Quoting and Project Management for Rep Agents
QUOTE, CROSS, WIN, AND MANAGE EVERY PROJECT IN ONE PLACE
One AI-native platform for crossing, quoting, order management, fulfillment, and reporting so nothing gets re-keyed, re-checked, or reconciled by hand.
everything from rfq to closeout, in one workflow
Turn quotes and schedules into
BOM in seconds
Use AI to read quotes and schedules, map the columns, and turn them into a structured BOM, and eliminate manual takeoffs that cause errors and slow response times.
Cross faster with profitable selections
Cross the full line card at once and pick from user-, manufacturer-, and AI-suggested alternates matched on structured product attributes with pricing right at the point of selection.
Build winning quotes with
linked datasheets
Import your price list tables, let your own bid history guide product and price selection, and send branded quotes with linked datasheets so customers get a professional deliverable.
Move from quote to execution without losing data
Follow a single line-level record from quote through fulfillment, with explicit, standardized status states and a full change history so you always see the true state of the BOM and where every change order stands.
Track manufacturer goals with dashboards and reports
Track goals by year, quarter, and branch with rebate tiers and a pacer that shows whether you're on track. Standard dashboards cover customers, branches, users, and manufacturers, so nothing gets left on the table.
Reconcile every commission
payment
Carry manufacturer defaults, commission logic, and buy/sell workflows from the quote to the order, and flag short pays the moment they happen with automated reconciliation.
WHAT OUR CUSTOMERS
SAY ABOUT US...
“It will make everyone in our company more efficient, leading to an increase in sales per rep.”
.png)
“The ease of everything in one place with input from actual reps where it makes sense vs antiquated older programs.”
“It will make us cohesive. One platform for all to work with.”
“Time saved, and workflows streamlined.”
