AI-Agents for Request Intake in Wholesale Distribution working with Formstack

Flag quote discrepancies before inventory purchases are approved.

Your approver gets a clear quote check in the approval chat, including any supplier or total that conflicts with the purchase form.

Works with23 tools

Check trade buyer inquiries before adding them to outreach campaigns.

Website inquiries reach your campaign with a relevant email draft. You review the message before anyone sends it.

Works with31 tools

Qualify trade buyer inquiries for the outreach register.

Your outreach register shows which website inquiries are ready to contact and which need a closer look.

Works with28 tools

Find buyers at target companies and add verified leads to campaigns.

See verified leads and tailored messages in your paused campaign, ready for review before outreach begins.

Works with22 tools

Keep repeat stock quotes with the purchase request under review.

Your approver finds the new supplier quote on the original purchase request, with its amount ready for review.

Works with10 tools

Attach supplier packets to purchase requests for stock purchases.

Your buyers find supplier paperwork beside the right purchase request, while your team handles mismatches.

Works with8 tools

Check stock purchase requests against their itemized costs.

See the calculated amount and any difference on your purchase form before you review the request.

Works with7 tools