Send a quote before the lead's coffee gets cold.
Good inquiries wait while someone rebuilds the same quote.
Est. deploy 3–5 weeksSee the walkthrough
Sales & Quoting · Ecommerce
Prepare wholesale quotes from approved tiers.
Bulk inquiries require repeated spreadsheet lookups.
For: Wholesale account managers and the team responsible for sales & quoting in ecommerce.
01 · The outcome
What good looks like.
The team has a versioned wholesale quote for commercial review, with source evidence and an explicit approval before any external action. Track time from complete inquiry to approved quote against a baseline; do not assume automation improves it.
A connected workflow that uses requested SKUs, approved price tiers, stock status, and shipping constraints to prepare a tier-based draft and flag nonstandard discounts for approval. It produces a versioned wholesale quote for commercial review.
Where AI helps, and where a person decides.
AI can prepare a tier-based draft and flag nonstandard discounts for approval. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The wholesale account manager verifies the source facts and approves the final action.
Wholesale account manager is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Wholesale account manager: Capture the source and scope
- Wholesale account manager: Review the proposed outcome
- Wholesale account manager: Release only the approved version
- Wholesale account manager: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: A wholesale inquiry includes products and quantities. Connect only requested SKUs, approved price tiers, stock status, and shipping constraints. The wholesale account manager confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to prepare a tier-based draft and flag nonstandard discounts for approval. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check a versioned wholesale quote for commercial review against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Wholesale account manager has recorded approval or a reason to hold the item.
After explicit approval, save a versioned wholesale quote for commercial review in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review time from complete inquiry to approved quote each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=commerce-wholesale-quote
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- COMMERCE-WHOLESALE-QUOTE-DEMO-001
- Trigger
- A wholesale inquiry includes products and quantities.
- Owner
- Wholesale account manager
- Prepared output
- a versioned wholesale quote for commercial review
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Time from complete inquiry to approved quote
Start with your tools.
Connect Shopify, Gorgias, Klaviyo through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
Try this week / no DAVID required
A useful first step.
This week, have your wholesale account manager time five examples of this work. Use redacted copies of requested SKUs, approved price tiers, stock status, and shipping constraints to make a versioned wholesale quote for commercial review manually, then list which fields required judgment.
What to measure.
- Time from complete inquiry to approved quote
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
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