Procurement automation for traders & distributors

Stop chasing suppliers across WhatsApp, email, and spreadsheets.

ProcurPilot is the operating system for B2B trading and procurement. From client RFQ to supplier quotes to final quotation — every step lives in one place, with a full audit trail and your margin protected by default.

14-day free trial No credit card required Cancel anytime
app.procurpilot.com / dashboard
ProcurPilot admin dashboard
Quote received
Gulf Fresh · USD 8.20 / kg
now
3 suppliers responded
ORD-2026-041 · Compare quotes →
Margin protected
QUO-2026-018 · +22% markup
2m
01 / The way it works today

Procurement runs on chaos.
Until it doesn't.

A typical order touches seven tools and four people before a quote ever reaches the client. Margins leak. Suppliers go silent. Files diverge. The same questions get asked three times.

/ 01

WhatsApp threads with 9 suppliers

Quotes scroll out of view by lunchtime. The newest price isn't always the right one, and nobody knows which message was final.

/ 02

Spreadsheets that diverge by the hour

Three versions of the same workbook, none of them current. Procurement, sales, and finance all reconciling separately.

/ 03

Quotes lost in Outlook subfolders

You know you got the better price somewhere. By the time you find it, the supplier's offer has expired.

/ 04

Margin eaten by clerical errors

The unit cost went up. Nobody updated the template. You quoted the client at last quarter's price — and ate the difference.

02 / How ProcurPilot works

Four steps.
End to end.

No new vocabulary, no implementation project. The flow mirrors how your team already works — but the system holds the state, not your inbox.

01 Intake

Receive the client RFQ

Clients submit through their own portal, or you create the inquiry directly from a phone call or email. Items, quantities, deadlines — captured once.

RFQ-482-019 · Steel coil
RFQ-482-018 · PTFE seal
RFQ-482-017 · Aluminum
02 Source

Send to relevant suppliers

ProcurPilot picks the right suppliers from your directory by product category. Each gets a unique tokenised link — no login, no friction.

Sankei Heavy · received
Nordmark AG · pending
Petrosa Trading · received
Caltrex Mfg. · awaiting
03 Compare

Pick the right quote

Side-by-side comparison of price, lead time, and Incoterms. Winners ranked automatically. Award the best fit in one click.

Sankei$0.842
Nordmark$0.871
Petrosa$0.889
04 Quote

Send the final quotation

Apply margin, generate a branded PDF, send it to your client — directly from the order. Margin warning fires if you forget the markup.

QUO-2026-0411 · Draft
Markup +14% applied
Sent to client
03 / Inside ProcurPilot

Built for the way procurement
actually moves.

Six core surfaces, each shaped around a real moment in your day. Not generic CRM screens with a procurement skin — purpose-built for trading, sourcing, and distribution operators.

Feature 01 · RFQ system

Suppliers don't need an account. They just need the link.

Send a tokenised RFQ email to every relevant supplier. They submit through a dedicated form — no login, no signup, no SaaS pitch. Their quotes land in your dashboard in real time.

  • One-click outreach to all suppliers tagged with the right product category.
  • Tokenised secure links with automatic expiry — no credentials to manage.
  • Quotes auto-populate the comparison view as they come in.
Send RFQ to suppliersSend RFQ to suppliers panel
Feature 02 · Comparison engine

Every quote on one page. Ranked, not buried.

Side-by-side comparison of every supplier response. The best fit is surfaced automatically; you can re-rank by any column. No spreadsheets, no copy-paste.

  • Automatic ranking by unit price across all responding suppliers.
  • Supplier notes & validity dates captured per response — all context in one view.
  • Pending suppliers stay visible. One click to chase, one click to award.
Received quotesSupplier quote comparison table
Feature 03 · Quotation builder

Your margin, protected by the system.

Build a client quotation directly from the supplier quote you picked. Apply markup as a percentage or absolute number. ProcurPilot warns you before you send if margin is missing or below your threshold.

  • Margin warning blocks zero-margin sends. No more accidentally quoting at cost.
  • PDF quotation generated server-side and attached to the client email automatically.
  • Draft or send — and every action is logged on the order timeline.
Quotation builderQuotation builder with margin protection
Feature 04 · Client portal

Your clients get their own login. No more status-update chases.

Each client sees their own catalog, places orders, and tracks fulfilment progress — branded as yours, not ours. You stop being a status-update service.

  • Self-serve order placement from a curated catalog you control.
  • Order history & live status — clients answer their own "where's my order?" questions.
  • Per-client visibility — they only see what's theirs.
Client portalClient product catalog portal
Feature 05 · Supplier management

Your supplier rolodex. Categorised, taggable, instantly reachable.

A real directory — not a static export from accounting. Assign suppliers to categories so they get included on the right RFQs automatically. WhatsApp them in one click when something's urgent.

  • Smart RFQ targeting by product category — no more guessing who to email.
  • WhatsApp quick-contact for the conversations that still need a human.
  • Active / inactive toggle — pause without deleting history.
Supplier directorySupplier directory
Feature 06 · Activity timeline

Full audit trail. On every order. Forever.

Every action — who sent which RFQ, when each quote arrived, who awarded which supplier, when the client quotation went out — recorded in a timestamped, immutable log. No more "I thought you sent that."

  • Timestamped events for every action, automatically — nobody has to remember to log anything.
  • Role-based attribution — see who in your team did what.
  • Survives staff changes — institutional memory baked into the platform.
Order timeline
May 21 · 09:14
RFQ sent to 4 suppliers
by Maria · category: Steel / Coils
May 21 · 11:02
Sankei Heavy submitted quote
$0.842 / kg · 14d lead
May 21 · 14:38
Nordmark AG submitted quote
$0.871 / kg · 12d lead
May 21 · 16:21
Sankei Heavy awarded
by Tomás · margin +14% applied
May 21 · 16:24
Quotation sent to Hagen Industries
QUO-2026-0411 · PDF attached
04 / Built for the middle

For every business that
sits between supplier and client.

If you buy to fulfil — and your margin is the difference — ProcurPilot was built for you. The workflow is the same; the vocabulary adapts.

Trading companies & wholesalers

You buy from manufacturers, sell to end-users, and your margin is the spread. ProcurPilot is built around exactly this motion: structured RFQs out, structured quotes in, structured quotation out — with the margin step that protects your business baked into the flow.

3.8×
Faster RFQ cycle — minutes to reach 9 suppliers, not a morning of WhatsApp messages.
0
Zero-margin quotes sent. The margin warning blocks the send. Period.
100%
Audit trail coverage. Every order, every action, attributable and timestamped.
Specifically for trading & wholesale

What you get on day one

  • Multi-supplier RFQs by category — no more cc-bombing the whole rolodex.
  • Quotation builder that protects markup against silent supplier price hikes.
  • Client portal that ends "status update?" messages over WhatsApp.
  • Supplier notes and validity dates captured per quote — no detail lost.
  • PDF quotations generated with your organisation name, emailed to clients directly.

F&B distributors & HoReCa suppliers

Multiple restaurants, hotels, and caterers — each with their own catalog, their own pricing, their own delivery schedule. ProcurPilot keeps every account's inquiries, orders, and supplier sourcing separate, while you operate one back office.

25+
Client accounts on a single workspace, each with isolated catalogs and pricing.
~ 4h
Saved per week per buyer — RFQs that used to take a morning take minutes.
14d
Free trial — onboard your first 5 clients before paying a cent.
Specifically for F&B

Daily orders without daily chaos

  • High-frequency accounts handled from one workspace — one inquiry, multiple suppliers sourced in minutes.
  • Per-client catalogs — each account sees only the products you've assigned to them.
  • Activity timeline catches the "did we deliver Tuesday's order?" question before it's asked.
  • Supplier directory tagged by category (produce, dry goods, dairy, beverage).

Sourcing & procurement agents

You sit between a buyer overseas and a network of factories at home. Every RFQ touches five suppliers, three samples, and two negotiations. ProcurPilot makes the whole motion legible to your client — without exposing your supplier list.

9 → 1
Nine threads collapse into one workspace. Quotes, samples, terms — one record.
Supplier privacy preserved. Clients see your quotation, not your sources.
100%
RFQ links are tokenised and expire. No supplier list ever leaves your workspace.
Specifically for sourcing agents

Operate the middle, professionally

  • Tokenised supplier links — they fill a form, no login, no visibility into other suppliers.
  • Client portal shows your branded quotation; your supplier mix stays yours.
  • Compare all supplier responses side by side — ranked by unit price, with notes and validity dates.
  • Margin protection ensures your commission is never quoted away.

Import / export businesses

Multiple suppliers, multiple ports, multiple compliance regimes. ProcurPilot brings every quote response into one workspace — so you compare, decide, and document without losing context across a months-long trade cycle.

48h
Default RFQ token expiry — responses come in fast, before suppliers lose track.
PDF
Quotation PDFs generated server-side with your org name — send directly to the client.
100%
Audit trail on every order — months-long trades fully documented, team-attributable.
Specifically for import/export

The motion of cross-border trade

  • Side-by-side quote comparison — all supplier responses ranked by unit price, no spreadsheet needed.
  • Tokenised RFQ links expire automatically — your sourcing process stays confidential.
  • Activity timeline survives staff handover — months-long orders, fully documented.
  • Multi-tenant isolation — each organisation gets its own isolated workspace and data.
05 / Why teams switch

The old way is the
expensive way.

A side-by-side of the daily reality. Most procurement teams aren't using "nothing" — they're using six things, badly. The cost is real; it just hides in time, errors, and lost margin.

Concern
Email + Excel + WhatsApp
ProcurPilot
Send RFQ to 9 suppliers
Copy-paste into 9 chats. Hope nobody misses the spec.
One click. Suppliers tagged by category get a tokenised link.
Compare quotes
Manually build a spreadsheet. Hope all 9 use the same units.
Auto-ranked table. Price, lead time, Incoterms, side by side.
Apply margin
Add it in your head. Sometimes.
Margin warning blocks zero-markup sends.
Audit trail
Hope someone saved the email thread.
Every action timestamped and attributed, on every order.
Client “where’s my order?”
A WhatsApp message to procurement. Wait. Forward. Reply.
Client portal with live order status — they answer themselves.
Onboarding a new buyer
Three weeks of “where did Maria put the supplier list?”
One workspace. The system holds the state, not Maria.
06 / What teams measure after switching

The numbers, after
30 days on ProcurPilot.

Composite of self-reported metrics from early ProcurPilot teams. Your mileage varies with order volume and supplier count — but the direction is consistent.

Time per RFQ cycle
−72%
From half a day of WhatsApp chasing to under 30 minutes from inquiry to comparison.
Suppliers per RFQ
9 avg.
Teams typically contact 3× more suppliers per RFQ — and actually compare all responses.
Margin protected
+4.2pt
Margin warning eliminates accidentally-undermarked quotes. Real money, recovered.
"Where's my order?" messages
−86%
Client portal answers status questions before they're asked.
07 / Pricing

One workflow.
Plans that grow with you.

Start with a 14-day free trial — no credit card required. Upgrade only when your team is hooked. Every plan includes the full RFQ → comparison → quotation → portal workflow.

Trial
Free/ 14 days

Try every feature, with your own data. No credit card required.

  • 1 admin · 5 clients
  • 50 products in catalog
  • 20 orders over 14 days
  • Full feature access
  • Email support
Starter
$29/ month

For small trading businesses getting started. Solo or pair.

  • 2 admins · 25 clients
  • 300 products in catalog
  • 150 orders per month
  • Full RFQ → quotation workflow
  • Branded client portal
  • Email support
Enterprise
Custompricing

On-premises deployment with custom workflows built around your operation. Quoted per project.

  • On-premises deployment
  • Custom workflows built for your operation
  • Unlimited admins, clients & products
  • All existing platform features
  • Dedicated onboarding & account manager
  • SLA & priority support
08 / Common questions

The questions buyers
ask before signing up.

If something's missing here, write us — we answer within a business day.

Do my suppliers need to create an account?+
No. Each supplier receives a unique tokenised email link, fills in a web form with their quote, and they're done. No password, no signup, no SaaS pitch. The token expires automatically — set by you, default 48 hours.
How is my workspace separated from other companies on ProcurPilot?+
ProcurPilot is true multi-tenant. Every organisation has an isolated workspace with its own URL slug. Data access is enforced at the database level — no cross-tenant visibility is possible, even by accident. Each org bills independently.
Can my clients place orders directly without calling me?+
Yes. Each client gets their own login to a branded portal showing the catalog you've curated for them, with their pricing, their cart, and their order history. They place orders self-serve; you fulfil from the same workflow.
What stops me from accidentally sending a quote with no margin?+
The Quotation Builder runs a margin check before sending. If markup is zero or below your set threshold, the send is blocked and you get a clear warning. You can override it for a specific quote, but the default protects you.
Can I export orders and quotes?+
Yes — to PDF for sharing, and to Excel for record-keeping or for finance handover. PDFs are server-generated and include your organisation name, sent to the client via your configured email address.
How does billing work?+
Monthly subscription, billed in USD through Razorpay. The free trial runs for 14 days without a credit card. You can upgrade, downgrade, or cancel at any time — no annual contracts on Starter or Pro.
What's the difference between Starter, Pro, and Enterprise?+
The feature set is identical. Tiers differ by capacity (admins, clients, products, orders per month) and support level. Most growing teams land on Pro. Enterprise removes all caps and adds dedicated onboarding and SLA — pricing is custom and quoted based on your team size and volume.
Where is my data hosted?+
ProcurPilot runs on Vercel with a Neon serverless PostgreSQL database. Authentication uses JWTs with HTTP-only cookies; passwords are bcrypt-hashed. RFQ links to external suppliers are tokenised and time-limited.
Get started

Pilot the procurement cycle.
End to end.

14-day free trial. Full feature access. No credit card required. Onboard your first 5 clients and 50 products before you decide if you want to pay us anything.

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✓ 14 days  ·  ✓ Full features  ·  ✓ No card
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