Voice AI to manage your quotes

Send the quote before you leave the parking lot.

Say what the customer needs. Workd builds the quote at your current pricing, checks the margin and sends it while the conversation is still fresh.

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Today

You write it on a notepad, call it in, and the quote goes out tomorrow if it’s a good day.

With Workd

You say it, and the quote is built and sent before you start the truck.

Things people say

Say it the way you’d say it to a colleague.

“Send a quote to Mike with 200 boxes at our current pricing.”
Okay, I built the quote and sent it.
✓Quote Q-80412 sent
“Add 40 boxes of SKU 51907 to Mike’s quote and check the margin.”
Added. Your margin is 27.4%.
✓Quote updated
“Do we have enough SKU 48213 to cover Mike’s quote?”
Yes. 240 boxes at the main branch.
✓Stock checked across branches
“Which of my quotes are more than two weeks old?”
Three. Henderson is the largest.
✓Open quotes, oldest first
“Follow up on the Lakeview quote on Monday.”
Okay, your follow-up is set.
✓Task due Monday
“Mark that quote lost. They went with another supplier on price.”
Done. I saved the reason.
✓Outcome saved to the quote
See everything your team can say

A real quote, at the customer’s own pricing

Inside sales sees the same quote on one record, with live stock on every line and the margin before it goes out.

Current pricingMargin before you sendStock on every line
On the phone with Mike
"Send a quote to Mike with 200 boxes at our current pricing."
Workd
Quote built and sent
1Your current pricing 2Margin before you send

This works because it sits on the whole platform

Orders and quotesQuote, order and invoice on one record, with live stock on every line.Live CartSee a customer’s cart as they shop and help them finish it on the call.SourcingVendor quote requests linked to the customer quote that needs them.PromotionsBuilt once, shown in the store and mentioned by reps on the call.

Questions we hear

Does it use our pricing?

Yes. Quotes use your current pricing for that customer.

Can inside sales still work the quote?

Yes. It’s the same quote on the same record, by voice or by hand.

Can I check the margin first?

Yes. Ask for it before the quote goes out.

Next: Voice AI to log your visits

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