Sales per dealer, quotes still open and dealers who have gone quiet, on one page, with customer history that stays with the company.
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Factories & wholesalers · 12 / 13
B2B catalogue and quote requests
A catalogue where dealers log in to see their own price list, reorder and request quotes themselves, and sales receives each request with the full spec in the CRM.
Factories & wholesalers “Dealers send what they want on LINE, sometimes a photo, sometimes typed. Sales opens that dealer’s price in Excel and builds a quote by hand every time. Some specs have changed, and the PDF catalogue is still the old one.”
The problem
Selling to dealers today runs on LINE and Excel. A dealer sends a photo of a handwritten list or a two-line message, sales guesses the model, opens that dealer’s price file, builds a quote in Excel and sends it back. Half a day per request, and wrong at any step from the model number to a price nobody updated.
The catalogue customers receive is a PDF printed two years ago. Some specs have changed, some models are discontinued, overseas customers wait for sales to translate, and when a rep leaves, the prices and terms of the dealers they handled leave with their laptop.
How we solve it
We build a web catalogue that pulls names, specs, images, datasheets and stock straight from the ERP: change it once in the ERP and the site changes in every language. Walk-in visitors see products and can request a quote. Dealers log in and see their own contract prices, order history and order status, and reorder a past order in a few clicks.
When a quote request comes in, the system drafts the quote from that dealer’s prices, discounts and terms and sends it to the covering rep on LINE. The rep checks, edits if needed and sends; the customer has a PDF the same day. AI chat helps customers find a product from a typed spec or a photo of the old part, suggests the closest models and gives lead time from live data.
Prices and credit always belong to people. The system never discounts below the set price, and an order past the dealer’s credit limit needs a manager’s approval before it enters the ERP. Every quote and every order records who approved it and when, so each dealer’s history stays with the company even when the rep changes.
How it runs
Work comes in from
- Products and stock in the ERP
- Dealers logged in
- Quote requests from the site
- Questions and photos in AI chat
What the AI does
- Update the catalogue in every language
- Find products by spec or photo
- Draft the quote on the dealer’s terms
- Send to sales to check and approve
Where it lands
- Quote PDF to the customer
- Orders into the ERP
- Rep alerted on LINE
- Dashboard of sales per dealer
Before and after
Before
After
Dealers send lists on LINE, sales builds quotes in Excel for half a day
Dealers reorder themselves and get a quote the same day
A two-year-old PDF catalogue with specs that no longer match
A catalogue from the ERP, changed once, right in every language
A rep leaves and the dealers’ price history leaves too
Prices, terms and history for every dealer in the company’s system
What you get
- 01
A multilingual catalogue searchable and filterable by spec, with product data, images and datasheets pulled from the ERP, so no PDF goes out of date
- 02
A login for each dealer showing their contract prices, order history and order status, with reorders from past orders in a few clicks
- 03
Quote requests from the basket, drafted by the system from that dealer’s prices and terms, checked and edited by sales and sent as a PDF the same day
- 04
AI chat that finds products from a typed spec or a photo the customer sends, compares close models, and answers about lead time from live data
- 05
Approved orders into the ERP with nothing re-keyed, the covering rep alerted on LINE, and a dashboard of sales per dealer and quotes still open
Who gets what
Read-only API access to the ERP, with orders written back only after a person approves. Permissions per dealer, an audit log, deployable in your cloud or on-premise.
Sales stops guessing models from photos and building quotes in Excel, and is left with checking and sending. Dealers reorder at 1 a.m. without waiting for anyone.
Who this fits
Parts & materials manufacturersImporters & distributorsBuilding materials wholesalersElectrical equipment & machineryChemicals & packagingExporters selling through dealers
Connects with what you already run
SAPOdooOracle NetSuiteSalesforceLINE OAMicrosoft 365
Development process
- 1
Discover
Requirements, users and success metrics, with scope and price fixed before we start.
- 2
Design
UX and system architecture; the prototype is approved before anything is built.
- 3
Build
AI-accelerated sprints with a demo every week, reviewed by senior engineers.
- 4
Test
QA, security and performance verified against the agreed scope.
- 5
Launch & care
Production deploy, team training, and a monthly care plan.
Turn your business problem into a system that works for you
Tell us today — get an executive-ready proposal with the plan and budget.
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