Last Updated
Overview
Rep Order Management offers a specialized platform for manufacturer representatives to manage quoting, orders, and commissions in one place. While its formatting features can be difficult to align in printed proposals, its project tracking and commission management tools make it a practical solution for firms handling complex, long-cycle sales processes.
Overall Rating
Based on 4 users reviews
4.8
Rating Distribution
Positive
100%
Neutral
0%
Negative
0%
Starting Price
Custom
Rep Order Management Specifications
- Contact Management
- Lead Management
- Opportunity Management
- Deal Pipeline Management
What Is Rep Order Management?
Rep Order Management is an integrated cloud platform designed specifically for manufacturer representative firms, streamlining the quote-to-order lifecycle. By unifying customizable quoting templates and real-time commission monitoring, the system reduces manual data entry and enhances project visibility. Its specialized tools help firms of all sizes manage administrative complexity, maintain detailed financial tracking, and improve collaboration across sales and finance teams.
How Much Does Rep Order Management Cost?
The pricing for Rep Order Management starts at $275/month for AccuQuote, which includes 5 seats; additional seats start at $55/month. This plan is focused on quoting and ordering, and includes features such as an interactive bid calendar, real‑time document editing, and more. Further pricing tiers of the software are as follows:
- AccuQuote + AccuTrack - $500/month ($100/month for each additional seat)
- AccuConnect - Custom pricing
There are no additional fees associated with the ROM Platform. No charge for setup, implementation, or training. The monthly fee includes unlimited support. This monthly rate represents your total cost of ownership, with no hidden professional service fees.
Disclaimer: The pricing is subject to change.
Rep Order Management Integrations
The software supports integration with multiple systems and platforms, such as:
- QuickBooks
- Microsoft Dynamics 365
- Oracle NetSuite
- Sage
Who Is Rep Order Management For?
Rep Order Management is ideal for a wide range of industries and business types, including:
- Manufacturer representatives
- HVAC and plumbing
- Electrical and lighting
- Industrial equipment sales
- Wholesale distribution
- Multi-line agencies
Is Rep Order Management Right For You?
Rep Order Management is the ideal choice for manufacturer representatives seeking a unified ecosystem. Trusted by manufacturer rep firms across the US and Canada. The platform supports real-time pipeline tracking, bid calendar integration, and commission visibility enabling professional multi-line sales operations.
Still unsure about Rep Order Management? Connect with our customer support staff at (661) 384-7070 for further guidance.
Rep Order Management Features
Real-Time Pipeline Tracking
Rep Order Management enables real-time pipeline tracking by updating project statuses based on actual rep activity and timelines. The platform ensures that opportunity progress is always visible, allowing teams to understand where each deal stands without requesting manual updates from sales representatives or relying on delayed reporting cycles.
Bid Calendar Integration
The software provides bid calendar integration that consolidates deadlines and project milestones into a single visual view. The platform automatically syncs bid dates with corresponding project records, ensuring accurate scheduling and reducing the need for manual calendar maintenance or repeated data entry across systems.
Automatic Email Notifications
Rep Order Management delivers automatic email notifications to keep teams informed about project changes, follow-ups, bid dates, and key updates. The platform ensures timely alerts are sent based on workflow activity, helping teams stay aligned and responsive without requiring constant manual monitoring or direct oversight.
Manufacturer Line Visibility
The platform offers manufacturer line visibility that links product lines directly to individual opportunities. The software allows users to track which manufacturers are contributing to pipeline activity and identify potential cross-line opportunities, supporting clearer insight into product performance across ongoing deals and projects.
Sales Rep Activity Tracking
Rep Order Management includes sales rep activity tracking to monitor engagement, follow-ups, and opportunity progression. The platform provides visibility into rep actions across the pipeline, helping teams understand activity levels, identify areas needing attention, and evaluate how effectively opportunities are being managed throughout the sales cycle.
Intelligent Pricing Guidance
Leverage AccuIntelligence to receive real-time win probability and optimized pricing recommendations based on your historical data, ensuring you never leave money on the table.
Rep Order Management Reviews
Total 4 reviews
4.8
All reviews are from verified customers
Rating Distribution
5
Stars75%
4
Stars25%
3
Stars0%
2
Stars0%
1
Stars0%
Share your experience
Michael S.
Information Technology and Services, 1-10 employees
Less than a year
“fantastic support and fast rollout
Pros
From the moment we made Rep Order Management the central hub for our customer experience process, it was fully up and running in less than a week. It covers the whole workflow smoothly, from managing opportunities and building quotes to invoicing and project delivery. The support team has been absolutely outstanding and you always end up speaking with a real person who knows the system inside and out. On top of that, the company is very receptive to future improvements and keeps rolling out new features at no extra cost to the organization.
Cons
One thing I'd still love to see is an integration with a platform called Active Campaign.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
8
Kathy R.
Government Relations, 500+ employees
More than a year
“Real-time deal tracking boost
Pros
Keeping tabs on deals in real time has made a huge difference for our department. The software is simple to use, helps everything stay organized and has significantly improved our overall productivity.
Cons
Honestly we have no complaints. It's excellent software and any company that wants to stay competitive and gain an edge could really benefit from it.
Rating Distribution
Ease of use
10
Value for money
10
Customer Support
10
Functionality
10
Dan K.
Machinery, 11-50 employees
Less than 6 months
“Helpful quote tracking
Pros
After the templates were in place, putting together quotes became quick and simple. The reporting is especially useful because it shows how many quotes are still pending which ones were won and which were lost. That makes it much simpler to prioritize projects and stay on top of open proposals with timely follow-up.
Cons
Since the software is still in the earlier stages of development, there are some small bugs and quirks that require occasional workarounds. On the positive side, the developer is very responsive when it comes to feedback and actively makes changes and improvements based on it.
Rating Distribution
Ease of use
9
Value for money
8
Customer Support
8
Functionality
7
Frequently Asked Questions
What other apps does Rep Order Management integrate with?
Rep Order Management supports integration with multiple systems and platforms, including Sage, Oracle NetSuite, Microsoft Dynamics 365, and QuickBooks, and more.
What level of support does Rep Order Management offer?
Rep Order Management offers support via phone, email, live chat, ticketing system, and an online contact form. Support is included in monthly subscription cost.
What types of pricing plans does Rep Order Management offer?
Rep Order Management pricing starts at $275/month for AccuQuote, with AccuQuote + AccuTrack at $500/month and AccuConnect available at custom pricing. Get a detailed Rep Order Management cost breakdown to make an informed decision.
Does Rep Order Management have a mobile app?
No, Rep Order Management does not offer a dedicated mobile app.
What language does Rep Order Management support?
Rep Order Management software primarily supports English.
Does Rep Order Management offer an API?
Yes, Rep Order Management offers an API.
Who are the typical users of Rep Order Management?
Rep Order Management features are used by manufacturer representatives, multi-line sales agencies, HVAC and plumbing distributors, electrical and lighting suppliers, construction and estimating professionals, and industrial equipment sales teams.