RFQ intake
Without Sanka
Requests arrive by email, chat, or sales notes without a structured review trail.
With Sanka
Capture customer request details, due date, item lines, and internal owners in Sanka.
RFQ and quote approval for Shopify B2B
Add governed RFQ, pricing review, margin checks, approval routing, and quote-to-order handoff around Shopify B2B customer requests.
Show me the HubSpot deals that are ready to bill, and any that aren't.
4 closed-won deals. 3 are ready to bill, 1 needs attention:
✓#1092Greenfield Logistics Ltd.¥2,090,000 · ready
✓#1084Atlas Print Co.¥480,000 · ready
✓#1079Maren Foods K.K.¥1,210,000 · ready
⚠#1087Oceanic Trade Corp.missing payment terms
Want me to draft an invoice for any of these?
Create the invoice for Greenfield Logistics (#1092).
Drafted INV-1092 from deal #1092 — line items matched, tax applied. Here it is for your review.
</> sanka.workflow.create → sanka.workflow.reviewINV-1092 Greenfield Logistics Ltd.
● Awaiting your approval
Bill toGreenfield Logistics Ltd. HubSpot deal #1092
| Line item | Qty | Amount |
|---|---|---|
| Implementation — Annual | 1 | ¥1,600,000 |
| Support plan — Standard | 1 | ¥300,000 |
Subtotal¥1,900,000
Tax (10%)¥190,000
Payment termsNet 30 HubSpot
Total¥2,090,000
✓ Tax 10% applied✓ Customer matched in freee✓ Line items synced from HubSpot
Approve
INV-1092 · ¥2,090,000 — send and sync?❯1. Approve & send → emails invoice, writes status back to HubSpot, posts journal to freee
2. Edit draft first
3. Reject
↑↓ to select · enter to confirm — nothing sends until you choose
Ask anything…↑
Trusted by 1,000+ teams
Overview
Handle B2B requests that do not fit a catalog checkout
Capture RFQs
Collect requested items, quantities, target delivery, special terms, customer context, and required review.
Review price and availability
Check margin, discounts, stock, supplier lead times, substitutions, and approval requirements.
Convert approved terms
Turn approved quote terms into Shopify draft orders, Sanka orders, invoices, fulfillment tasks, or accounting prep.
Tutorial
From B2B RFQ to approved Shopify order
- 01Receive RFQCapture customer, company, item, quantity, delivery, pricing request, and notes.
- 02Review terms and inventoryCheck margin, customer pricing, payment terms, available stock, supplier lead time, and required approvals.
- 03Create order and downstream workConvert accepted terms into a Shopify draft order, Sanka order, invoice, fulfillment task, or purchase order.
Compare
B2B selling often needs review before ordering
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| RFQ intake | Requests arrive by email, chat, or sales notes without a structured review trail. | Capture customer request details, due date, item lines, and internal owners in Sanka. |
| Pricing review | Special discounts and customer terms are approved outside the order workflow. | Review margin, price breaks, payment terms, and approval status before quote submission. |
| Availability | Sales quotes products without checking available inventory or supplier lead time. | Check stock, replenishment, substitutions, and delivery risk as part of quote approval. |
| Handoff | Accepted terms are re-entered into draft orders, invoices, and fulfillment tasks. | Use approved quote data to create the next operational records. |
Pricing review
Without Sanka
Special discounts and customer terms are approved outside the order workflow.
With Sanka
Review margin, price breaks, payment terms, and approval status before quote submission.
Availability
Without Sanka
Sales quotes products without checking available inventory or supplier lead time.
With Sanka
Check stock, replenishment, substitutions, and delivery risk as part of quote approval.
Handoff
Without Sanka
Accepted terms are re-entered into draft orders, invoices, and fulfillment tasks.
With Sanka
Use approved quote data to create the next operational records.
Customer quotes
Don't take our word for it.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
At first, we managed everything in Excel. Human error was a constant problem, and our inventory value did not match at fiscal close.
As we grew rapidly, we needed a system that could manage purchasing, inbound, inventory sync, and outbound in one place.
FAQ
Frequently asked questions
Is this different from Shopify B2B catalogs?
Yes. Shopify B2B catalogs help customers order with assigned products and prices. Sanka focuses on RFQ, exception review, approval, and quote-to-order work around that commerce flow.
Can quotes check inventory?
Yes. Quote review can include available stock, inbound inventory, supplier lead time, substitutions, and delivery risk.
Can approved quotes become Shopify draft orders?
Yes. Approved quote terms can be used to prepare Shopify draft orders and downstream Sanka records.