Soff
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Detail Information
What
Soff is an AI-based quoting platform for U.S. distributors. It is designed to help teams manage RFQs, automate parts of the quote creation process, track follow-ups, and keep quote activity synchronized with systems such as ERP and CRM tools.
The product appears positioned as a quoting workflow layer rather than an ERP itself. Based on the page, its main use case is replacing manual email-and-spreadsheet quoting processes with a more centralized workflow that captures inbound requests, generates pricing and quote documents, records activity, and surfaces win/loss insights.
Features
- Automatic RFQ capture from email: Soff connects to incoming email to collect quote requests in one place, reducing manual intake and missed opportunities.
- Instant quote and PDF generation: The platform generates pricing and polished quote documents faster, which can help distributors respond more quickly to buyers.
- Quote tracking and follow-up management: Teams can monitor RFQs and follow-ups in a centralized workflow instead of relying on fragmented inboxes and spreadsheets.
- Win/loss and customer behavior insights: Soff shows which quotes are won or lost and highlights lost reasons, giving sales and pricing teams clearer feedback on performance.
- ERP/CRM synchronization: The product logs quotes and syncs data with ERP and CRM systems, which can reduce duplicate entry and keep downstream records aligned.
- Security and deployment options: The site states SOC 2 Type II certification, end-to-end encryption, AWS GovCloud deployment, and flexible on-premise deployment options for organizations with stricter data-handling needs.
Helpful Tips
- Validate ERP fit early: Since Soff is not an ERP, buyers should confirm exactly which quote, item, and customer records sync bi-directionally with their current systems.
- Map the current quoting workflow before rollout: The strongest value will likely come from standardizing RFQ intake, pricing approvals, follow-up timing, and quote logging before automation is layered on top.
- Check quote-generation accuracy on edge cases: For distributor environments with complex pricing, custom parts, or supplier variability, pilot testing should focus on exceptions rather than only standard quotes.
- Use win/loss data operationally: The analytics become more useful when teams agree on consistent lost-reason tagging and response-time benchmarks.
- Review deployment and security requirements carefully: The site presents several security and hosting options, so regulated or defense-adjacent distributors should verify which setup matches their internal policies.
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