AI Quote Follow-Up for Distributors
Give your sales team a reliable way to see which quotes are still open. We help you set follow-up rules and test AI-assisted drafting while your team stays responsible for pricing, lead times, and sending.
Discuss your projectWhat the work includes
Choose the trigger
Start with a quote log or CRM export. Agree on which quote statuses qualify, how long to wait, and when staff should hold off.
Test the draft
Use approved quote details and a small set of redacted examples. Check the draft against the original quote before a salesperson decides whether to send it.
Measure the pilot
Compare time spent preparing follow-ups, review the quality of the drafts, and document what should change before expanding.