Products · Sourcing

Your reps quote on real vendor cost.

Workd puts every vendor RFQ, vendor quote and PO on the customer quote that drove it. Reps see current cost and margin while they quote, and buyers source knowing what the customer needs and when, instead of working from an email thread nobody audits.

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On the phone with Mike
"Send a quote to Mike with 200 boxes at our current pricing."
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Quote built and sent
1Your current pricing 2Margin before you send
The problem

Margin leaks in the email thread

If you're a distributor or a stocking manufacturer, you've watched it happen. A quote goes out on last quarter's vendor cost, a buyer picks a vendor without knowing the customer's deadline, and the vendor's reply is buried in someone's inbox.

Months later, nobody can explain where the margin went.

Sales quoting blind on stale vendor cost
Purchasing sourcing without the customer’s urgency
Vendor quotes lost in personal inboxes
No record of why a discount was given
Sourcing

Every vendor quote tied to the customer quote.

A buyer and a sales rep looking over a brass valve sample together
How it works

From customer quote to vendor price, in one place.

  1. 1

    Request sourcing

    A rep flags a quote as needing sourcing, or the counter opens a request. Customer urgency travels with it.

  2. 2

    Send the RFQ

    The buyer picks vendors and hits send. Vendors reply with one click, and the answers come back into Workd.

  3. 3

    Compare side by side

    Best price, best lead time and best margin against the customer quote, calculated in real time.

  4. 4

    PO out, quote updated

    Award the vendor and Workd issues the PO and locks the cost into the customer quote in one action.

What it does

Everything your team stops doing by hand

Vendor pricing on the quote

Sales sees real-time vendor pricing and lead times on every active quote, and margin at the line level.

Margin alerts

Reps are notified when a vendor quote moves their margin.

Customer urgency for buyers

Purchasing sees the customer’s deadline and the quote price they are sourcing against.

Vendor comparison

Every vendor response side by side, with the margin impact of each option.

Vendor performance history

Lead time and defect rate for each vendor, in front of the buyer.

Audit trail

Every RFQ, response, award and cost change recorded on the quote that drove it.

People and AI

Workd takes the busywork. Your people keep the relationships.

Workd handles
  • ✓Sending RFQs and collecting replies
  • ✓Comparing price, lead time and margin
  • ✓Issuing the PO and updating the quote
  • ✓Alerting reps when margin moves
  • ✓Keeping the audit trail
Your people handle
  • ✓Knowing the customer’s real deadline
  • ✓Negotiating with vendors
  • ✓Choosing the right vendor
  • ✓Committing a date to the customer
  • ✓Managing vendor relationships

Works with the ERP and CRM you already run

SalesforceHubSpotMicrosoft DynamicsEpicor Prophet 21NetSuiteSAPSageAcumaticaQuickBooks and more

Pairs well with

Order management →The quote becomes the order at the locked-in cost.Inventory →Replenishment that starts from real stockout risk.

Questions we hear

Do vendors need a Workd login?

No. Vendors receive a real RFQ email with quantity and target date and reply with one click. Their responses come back into Workd.

Does purchasing have to work in the sales tools?

No. Sourcing connects the two teams without forcing either one into the other’s tools.

What happens when a vendor is awarded?

Workd issues the PO and updates the customer quote with the locked-in cost in the same action, with the audit trail captured.

Try it right now: call our AI

Give everyone on your team their own AI agent.

Distributors from $5M to $1.5B run their sales, orders and deliveries on Workd. Live on the ERP you already run in two to four weeks.

Get a Demo Talk to our AI: (248) 522-9680