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Distribution · Project 03

Quoting system

B2B Distributor. Two-day estimates now go out in 4 hours.

2 days to 4h

Estimate turnaround

What it looked like before

A B2B distributor wrote estimates by hand from price lists, freight, and a salesperson's memory. Two days was normal.

What replaced it

The quoting system pulls from their catalogue and their rules. Two-day estimates now go out in 4 hours.

The result

Two-day estimates now go out in 4 hours.

How it was built

Trained onTheir catalogue, their freight rules, and three years of quotes actually sent.
Where a human stayedApproval of every estimate before it goes out, with a hard floor on margin.
Runs inTheir accounts, on their billing, owned by a named person on their team.

Industries where this comes up

Other transformations

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