Every quote request, answered in minutes.

Morgan, your AI quotes agent, builds every quote from your live catalog and margin rules.

• Accurate quotes in seconds, around the clock.
• Live pricing, stock, and margin on every line.
• Follow-up on every open quote, straight through to close.

QuoteHalstead SupplyQT-4042

Quote total$63,000Net 30 · valid 14 days

Blended margin41%

Walnut dining chair × 200$57,000

White-glove deliveryRecommended$6,000

Priced from your live catalog · sent

Live

Built for your systems

Runs on the core systems you already have.

Morgan sits on top of your existing stack, no rip-and-replace, reading and writing your live catalog, pricing, and margin rules.

any system you already run

How Morgan works

Priced like your best rep would

Morgan selects the right items and prices every line against your live catalog.

• Wins every deal that comes down to speed
• Protects your margin on every quote it sends
• Confirms what ships and the terms that apply

Request for quote

40 × impact driver

Morgan

Quotes

QUOTE

QT-4042

Impact Driver 18V40 units × $189

Terms · Net 30Ships · Fri Jun 27

Total$7,560

Synced to SAP · ready to send

Every quote and its status in one live view, synced to your core systems.

Northbeam/Quotes

Synced to

Quotes

6

QuoteClientValueStatus

Halstead SupplyWalnut chairs × 200 · 41% margin · Morgan · just now$63,000Sent

QT-4041Summit HardwareCircular saw × 25 · 2m ago$9,400Sent

QT-4039Vanguard TradeMixed · 6 SKUs · 18m ago$21,800Pricing

QT-4038Ironline BuildersAngle grinder × 30 · 1h ago$4,600Sent

QT-4037Crestview DepotFasteners · 14 SKUs · 3h ago$3,150Won

QT-4036Bayline ToolsWorkbench × 8 · Yesterday$5,900Sent

Advanced security, built in

Enterprise-grade protection is built into every layer, so your data stays where it belongs.

Role-based permissions & SSO

Enterprise SSO and 2FA with granular, role-based access control for every team member.

Per-agent guardrails

Set strict operational boundaries for every agent. Define exactly what data they can access and which actions require human approval.

Budget & Spend management

Maintain complete financial control with per-agent budget limits and real-time spend monitoring across your entire AI workforce.

Full version control

Complete version history on every agent and workflow. Track every change and roll back instantly if something behaves unexpectedly.

SOC 2 Type II

Independently audited and certified compliant. Your data stays protected, meeting the highest regulatory standards.

API access & Multi-tenancy

Secure, isolated environments with full API access, ensuring your data never crosses boundaries and integrates safely with your stack.