Quote Automation Software for Wholesale
Respond to customers in seconds with an AI agent that drafts quotes, contract terms, and delivery dates—no more digging through spreadsheets or chasing logistics.
You’re stuck copying prices from Excel, rewriting contracts in Word, and emailing back and forth with logistics just to send a single quote. As a wholesale account manager, every delay means your customer might buy elsewhere. Manual quoting eats up your week and leaves you open to mistakes, lost deals, and frustrated buyers.
Automates quoting, contract terms, and delivery estimates for wholesale sales reps, replacing manual work in Excel, Outlook, and DocuSign.
What this replaces
The hidden cost
What this is really costing you
In wholesale distribution, sales reps and account managers spend hours every week pulling pricing from SAP or QuickBooks, editing contract templates in Word, and coordinating delivery dates over Outlook. Each quote involves tracking down the latest price lists, double-checking terms, and waiting for shipping updates. These repetitive tasks slow you down and increase the risk of errors.
Time wasted
7-8 hours/week
Every week, burned on work an AI agent handles in minutes.
Money lost
$15,000/year
In salary, missed revenue, and operational drag — annually.
If you keep ignoring it
If you keep quoting manually, you'll lose deals to competitors who respond faster, risk sending out incorrect terms, and damage relationships with customers expecting quick answers.
Cost estimates derived from U.S. Bureau of Labor Statistics occupational wage data and O*NET task analysis.
Return on investment
The math speaks for itself
Today — without agent
8 hrs/week
of manual work
With your AI agent
1.5 hrs/week
agent-handled
You save
$12,200/year
every year, reinvested into growing your business
Estimates based on U.S. Bureau of Labor Statistics median salary data and O*NET task importance ratings from worker surveys. Time savings assume 80% automation of eligible task components.
Jobs your agent handles
What this agent does for you
Complete jobs, handled end-to-end — so your team focuses on what matters.
Respond to a New Customer Inquiry
You ask your agent to draft a quote with pricing, terms, and delivery for a new wholesale client.
Update an Existing Quote
You ask your agent to revise a previous estimate with new quantities and updated delivery dates.
Prepare Bulk Order Terms
You ask your agent to generate contract terms and warranty summaries for a large, multi-location order.
Compare Credit Options
You ask your agent to suggest the best credit terms for a customer with a unique payment history.
How to hire your agent
Connect your tools
Link your document management, quoting, and scheduling tools used in your daily sales workflow.
Tell your agent what you need
Type: 'Generate a quote for 500 units of product X to Acme Corp, include standard terms, net-30 credit, and estimated delivery.'
Agent gets it done
Your agent returns a complete, ready-to-send quote with itemized pricing, contract terms, credit details, and delivery estimate.
You doing it vs. your agent doing it
Agent skill set
What this agent knows how to do
Generate Customer Quotes
Pulls up-to-date pricing from SAP or QuickBooks and produces detailed quotes, ready to send to buyers.
Draft Custom Contract Terms
Creates tailored contract language using your legal templates in Word, ensuring compliance and accuracy for every deal.
Recommend Credit Terms
Analyzes order size and payment history to suggest credit options, factoring in data from QuickBooks and Salesforce.
Estimate Delivery Dates
Checks real-time shipping schedules in your ERP system and calculates delivery timelines for each order.
Summarize Warranty Coverage
Extracts warranty details from manufacturer PDFs and presents clear summaries for your quotes.
AI Agent FAQ
Yes, your AI agent can generate quotes for large, multi-product orders and bundle all pricing, terms, and delivery details into a single document. It pulls product data directly from SAP or QuickBooks, ensuring accuracy even for bulk or custom orders.
The agent connects to Salesforce, QuickBooks, and SAP via secure API, allowing you to pull customer, pricing, and order data directly into your quotes. If your system isn’t listed, you can use CSV exports to import data.
All data is encrypted in transit using TLS 1.3 and never stored after processing is complete. Only authorized users with SSO access can generate documents, and audit logs are available for compliance.
Absolutely. The agent adapts its output to match your existing Microsoft Word or PDF templates, so every quote and contract aligns with your branding and legal requirements.
Yes, it is specifically designed for wholesale sales teams who need to automate quoting, contract drafting, and delivery estimates. The agent works with your current ERP and CRM systems to speed up every step.
Related tasks
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