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B2B Quote Management

Vantek: Industrial Parts Quote Management

B2B quote platform for industrial parts teams. Operators manage requests, suppliers, offers, and quote lines. Axonaut integration generates final quotes and PDFs.

Detailed Overview

Vantek serves as the operational nervous system for industrial parts quote teams, eliminating time-consuming manual processes while maintaining complete accuracy and compliance. The platform opens with a secure authenticated dashboard where operators immediately see their workload organized by urgency. When customer requests arrive via email, WhatsApp, or phone, the system extracts all critical details and stores them with full context, so no information is ever lost or duplicated. Operators then search the supplier network through a single integrated search interface that aggregates offers by product specification, allowing rapid price and availability comparison across multiple vendors. The most attractive offers are selected and immediately recorded, maintaining a complete audit trail. When the operator is ready to finalize the quote, the system validates all calculations, applies margin rules, and generates the final PDF through Axonaut integration. The entire process is tracked with real-time status updates visible to both operators and management, eliminating the need for follow-up emails about quote status. By supporting bilingual workflows, bulk actions, and role-based permissions, Vantek enables teams to process significantly more quotes with fewer errors and faster turnaround times.

Key Objectives

Build a secure

operator portal with Supabase Auth, persistent sessions, password reset, logout, and admin-only user creation

Create a dashboard

with KPIs for new requests, urgent cases, pending quotes, sent quotes, request trends, and pipeline status

Automate customer request

intake from email while supporting manual creation for WhatsApp, phone, and direct inquiries

Provide a filterable

request management workflow with pagination, bulk status updates, delete actions, CSV export, and normalized status badges

Design a request

detail flow with editable client identity, original message, extracted parts, urgency controls, and a six-step progress tracker

Integrate n8n supplier

search webhooks to fetch offers, group results by part reference, rank best prices, and filter by condition, country, currency, price, and text search

Write selected supplier

offers directly into Supabase quote lines and keep request statuses synchronized across the workflow

Generate quote drafts,

validate quote lines and totals, then create Axonaut quotes with returned quotation IDs and PDF links

Manage the supplier

directory with search, country filtering, manual supplier entry, editing, and Excel or CSV import

Deliver bilingual EN/FR

UX improvements including toast notifications, copy-to-clipboard, disabled action hints, age color coding, and mobile-friendly stepper states

Key Highlights

End-to-end quote lifecycle from customer request intake to Axonaut PDF quote creation with complete audit trail
Supabase Auth with secure sessions, password reset, change password, logout ensuring operator security
Operational dashboard with KPIs showing New Today, Urgent Cases, Pending Quotes, Sent This Week, trend analysis
Request management with multi-filter search, status normalization, bulk actions, pagination, CSV export capability
Request detail workspace with editable client info, extractable parts table, brand lookup, urgency management
n8n-powered supplier search aggregating hundreds of offers grouped by part reference with best-price highlighting
Real-time Supabase quote line updates when operators select or change supplier offers
Quote validation screen with automatic tax calculation, margin application, and total verification
Axonaut integration creating professional PDF quotes and storing quotation IDs for tracking
Supplier database with advanced search, country filtration, Excel/CSV import supporting thousands of suppliers
Mobile-responsive design enabling operators to manage quotes from any device or location
Bilingual EN/FR interface supporting global teams and international supplier networks
Real-time notifications alerting team to new requests and quote status changes
Quote status tracking providing complete visibility into pipeline from intake through delivery

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