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QUOTECLERK AI / GUIDES

Quotation guides for electrical wholesalers

Quotation preparation helps when the team receives a draft it can verify. These guides explain the data you need, where the workflow should stop and how to measure the result.

01

Material list to quotation: a practical PDF and Excel workflow

Prepare electrical wholesale quote drafts from material lists: required fields, catalogue matching, review stops and a worked example.

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Product catalogue matching for electrical wholesale quotations

Go beyond similar product names: match SKUs, technical attributes and units, while keeping ambiguous lines visible for review.

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ERP integration or spreadsheet export: planning a quotation pilot

Plan a QuoteClerk AI pilot with controlled exports or APIs, clear field mapping, human approval and measurable handover criteria.

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When does quotation automation pay for itself?

Measure quotation automation ROI using review time, monthly fees and onboarding cost. A transparent example and pilot scorecard.

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Plans, pilot and scope

Starter, Team and the full rollout, and where the paid pilot fits in.

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Excel, ERP or AI: choosing a quotation-preparation workflow

A practical decision guide for wholesalers: when spreadsheets are enough, what the ERP should own, and where AI-assisted material-list preparation may help.

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Electrical wholesaler quoting software

What QuoteClerk AI does for an electrical wholesaler or distributor: list in, draft out, a person approves.

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Plumbing and heating merchant quoting software

What QuoteClerk AI does for a plumbing and heating merchant: tube, fittings and boiler lists in, priced draft out, a person approves.

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Parspec alternative for merchants and wholesalers

A respectful comparison: when Parspec fits, and when QuoteClerk AI is the better fit for everyday material lists.

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Compiled by Adam Tokar, founder of QuoteClerk AI, based on the service’s approach to quotation preparation. Examples are illustrative, not customer results.

Merchant systems

01

QuoteClerk AI for Kerridge K8 users

Exports from Kerridge K8 (Klipboard) in, priced draft out, account prices in a fixed order.

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QuoteClerk AI for Intact iQ users

Plumbing and heating lists priced from Intact iQ exports, with group prices and price dates.

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QuoteClerk AI for Merlin users

For independent merchants on Merlin: start on Starter or Team, nothing to set up in Merlin.

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QuoteClerk AI for OGL users

Electrical and trade lists priced from OGL exports, with stock time stamps.

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QuoteClerk AI for Merchanter users

Timber and roofing lists priced from Merchanter exports, with units kept apart.

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QuoteClerk AI for ECI Spruce users

Contractor lists and PDF takeoffs priced from ECI Spruce exports, in pounds or dollars.

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UK merchants

01

Builders merchant quoting software

Mixed heavyside and lightside lists priced by the pallet, the bag or the length, from your own price file.

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Timber merchant quoting software

Cutting lists and sheet material priced per length, per metre or per sheet, with the units kept apart.

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Roofing supplies quoting software

Roofer lists for tiles, battens, membrane and leadwork priced from your own catalogue.

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HVAC and refrigeration wholesaler quoting software

Engineer lists for copper, fittings, controls and refrigerant priced at the account price.

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US distributors

01

Electrical distributor quoting software (US)

Contractor RFQs and bid lists priced from your own catalog, in US dollars.

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Plumbing supply house quoting software (US)

Rough-in and trim lists from plumbing contractors priced at the account price, in US dollars.

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HVAC distributor quoting software (US)

Install and changeout lists from HVAC contractors priced from your own catalog, in US dollars.

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Use cases

01

Photo of a material list to a draft quote

PNG and JPG photos read by text recognition, with uncertain lines flagged for a person.

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Excel takeoff to a draft quote

XLSX, CSV and TSV takeoffs read column by column and priced from your own price file.

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PDF material list to a draft quote

PDF lists of up to 10 pages, including scanned pages, turned into a priced draft.

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Email quote request to a draft quote

The list typed into the body of an email, turned into priced lines for approval.

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Customer price levels in quotes

Customer price, then group price, then list price, in a fixed order, and a tie never guessed.

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Quantity break pricing in quotes

Breaks and price dates read from your price file and applied line by line.

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Trade names, column names and catalogue matching

How column names are recognised and how a trade description is matched to your catalogue.

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Comparisons

01

AI quoting vs a spreadsheet

When a spreadsheet is enough and when a draft from your own catalogue saves the typing.

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QuoteClerk AI vs manual quoting

The same list quoted by hand and with a draft: what changes and what stays with your team.

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Mercura alternative for merchants

A respectful comparison with Mercura, from public facts on mercura.ai.

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Distro alternative for merchants

A respectful comparison with Distro, from public facts on distro.app.

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What would it cost for my branch?Can it read a photo of a handwritten list?How does the paid pilot work?