Automatic RFQ capture
Capture RFQs automatically by connecting Soff to your email so incoming requests can move into one queue instead of living in scattered inbox threads.
Soff
ClaimSoff is quoting workflow software for manufacturers and distributors that captures RFQs from email, generates quotes faster, and syncs with ERP/CRM systems.
Overview
Soff is a quoting workflow product for manufacturers and distributors. The site describes it as a way to send quotes faster, reduce manual back-and-forth, and keep the quoting process synced from incoming RFQs through ERP and CRM updates.
Customer stories show Soff being used to centralize email-based RFQs, generate quotes, track follow-ups, and surface data about quote volume, win rates, response times, and lost reasons. The product is also described in one story as working like Outlook for quoting and in another as a customizable, AI-powered quoting system.
Core capabilities
Instant quote generation
Generate pricing and polished PDF quotes from the same workflow, reducing manual assembly and keeping quote output consistent.
ERP/CRM synchronization
Auto-log quotes and sync quote activity with ERP and CRM systems to keep downstream records aligned with the sales process.
Quote analytics and loss insight
Track which quotes are won or lost, review lost reasons, and monitor customer behavior to understand what is driving revenue.
Team performance visibility
See response times and quoting efficiency across the team so managers can understand throughput rather than relying on anecdotal updates.
Priority-based quote routing
Route and prioritize requests by account type, which the Fastener Dimensions story says helps high-value customers receive offers first.
Common use cases
Centralizing email RFQs
Use Soff when incoming RFQs arrive by email and the team needs one place to capture, organize, and respond to them without juggling separate spreadsheets or inbox threads.
Speeding quote turnaround
Use it to generate pricing and PDF quotes faster when sales teams need to respond quickly to time-sensitive requests and reduce clerical back-and-forth.
Prioritizing customers
Use it to route high-value or priority accounts first, as described in the Fastener Dimensions story where the system separates emails by account type.
Tracking quoting performance
Use it when management needs visibility into what the sales team is working on, including quote counts, response times, and win/loss patterns.
Preventing duplicate quotes
Use it to reduce duplicate quoting and confusion when multiple people can respond to the same RFQ across sales and customer support roles.
Pros and Cons
Pros
- Built around email-based RFQ intake, which matches the way many manufacturers and distributors already receive quote requests.
- Combines quote creation, follow-up tracking, and ERP/CRM sync in one workflow.
- Provides visibility into quote volume, win/loss outcomes, response times, and lost reasons.
- Customer stories indicate it can reduce manual clerical work and help teams prioritize high-value customers.
- The site presents multiple security and deployment options, including SOC 2 Type II, encryption, AWS GovCloud, and on-premise deployment.
Cons
- The public pricing page was unavailable, so plan structure and pricing terms are not visible from the source.
- The site suggests integrations with an entire stack, but the captured text does not name specific third-party systems beyond ERP/CRM references.
FAQ
What does Soff help teams do?
Soff is used to capture incoming RFQs from email, generate quotes, and keep quote activity synced with ERP/CRM workflows. It is positioned for manufacturers and distributors that want to respond faster and track quoting more closely.
How does Soff fit into the quoting workflow?
The site says Soff works like Outlook but for quoting, and the customer stories describe it as a system that reads incoming emails, routes quotes, and centralizes follow-up activity.
Does Soff connect to ERPs or CRMs?
The public site says Soff integrates with your entire stack and can auto-log quotes and sync them with your ERP/CRM. The terms also describe the product as a tool for creating integrations with any website using recordings and AI.
Is Soff secure?
The website emphasizes security features such as SOC 2 Type II certification, end-to-end encryption, advanced data privacy, AWS GovCloud deployment, and flexible on-premise deployment options.
How long does it take to start using Soff?
The homepage includes an FAQ section, but the captured text does not provide a published implementation timeline. The terms page suggests subscription billing is monthly, while the pricing page itself was not available.
Quick Facts
- Product
- Soff
- Category
- Quoting workflow software
- Primary users
- Manufacturers and distributors
- Core workflow
- Capture RFQs from email, generate quotes, and sync quote activity to ERP/CRM systems
- Security
- SOC 2 Type II; end-to-end encryption; AWS GovCloud; on-premise deployment options
- Domain
- soff.ai