Turn a request into a priced quote, ready for your approval.
See it in actionIllustrative example · explore each step
Example scenario · Distributors and wholesalers
A customer sends a messy parts list. The system reads it, matches your catalog, applies their pricing and drafts the quote for your approval.
Set the boundaries before it runs. Your team stays in charge of the decisions that need a person.
We map the scope, rules, and handoffs with your team before building.
You see the draft quote with every match and price, change anything, and send it with one click.
The quote goes out as a PDF in your template, and a follow-up is scheduled if there is no answer.
Connections confirmed during scoping.
Rita Moreno · Lakeshore Mechanical
RFQ for spring order
Quote Q-3318
00:12Quote total
$0.00