From a customer's parts list to a priced offer, in minutes
When a customer sends a parts list or bill of materials, your sales rep normally looks up every item in your catalog by hand, one search at a time, and builds the quote. That is about an hour per offer. InstantInvoice reads the list, finds the matching products in your own catalog, and recommends the right one for each line, so your rep just verifies the picks and sends the quote. We built the first version for electrical, and the same approach fits any trade that quotes from a catalog.
How it works
- Upload the customer's inquiry, as an Excel or PDF, even when items are written in plain words or a competitor's naming.
- InstantInvoice reads it, splits it into line items, and translates loose descriptions into the real specification for each part.
- It searches your catalog and recommends the best-matching product per line, with a confidence score and a direct link.
- Your rep confirms the picks, a couple of taps where a line is ambiguous, and the priced offer is ready.
To be clear about what it does: it does the searching and recommends the best match; your sales rep verifies and stays in control. It is an assistant that saves the hour of manual lookup, not a black box that quotes on its own.
The first build: electrical
We built this for a Schrack electrical wholesaler. A customer sends a popis, a bill of materials for a switchboard, often described in plain words. The tool finds the switchgear, decodes each item into its electrical specification (amps, poles, trip curve, breaking capacity, surge protection), and recommends the matching catalog product, even expanding a single enclosure line into its full multi-part kit. What used to be about an hour of searching per offer is now a few minutes of verifying. That is a real, running example of tailoring the engine to a specific business.
Where else it fits
Any business where a customer sends a parts list and a rep quotes it from a catalog. A single construction project's bill of materials contains many trades; we start with one and add more:
- Electrical wholesale and switchgear
- Mechanical and HVAC
- Plumbing and heating
- Building materials and construction supply
- Industrial and MRO supply, fasteners, safety equipment
If your team quotes from a customer's list against your own catalog, this fits, and we tailor it to your products and naming.
What is coming next
Step two is the drawing. Because component layouts follow known rules, we can generate a first-draft technical drawing (for example an AutoCAD schematic) directly from the selected products, so the quote and the drawing come out of the same step. That is on the roadmap.
Common questions
What does the parts-list-to-quote tool do?
It reads a customer's parts list or bill of materials and recommends the matching product from your own catalog for each line, so your sales rep verifies the picks and quotes in minutes instead of about an hour.
Does it replace the sales rep?
No. It does the tedious searching and recommends the best match with a confidence score; your rep verifies and stays in control. It is an assistant, not a black box.
Which industries does it work for?
It started with electrical wholesale. The same approach fits any catalog-based trade: mechanical and HVAC, plumbing, building materials, industrial and MRO supply. If your reps quote from a customer's parts list, it fits, and we tailor it to your catalog.
How much time does it save?
In the first electrical build, roughly an hour of manual product searching per offer dropped to a few minutes of verifying.
Does it work with our own catalog and product naming?
Yes. It matches against your own catalog and handles loose or competitor naming, and we tailor it to your products when we set it up.
Can it also create the technical drawing?
That is the next step. Because component layouts follow known rules, we can generate a first-draft drawing, such as an AutoCAD schematic, from the selected products. It is on the roadmap.