AI-Agents for Wholesale Distribution

Agents help wholesale distributors keep stock flowing to retailers and other businesses.

File Received Agreements

File signed stock supplier agreements in the right supplier folder.

Find signed supplier terms in the folders you choose, while unclear packets stay in your inbox for review.

Works with
File Supplier Agreements

Sort signed supplier agreements into their supplier folders.

Find signed supplier agreements and their certificates together in the supplier folders your team uses.

Works with
Import Partner Contacts

Import qualified partner contacts for wholesale sales outreach.

Your outreach register gets qualified partner prospects, and you get a clear summary of contacts skipped or held for review.

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Log Outreach Emails

Record buyer outreach against approved copy and flag deviations.

Your outreach email tracking shows what your team actually sent, with approval mismatches assigned to your sales lead for review.

Works with5 tools
Nudge Overdue Purchase Approvals

Remind approvers about overdue inventory purchases.

Your approvers get a focused reminder on the open task, so you spend less time chasing overdue purchase decisions.

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Published by Before We Buy
Open Countersignature Tasks

Assign follow-ups for late internal signatures on inventory supply agreements.

Late internal signatures become follow-up tasks for your procurement owners, so supplier-signed agreements keep moving.

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Request Missing W-9 Forms

Request missing W-9s from product suppliers awaiting approval.

Suppliers know which form to send, and your approval cards show why they are waiting.

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Return Incomplete Purchase Requests

Ask for missing supplier details on purchasing requests.

Your budget owners get clearer purchase requests, and requesters know exactly what to add before review can continue.

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Published by Before We Buy
Return Incomplete Supplier Forms

Return vendor forms missing details needed to buy inventory.

Suppliers get a clear list of missing answers or documents, so your team can move complete onboarding forms forward.

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Published by Before We Buy
Send Quote Follow-Ups

Follow up on wholesale price quotes and flag buyers' replies.

Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.

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Send Sales Emails

Send personalized emails to business buyers and flag their replies.

Keep your sales outreach moving with personalized emails, due follow-ups, and a daily recap of replies that need you.

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Surface Purchase Changes

Flag changed stock orders for renewed purchasing approval.

Your reviewers see what changed since the last approval and get the revised order for a fresh decision.

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Published by Approvals Essentials
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