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Key Takeaways
What you need to know
Automated quote generation streamlines sales processes for wholesale distributors by parsing requests from various formats like email, PDF, or even photos, ensuring accurate and efficient pricing.
Implementing a system that prices quotes based on live availability, vendor costs, and customer-specific discount tiers helps businesses maintain margin floors and automates approval workflows, improving profitability and operational efficiency.
Automating the entire quote-to-order cycle, including follow-ups and reason tracking for lost bids, allows wholesale distributors to enhance sales effectiveness and gain insights into customer decision-making, optimizing future engagements.
Quotes & Estimates
Requests parsed from email, PDF, spreadsheet or a photo of a written list.
Every line is priced off live availability, current vendor cost and that customer’s discount tier. A quote inside your margin floors and approval threshold goes out as priced. Anything outside goes to your approver. Each quote is chased until an answer comes, and a no carries its reason.
Morgan · Quotes
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RFQ-2214
Priced
Request parsed
Email · PDF · 38 lines
Done
Availability confirmed
Done
Customer tier applied
Tier B · contract pricing
Done
Margin floor · line 12
$18.40 vs $19.10 floor
Held
Chased until answered, yes or no
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