Supply chain quoting

Osmos for Supply Chain Businesses

Quote in Seconds. Standardize Item Data. Follow Up Automatically.

10×faster quoting +20%more deals closed 200+businesses on Osmos
Trusted by 200+ businesses across the Americas PartyGames customer logo Pizarro customer logo Osmos customer logo Dimotic customer logo

At a glance

Build Quote
Templates

Structured Item
Catalog

Custom Fields for
Every SKU

Automated
Follow-Ups

Built for supply chain

Osmos helps supply chain and distribution businesses respond faster, create consistent quotes, and keep every opportunity organized—without spreadsheets, forgotten follow-ups, or messy quoting processes.

What you can do with Osmos:

Build custom quote templates inside Osmos

Create more than one

Create an item catalog

SKUs, descriptions, pricing, images, costs

Add custom fields

Lead times, MOQ, Incoterms, packaging, freight notes

Send quotes by WhatsApp

Email, or PDF

Automate follow-ups

Keep a clear pipeline

Optionally convert quotes

Into sales orders and invoices

The cost of manual quoting

If You Sell Products Through a Supply Chain, You've Seen These Problems

Supply chain businesses lose time and margin when:

Quotes take too long because item data is scattered

Pricing and product descriptions aren't standardized

Clients ask for revisions and you rebuild the quote manually

Follow-ups are inconsistent, so deals go cold

You can't clearly see what's pending, revised, won, or lost

Sales reps quote different terms, lead times, or packaging details

Osmos turns quoting into a repeatable system.

Supply chain platform

What Is Osmos for Supply Chain?

Osmos is quoting and sales follow-up software built for supply chain and distribution businesses that manage catalogs, SKUs, pricing, and frequent quote revisions. You can design quote templates inside Osmos (based on what you use today or from scratch), build a structured product catalog, and generate quotes quickly with consistent item data.

Osmos also helps you follow up automatically and track every opportunity in one pipeline. If your process needs it, you can convert approved quotes into sales orders and generate invoices—but those are optional.

Fit check

Who Osmos Is For (Supply Chain Examples)

Osmos is ideal for:

Distributors and wholesalers

Industrial, electrical, plumbing, HVAC, safety

Manufacturers

Selling B2B through reps or inside sales

Import/export traders

Managing multi-SKU quotes

Construction material suppliers

Quoting by lists and project specs

Spare parts and MRO suppliers

Large catalogs and frequent reorders

Foodservice distributors

Standard items and recurring accounts

If your team creates quotes daily and manages lots of items, Osmos fits.

Ready to Speed Up Quoting?

Standardize your catalog, create templates, and start sending quotes in seconds.

30-day trial • No credit card required • Full support included

Inside Osmos

What You Can Do in Osmos

1) Build Quote Templates Inside Osmos (One or Many)

Create templates for different quoting situations:

  • Standard quote vs project quote
  • Different brands or divisions
  • Different languages, currencies, or regions
  • Different terms and conditions by customer type

Include what supply chain buyers expect: Product tables, part numbers, specs, lead time notes, freight terms, payment terms, and validity period.

Build quote templates

2) Build a Product Catalog That Speeds Up Quoting

Centralize your item data so reps stop searching spreadsheets:

  • SKU / item code
  • Description and spec notes
  • Pricing and cost (as applicable to your workflow)
  • Images (optional, helpful for certain products)
  • Category, tags, and custom fields
Product catalog

3) Quote Faster Using Items and Custom Fields

Osmos helps you structure quotes so revisions are easier: Add items quickly from the catalog, use custom fields (MOQ, lead time, origin, warranty, packaging), and keep quote formatting consistent across reps.

4) Send Quotes Where Customers Respond Fast

Send quotes by WhatsApp, email, or PDF. Reduce turnaround time between request → quote → approval.

Send quotes by WhatsApp

5) Automate Follow-Ups (So Quotes Don't Go Cold)

  • Reminders and task prompts tied to quote status
  • Consistent follow-up process across the team
  • Better visibility into what needs attention today
Automate follow-ups

6) Track Every Opportunity in a Pipeline

  • See active opportunities and quote statuses clearly
  • Track progress by rep, account, or stage
  • Keep your team aligned on a simple process
Pipeline tracking

7) Optional: Sales Orders & Invoices

If your workflow requires an order confirmation step:

  • Convert an approved quote into a sales order or invoice (optional)
  • Track conversions from quote → sales order
Sales orders

Real-world scenarios

Real Supply Chain Scenarios (Examples)

Distributor Quote With Multiple SKUs

  • Buyer sends a list of 25 items
  • Sales rep adds items from the catalog in seconds
  • Quote includes lead time notes and freight terms
  • Follow-ups are automated until the buyer confirms

Revision-Heavy Project Quote

  • Contractor requests multiple revisions
  • Rep updates items and terms without rebuilding the quote
  • Pipeline shows the latest version and next step

Reorders and Repeat Accounts

  • Use the same item catalog and templates for recurring customers
  • Keep pricing and terms consistent across the team
  • Track open opportunities and follow-ups per account

Getting started

How It Works

1

Build your catalog

SKUs, descriptions, pricing, custom fields

2

Create one or more quote templates inside Osmos

3

Generate quotes fast using catalog items

4

Send by WhatsApp/email/PDF

5

Follow-ups and reminders keep deals moving

6

Optionally convert to sales orders and invoices

Customer stories

What do our customers say about us?

★★★★★

I really like the way Osmos creates quotes for me. It helps me keep a standard and neat presentation toward my clients.

JM
Jose MasriCFO · pizarro.com.mx
★★★★★

What I like about Osmos is that it combines the CRM with the quotes in a seamless manner.

RC
Rodrigo CondeCEO · dimotic.com.mx

Comparison

Excel vs Generic CRM vs Osmos (Supply Chain Fit)

Feature Excel / Sheets Generic CRM Osmos
Catalog-based quoting with SKUs ⚠️ ⚠️
Multiple quote templates ⚠️ ⚠️
Standardized item info across reps ⚠️
Send by WhatsApp/email/PDF ⚠️ ⚠️
Follow-up automation
Clear pipeline of opportunities
Sales orders & invoices ✅ (optional)

Questions

Frequently Asked Questions

Can we create different quote templates for different product lines?

Yes. You can create multiple templates inside Osmos.

Can we store item codes and descriptions in Osmos?

Yes. Osmos includes a catalog where you can store structured item data.

Can we add fields like lead time, MOQ, or packaging?

Yes. You can use custom fields to capture supply chain-specific details.

Can we send quotes by WhatsApp?

Yes. You can send quotes by WhatsApp as part of your quoting workflow.

Are sales orders and invoices required?

No. They're optional.

Get started

Ready to Speed Up Quoting and Follow Up Consistently?

Standardize your catalog, create templates, and start sending quotes in seconds.

30-day trial • No credit card required • Full support included

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