Distributors who answer first win more orders.
Requests, orders and invoices arrive in every format, each customer and supplier with their own. We take on the repetitive part: quotes priced from your lists, orders entered in your ERP, customers kept informed and supplier invoices matched.
From scattered to in order.
A note, an email, a file, each in its own place.
Please quote the attached list. Our part numbers are in column A.
Requests arrive as emails, PDFs and spreadsheets, each in the customer's own format.
PO-88213_Kestrel.pdf · 26 lines
Orders are typed into the ERP line by line.
Quote Norvik!! Promised Tuesday
A quote that takes days can lose the order.
Status: Sent · Expired 2 days ago
Sent quotes expire without a follow-up.
Jobs we handle
- Quote requestsRFQs by email and PDF, priced from your lists or ERP and drafted for your team.
Outlook
Excel
Business Central
Salesforce
- Emailed ordersPurchase orders read and prepared in your ERP, differences flagged.
Outlook
Business Central
Odoo
SAP Business One
- Quote follow-upOpen quotes followed up before they expire.
Salesforce
Zoho CRM
Outlook
Gmail
- Order statusStatus questions answered with the order and its tracking.
Gmail
WhatsApp
Odoo
Shopify
- Supplier invoicesSupplier invoices matched to the order and the delivery.
Outlook
SharePoint
Xero
QuickBooks
How it comes together
- Your documents become knowledge
- Supplier terms, customer agreements and product sheets, so a question about a delivery or a return is answered from the agreement that applies.
- Your spreadsheets become tables
- Price lists, customer discounts and stock sheets, so every quote and order is priced from one place.
- AI agents read, decide and act
- They read requests and purchase orders in each customer's own format, match their part numbers to yours, and draft the quote or the order for your team to approve.
Start with a free 30-minute call.
Tell us which job you would hand over first. We'll tell you whether it's a fit and what it would take.