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Solutions · Quote Automation

The parts are known. The quote should take minutes.

A request comes in by text, email or photo. Axle matches it to your catalog and price book, applies your customer pricing and margin rules, and produces the quote in your template. A person approves, it goes.

From $999 a month. See pricing

Today

The delay isn't the parts. It's everything after.

At a supply house or a small distributor, the person quoting is usually also the owner, the counter, and the one the customer calls.

Before

  • Look up each part, check stock, find the customer's price
  • Type it into the template, attach it, email it
  • Twenty minutes for a simple one; an afternoon for a long list
  • The quotes pile up and get done after hours
  • The customer who texted at 2 PM hears back tomorrow

With Axle

  • The text, email or photo is matched to your catalog, part numbers and all
  • Stock and price pulled from your system; customer pricing and margin rules applied
  • Quote produced in your exact template, in minutes
  • You approve from your phone; it sends
  • Every quote tracked: outstanding, won, lost, forecast
Worked example

A text from a tech, quoted before he's back in the truck.

Plain language in, your quote out. No new software for the tech to learn. Illustrative

Text received2:04 PM
"need 10 of the 12v solenoids, 6 half inch bleed valves 316, and 4 low pressure regulators for the Miller lease. same as last time"
Matched to your catalog2:05 PM
Your partQtyStockSell
SOL-12V-NC · 12 V solenoid, NC1049 on hand$1,850
BV-050-316 · 1/2 in bleed valve, 316610 on hand$690
REG-LP-025 · 1/4 in LP regulator42 on hand, 2 backordered$1,160
Customer: Miller Lease account, contract pricing applied · margin 24%
Ready to send2:07 PM
Quote Q-2291.pdfYour template, your terms, backorder noted on line 3
Approval
Approve and send to the customer?

3 lines, $3,700, margin 24%, above floor. Two regulators backordered, 2 weeks, noted on the quote.

Division of labor

You keep the customer. Axle keeps the queue.

Axle takes on

  • Reading the request, however it arrives
  • Catalog matching, including your aliases and part numbers
  • Stock, pricing and margin rules
  • Building and formatting the quote
  • Tracking every quote after it sends

Your people keep

  • Approving each quote before it goes, or setting the rules for what sends automatically
  • Pricing authority and exceptions
  • The customer relationship
  • Corrections, which Axle learns from
One system

The rest of the workflow is already there.

Start here. When you want the next door, it's the same Applications Engineer, already configured to your catalog, templates and rules.

Questions

Quote automation questions.

What do we need to get started?

The exports you already have: an inventory or catalog report from your ERP or QuickBooks, your price lists, your quote template, and a folder of past quotes. Onboarding takes about a week and nothing gets migrated.

Does anything go out without me seeing it?

Only if you want it to. Every quote waits for your approval by default. When you trust the drafts, you can set rules for what sends on its own, per customer or dollar threshold, and pull it back any time.

How does it get better?

You upload the final you actually sent, and Axle compares it to its own draft line by line. Corrections queue for one-click approval. It never changes pricing on its own.

What does it cost?

Plans start at $999 a month, scoped to quote volume. Pricing details.

Send us a quote you sent last month.

We'll show you what Axle produces from the same request, in your template, in the demo.