Electrical wholesaler quoting software that starts from the material list

The workflow: list in, draft out, a person approves

An electrical contractor rarely sends a clean order. A typical request mixes product codes, trade names and loose descriptions: 12 B16 single pole MCBs, 100 m of 6242Y 2.5 mm² twin and earth, 20 m of white trunking with no size, a few junction boxes. Someone at the wholesaler then searches the catalogue line by line, checks the customer's price, copies everything into the quote and chases the missing details. On a long list this takes a large part of the working day.

QuoteClerk AI does that preparation work in 3 steps:

1. Read. The incoming list is split into line items with the original description, the quantity and the unit. The source line stays traceable, so nothing silently disappears or merges.
2. Match and price. Each line is matched to a product in your own catalogue and priced from your own price list. Clear matches proceed. A missing size, an unclear unit or a product with more than one possible match is flagged with the question that needs answering.
3. Approve. Your colleague checks the flagged lines, makes the decisions only a person should make, and approves the draft. Only then does the quote go to the customer, from your own system or email.

The point is not to remove your staff from quoting. It is to remove the searching and copying, so the people who know your products spend their time on the decisions that need them.

Handwritten and photographed lists

Many trade counter orders still arrive on paper: a list written on site, photographed on a phone and sent by email or message. These are the hardest requests to quote quickly, and the ones most often left until later. QuoteClerk AI reads photographed and scanned handwritten lists line by line. Uncertain lines are flagged for a person to check.

Handwriting is not always clear, so the rule is simple: when a word, a size or a quantity cannot be read with confidence, the line is flagged instead of guessed. Your colleague sees the original line next to the suggested match and decides. A wrong guess on a cable size or a breaker rating costs more than a question, so QuoteClerk AI asks the question.

Matching to your own catalogue and prices

Generic AI tools can describe a product. A wholesaler needs the right code from its own range at the right price for that customer. QuoteClerk AI works from the catalogue export and price list you supply, so every priced line on the draft carries your product code and your price, not a price found somewhere online.

• Technical attributes such as poles, rated current, trip curve, conductor size and length are compared, not only the product name.
• Units are kept apart: a 100 m drum, metres off a drum and single pieces are different quantities.
• When two products fit the description, for example 2 trunking sizes, both are shown and the line waits for a decision.
• It never invents a product, a size or a price. A line without a valid price stays visibly unpriced.

Product data can be loaded from BMEcat XML, the format EDATA exports, or from Excel or CSV. Prices still come from your own price list, so every priced line carries your price for that customer.

How this fits with the system you already run is covered in the next section.

Works alongside your merchant system

QuoteClerk AI works alongside the systems UK electrical wholesalers and merchants already run, such as Kerridge K8 (Klipboard), Intact iQ, Merlin, Merchanter, OGL, ECI Spruce and Epicor BisTrack. It does not replace your system and it does not need to be installed in it.

There is no native connection to any of these systems. To start, a CSV or Excel export of your catalogue and price list is enough. The approved quote comes back as a PDF for your customer plus a CSV file. Where your system has a CSV import for quotes or orders, that import is checked for your system during the pilot; otherwise your colleague keys the approved lines in from the draft.

Lists can arrive as XLSX, CSV or TSV files, PDFs up to 10 pages, email text, or PNG and JPG photos. On Starter and Team you simply email them in or use your own online workspace.

Pricing

Prices are published, in pounds sterling by default and in US dollars for customers in the United States.

• Full rollout, 1,500 requests: £3,900 a month for up to 1,500 requests and 30,000 line items.
• Full rollout, 500 requests: £1,290 a month for up to 500 requests and 10,000 line items.
• Team: £790 a month for 3 users, up to 200 requests and 6,000 line items, no setup fee.
• Starter: £390 a month for up to 20 requests and 2,000 line items, no setup fee.

The full rollout has a one-off onboarding fee of £5,950 and starts with the paid pilot. The paid pilot costs £1,490 and is credited in full against the £5,950 onboarding, so £4,460 remains if you continue. A person on your team approves every draft before anything reaches a customer. Annual billing for Starter and Team is 10 monthly fees.

Frequently asked questions