QuoteClerk AI for ECI Spruce users

Lumber and building materials dealers

ECI Software Solutions describes Spruce as ERP software for lumber and building materials supply. Dealers on Spruce in the United States, and building materials merchants in the UK, share the same quoting problem: a contractor sends a materials list or a PDF takeoff with dozens of lines in trade shorthand, and someone on the sales desk turns each line into an item number and a price before the quote can go out.

QuoteClerk AI prepares that draft. Spruce remains the system that holds your items, accounts, orders and invoices.

What happens, in order

1. Export from Spruce. Items with number, description, unit and price, your customers, and any customer or customer group pricing, as CSV, XLSX or TSV.
2. A list or takeoff arrives. A spreadsheet, a PDF of up to 10 pages, an email, or a PNG or JPG photo. Scanned PDF pages are read with OCR.
3. Draft. Every line is matched to your own items and priced from your own data.
4. Approve. A person on your team resolves the flagged lines and approves.
5. Out. An A4 PDF quote with your logo for the contractor, and a UTF-8 CSV of the approved lines.

A framing list from a contractor

A framing contractor emails a list for a garage:

• "2x4x8 studs, 120". Clear dimension, length and count, so the line is matched and priced at the contractor's own account price.
• "2x6x16, 40". If your yard stocks more than one species or grade in that size, both items are shown and the line waits for your colleague.
• "7/16 OSB, 30 sheets". Matched to the sheet item; the unit is kept as sheets, not square feet.
• "16d nails, 2 boxes". Several box sizes could fit, so the options are listed.
• "Headers per plan". Nothing to match. The line is flagged as unpriced with the question that needs answering.

When the list is a phone photo of handwriting, uncertain lines are flagged for a person to check.

Contractor pricing and currencies

The price order is fixed: a customer's own price, then the customer group price, then the list price. Quantity breaks and valid from and until dates are respected, a category discount applies to list prices only, and a surcharge can be its own field. A tie or a missing price blocks the line and flags it, so no price is ever guessed. Your prices can be in US dollars or pounds sterling.

The approved quote and Spruce

Because there is no native connection, nothing is written into Spruce. The approved lines come out as a CSV next to the PDF. Whether that CSV can be loaded into Spruce depends on whether your set-up has a CSV import for quotes or orders. That is checked for your system during the pilot. Where there is none, your colleague keys the approved lines in from the draft, with item numbers and prices already on it.

Pricing in pounds or dollars

Prices are published in pounds sterling and in US dollars for customers in the United States. Full rollout: £3,900 a month for up to 1,500 requests, or £1,290 a month for up to 500 requests, plus £5,950 onboarding, which starts with the £1,490 paid pilot. Team: £790 a month for 3 users. Starter: £390 a month for up to 20 requests. How the paid pilot works ↗

Frequently asked questions