricing tiers, routes leads to the right channel partner, and hands finished PDFs back to the manufacturer under their own brand — one source of truth across the whole channel.
FlowDesk captures UTM source, medium, and campaign on every form submission and stores them on the lead record. The pipeline runs against attributed leads — so a paid-search lead, a Meta-ad lead, and an organic-blog lead each carry the campaign they came from into the conversion-attributed quote pipeline.
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Every quote starts with a quote number and a customer. FlowDesk persists each RFQ to rfq_submissions with a matched-products JSONB column, resolves the customer from company name or email domain, and writes a quote-numbered row to quotes ready for PDF generation and downstream handoff.
rfq_submissions with matched-products JSONB
quotes.quote_number and rendered as signed PDFs
A 15-minute intro or jump on the manufacturer waitlist — either way, no slides, no sales theater.