Workflow · Before the PO

Three quotes in. One PO out.

Quotes read, levelled to landed cost, then keyed into your ERP once you award.

Get demo See every step

Today

You do everything. Agents should!

  1. ManualAgent Read request
  2. ManualAgent Pick suppliers
  3. ManualAgent Write RFQs
  4. ManualAgent Chase replies
  5. ManualAgent Read PDFs
  6. ManualAgent Convert units
  7. ManualAgent Add freight
  8. ManualAgent Build bid tab
  9. ManualAgent Key the PO
  10. ManualAgent File quotes

How many hours can you get back?

What it costs

Where money is lost.

  • Wrong winner Box price looked cheaper
  • Hidden minimums Buy 50 when you need 30
  • Freight surprises Flat charge on page two
  • Stale prices Quote expired before the PO

The solution

No integrations. No babysitting.

The agent works your screens like a trained employee, by your rules.

The solution

Hand the whole cycle to an agent

1 agent
  1. Reads request
  2. Sends RFQs
  3. Reads replies
  4. Levels bids
  5. You award
  6. Keys PO
  7. Verifies & files

Agent does itYou decide

How it works

Five steps. Zero re-typing.

  1. Step 1

    It reads the request

    Items, quantities, need-by date, ship-to. From email or ERP.

    Demonstration data

    Inbox

    Maintenance planner

    REQ-3148 · need by 11/20, Plant 1

    Checked request

    ✓20 EA UCP208 pillow block bearing

    ✓30 EA hydraulic hose 1/2 in x 36 in

    ✓10 EA M18 proximity sensor

    ✓1,000 EA hex bolt 1/2-13 x 2 Gr 8

    ✓6 EA pneumatic cylinder 2 in x 6 in

    ✓No duplicate open PO

  2. Step 2

    It sends the RFQs

    Approved suppliers only. Every message logged.

    Demonstration data

    Draft · to Suppliers A, B and C

    RFQ · REQ-3148 · 5 lines

    Please quote unit price, unit of measure, freight, lead time and quote validity for the 5 attached lines.

    1. PO sent
    2. No reply, 2 days
    3. Reminder sent
    4. Buyer told if still silent

  3. Step 3

    It levels the bids

    Per box, per each, freight, minimums. Made equal.

    Demonstration data

    Quotes received

    PDFSupplier A$1,932.50 + $185 freight

    PDFSupplier B$2,049.50, freight incl.

    PDFSupplier C$2,347.50 + $60, 50 EA min

    Landed cost per each · REQ-3148 · 5 lines

    Supplier A $2117.50 Alternate sensor
    Supplier B $2049.50 Best on time
    Supplier C $2407.50 7 days

  4. Step 4

    It keys the PO. Then checks it.

    After you award. Reopened to confirm every line and total.

    Demonstration data

    PO ENTRY    PO#: 40733

    VENDOR: SUPPLIER B

    LN PART   QTY  COST

    01 REQ-3148 5 lines $2,049.50

    ▌

    Green screen

    ERP · PO entry

    PO 40733Emailed to supplier

  5. Step 5

    It sends the PO

    Emailed to the winner. Promised date checked against need-by.

    Demonstration data

    NOVEMBER

    SMTWTFS 12345678910111213141516171819202122232425262728293031

    Need datePromised

    Supplier B · PO 40733

    PO 40733 received. All 5 lines ship 11/18.

    Earliest is the 18th.

    To your buyer

    PO 40733 is on time. ExpediteSwitch supplier

The full process

RFQ to PO: every step

What the agent does, where you decide, and the rules it checks.

  1. Approved requisition
  2. Read items & need-by
  3. Supplier on approved list?
    No → don't send RFQ
  4. Send RFQs
  5. Read each reply
  6. Quote still valid?
    No → ask for fresh price
  7. Convert units, apply minimums
  8. Add freight to landed
  9. Freight & lead stated?
    No → mark unknown, ask
  10. Same part number?
    No → flag alternate
  11. Build linked bid tab
  12. Buyer awards & approves
  13. Key PO in ERP
  14. Saved PO matches award?
    No → stop and ask
  15. File quotes with PO
  16. PO ready to send

Agent does it You decide Rule check

Built for you

Built for messy quotes

  1. 1Three formatsPDF, email body, spreadsheet
  2. 2Mixed unitsPer box versus per each
  3. 3Hidden minimumsMOQ changes the real total
  4. 4Fine-print freightFlat, included or not stated
  5. 5Alternate partsDifferent brand on one line

Your controls

Your rules. Exactly.

Written once in plain English. Followed every time.

  • Over $5,000? Manager approves
  • Quote expired? Ask for fresh price
  • Alternate part quoted? Qualified person decides

Never, on any run

  • Pick the supplier on its own
  • Accept an alternate part
  • Treat missing freight as zero
  • Use an expired quote price
  • RFQ an unapproved supplier

When a rule says no

It stops and asks you.

Every held item lands in one queue with the documents, the values read and the rule that fired.

Approvals · 4 waitingDemonstration data
  • Don't send RFQSupplier on approved list? 2 min
  • Ask for fresh priceQuote still valid? 14 min
  • Mark unknown, askFreight & lead stated? 1 h
  • Flag alternateSame part number? 3 h

RUN-2291

Don't send RFQ

RuleSupplier on approved list? No

Source PDFPO as savedRule result

I stopped here. Everything I read is attached. Your call.

ApproveSend back

The difference

Your team, before and after

Your team today and with the agent
TodayWith your agent
Retyping quotes Every line, by hand None
Unit conversions When someone notices Shown with the formula
Landed cost Often skipped On every quote
Supplier choice Buyer Buyer, from one bid tab

Your existing systems

No new systems!

The agent runs where you work.

ERP

  • Business Central
  • Epicor
  • SAP
  • Oracle
  • NetSuite
  • Infor
  • Acumatica
  • Sage
  • SYSPRO

Supplier portals

  • SAP Ariba
  • Coupa
  • Amazon Business
  • Grainger
  • McMaster-Carr

Inbox & documents

  • Outlook
  • Gmail
  • Excel
  • Teams
  • Acrobat / PDF
  • SharePoint

Screens differ by version and setup; we confirm the exact steps on your system before a pilot. Logos and product names identify systems only and belong to their owners; they do not imply a partnership or endorsement.

Your numbers

How many hours can you get back?

Your volume, your times, your labor cost. Estimates, not results.

125staff hours per month returned to buying work
$6,000labor capacity per month
$72,000labor capacity per year

POs × (minutes today − minutes with the agent) ÷ 60 × hourly cost

These are example assumptions, not results. Minutes per competitively quoted PO cover sending RFQs, reading replies, building the comparison and entering the PO. These defaults are assumptions; replace them with your own timings.

Demonstration

Watch recorded runs

This recording is adjacent, not RFQ-to-PO. It shows a sales quote in Epicor Kinetic where the agent found an expired supplier price, raised supplier RFQ 482 and waited for the buyer to approve the new $2.05/EA price in Teams. It does not show a multi-supplier comparison or a purchase order being created.

FAQ

Questions buyers ask us

Can it read PDFs and spreadsheets?

Yes. It reads quote PDFs, Excel or CSV attachments and quotes typed into an email body, then puts every line into the same comparison. Each value links back to where it was found so the buyer can check it. Scanned or handwritten quotes are read too, but low-confidence values are marked for a person to confirm.

Does it compare freight?

Yes, as part of landed cost. Freight, handling and other charges stated on the quote are added by a written formula. If a supplier didn't state freight, the comparison says unknown rather than assuming it's free, and the agent can ask the supplier.

Who chooses the supplier?

Your buyer, whenever your policy requires a person to decide, which is the default. The agent lays out price, landed cost, delivery and any flags side by side; it does not quietly pick the lowest number.

Which ERP does it create the PO in?

The one you already use. The agent works through your PO entry screens with a signed-in user's permissions, or an API where that's the better route. Screens vary by version and configuration, so we confirm the steps on your system before a pilot; we don't claim a vendor partnership or identical behavior everywhere.

What if a supplier quotes a different part?

It is flagged as an alternate and kept out of the recommended totals until someone qualified approves it. The agent never decides that two parts are equivalent.

Turn your next quote into a PO.

  • We build itYou show us the work once.
  • Start to finishDoes exactly what your team does.
  • No-risk trial$0 setup. See it work before you scale.

Bring one requisition and the quotes that came back for it.

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