Distribution / Wholesale
AI Quote Drafting for Distributor Sales Teams
Distributor sales teams prepare many quotes a day, usually starting by finding an old quote and checking the latest price. Phak AI finds past quotes and answers price and stock questions from Excel right away, and Smart Quote drafts quotes from your own template. Sales staff review every quote before it goes out.
The old way
- Dig through email and folders for old quotes
- Open several price files to check current prices
- Retype items every time, even for similar quotes
With Phak AI
- Ask for a past quote with similar items instantly
- Ask Excel for price and stock, with sources
- Smart Quote drafts from a template; sales review
Where distributor quotes slow down
Long, multi-brand item lists
Customers send dozens of codes, and some need cross-referencing before they can be priced.
Old quotes are hard to find
A similar quote went to the same customer before, but it sits in another salesperson's email or laptop.
Prices change often
Price files vary by shop tier and price round, so staff must check they are using the latest one.
Stock must be checked first
Before sending a quote, staff need to know which items are in stock and which wait for the next lot.
What Phak AI handles in quoting
- Find past quotes with similar items
- Ask Excel files about price and stock in Thai
- Cross-reference codes across catalogs before pricing
- Smart Quote drafts quotes from your template
- Read-only ERP connection for price and stock
How AI quote drafting works
Start from the past quotes and price files you already have, then let Smart Quote draft new quotes for sales to review.
Gather past quotes and price files
Load quotes actually sent, price files by tier, and your quote template into the knowledge base.
Find the closest past quote
Sales staff ask which customer received a similar list, to use as a starting point.
Check current price and stock
Ask Excel for this customer's tier price and which items are in stock.
Draft with Smart Quote
Smart Quote drafts the quote from your template, using data your organization approves.
Sales review and approve before sending
Every quote is checked by a person before it reaches the customer. AI drafts, people decide.
Questions sales staff ask before preparing a quote
Scope of AI quote drafting
What Phak AI does
- Phak AI finds past quotes with similar items and cites the source
- Phak AI answers price and stock questions from files your team updates
- Phak AI drafts quotes from your template with Smart Quote
What it does not do
- Does not send quotes to customers without a person checking
- Does not set prices or discounts in place of the sales team
- Does not enter orders into the ERP on its own
Frequently asked questions
Can Smart Quote use our own quote template?
Yes. Smart Quote drafts from the template, price files, and terms your organization sets, pulling in past quotes and price and stock from Excel. Sales review every quote before sending.
Who approves the quote?
A salesperson or manager, as your organization decides. AI searches and drafts, but every quote is checked by a person before it goes to the customer.
Can we use price files for several tiers?
Yes. Load every tier's price file into the library and set who sees which one. See Ask about price and stock from Excel for how to ask price files.
Read next
Distribution / Wholesale
Find parts, cross-reference codes across catalogs, and ask about price and stock for sales teams and counters.
Read more →Smart Quote / BOQ
Drafts quotes and BOQs from product data, costs and past jobs for sales to review before sending.
Read more →Price & stock from Excel
Upload price and stock files and ask in Thai right away. Answers use real data, no ERP link needed.
Read more →Catalog cross-reference
Every brand's catalog and cross-reference table in one place. Search across all of them, with pages cited.
Read more →Talk to the Phak AI team
Tell us about your business. The Phak AI team will show you the systems that fit and plan the rollout with you, without replacing what you have.