# Quote faster. Win more. Without adding headcount.

Stop building spreadsheets. Automatically turn buyer requests into accurate, ERP-ready quotes using live pricing, inventory, and terms—freeing your team up to actually sell.

Trusted by the world's most sophisticated wholesale distributors and suppliers.

### Captures the Incoming Request

CoPilot reads quote requests and POs from emails, PDFs, and other formats — extracting SKUs, quantities, account details, and any special requirements automatically.

### Step 1

### Pulls Live Pricing and Inventory

For each line item, CoPilot checks live inventory availability, pulls the account's specific pricing tier, applies MOQs, freight rules, and any active promotions — no manual price book lookups.

### Step 2

| Name                      | Category | Channel         | Price  | Assigned? |
|---------------------------|----------|------------------|--------|-----------|
|  Organic Cotton Sweater | Sweaters | Dropship + WS    | $11.00 | Yes       |
|  Organic Cotton Tee         | T-Shirts | Wholesale        | $11.00 | No        |
|  Recycled Denim Jeans         | Pants    | Wholesale        | $11.00 | Yes       |
|  Eco-Friendly Chino Pants     | Pants    | Dropship         | $11.00 | Yes       |
|  Eco-Friendly Cotton Crew      | Sweaters | Dropship         | $11.00 | Yes       |
|  Sustainable Cotton Classic     | T-Shirts | Dropship         | $11.00 | Yes       |
|  Sustainable Denim Trousers    | Pants    | Dropship         | $11.00 | Yes       |

### Builds the Quote or Order

CoPilot assembles a complete, accurate quote or order — structured to your ERP's format, with all required fields populated and any inconsistencies flagged before submission.

### Step 3

### Sends and Confirms

Once approved, the quote goes to the buyer and the order flows into your ERP — no manual re-entry, no handoff errors, no lag between quote and system.

### Step 4

#### Successful Quotes

- **John Stevenson**
  - **Q-WS-2025-00127**
  - **Created date**: Mar 3, 2026
  - **Last Updated**: Mar 16 , 2026
  - **Total**: $5,258.95

- **John Stevenson**
  - **Q-WS-2025-00127**
  - **Created date**: Jan 21, 2026
  - **Last Updated**: Jan 22, 2026
  - **Total**: $3,980.21

- **Jack Ricardo Grahambell**
  - **Q-WS-2025-00127**
  - **Created date**: Jan 21, 2025
  - **Last Updated**: Jan 22, 2025
  - **Total**: $3,980.21

### Quote turnaround time is a competitive advantage and most teams are losing it.

Automatically generate fast, error-free quotes using live ERP data. Handle complex orders in minutes and scale your quote volume without scaling your team.

## Frequently asked questions

### Can it handle complex quotes with multiple line items and locations?

Yes. Copilot handles multi-line quotes, multi-warehouse inventory checks, split-ship logic, and location-based freight rules.

### What happens when pricing exceptions are needed?

Does it integrate with our ERP?

## Stop digging for answers. Start asking CoPilot.