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The email agent reads requests, builds quotes, replies to customers, and escalates when needed. It automates the process of turning RFQs and sales orders into clean outputs, sending quotes to your CRM and orders to your ERP.

You can be quoting within days after plugging in your catalog and pricing. The onboarding process is described as smooth and does not require expensive consultants or months-long implementations.

Yes, the tool connects with existing platforms such as Shopify, SAP, Microsoft, Quickbooks, and Salesforce. It syncs opportunities in your CRM and ERP, ensuring seamless integration.

The tool is designed for secure or air-gapped environments. It mentions an AI agent, Agent Herbie, for mission-critical applications that must run in secure environments, indicating a focus on security and compliance.

Yes, you can manage quotes, POs, invoices, and product documents in one place. The agent handles everything unless an edge case needs your input, allowing you to step in only when needed.

The tool can parse POs, validate line items, and send structured orders to your ERP system. It also handles BOMs (Bill of Materials) and custom labor calculations for accurate quoting.

This tool is best suited for sales teams that sell through email and contact forms, particularly in industries such as electronics & PCB assembly, contract manufacturing, industrial components, automotive suppliers, packaging and labeling, and distributors (HVAC, electrical, plumbing).

The tool supports real-time cost calculation, pricing and discount rules, and multiple price lists and cost lists. It also allows for approvals for non-standard orders or discounts, ensuring flexibility for complex pricing scenarios.