Don't lose your customer to a slow quote.

Morgan, your AI quotes agent, answers every quote request in minutes with the right items and live pricing while the request is still warm.

• 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.

Request for quote

200 × walnut dining chair

Quotes

QUOTE
QT-4043
Walnut dining chair 200 units × $285
Terms · Net 30
Ships · Mon Jul 7
Total $57,000
Synced to SAP · ready to send

Enterprise-grade security & compliance

Runs on your core tools

Every line 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

Back office

Client quote
Northbeam/Quotes
Synced to

Quote requests

• Halstead Supply Walnut dining chair × 200
• Summit Hardware Circular saw × 25
• Vanguard Trade Mixed · 6 SKUs
• Ironline Builders Angle grinder × 30
• Halstead Supply

QT-4042 · Net 30
Prepared by Morgan

Send quote
Total
$63,000

Meet your AI Revenue & Operations workforce

We sit on top of your ERP and deploy AI agents that execute your daily operations end to end. Demand grows. Your team doesn't have to.

Nina

Order Intake

• Takes orders by phone, email, chat, and WhatsApp
• Captures every order in your ERP without a single keystroke
• Reads POs and attachments straight from the inbox

Morgan

Quotes

• Creates accurate, margin-aware quotes in seconds
• Prices every line from your live ERP data
• Follows up on every open quote until it closes

Mike

Lead Generation

• Finds new buyers that match your best customers
• Reaches out and turns interest into real conversations
• Fills your pipeline with sales-ready leads

Maya

Growth Opportunities

• Spots the big project behind a small order and flags it to your rep
• Reaches out first when customers are due to reorder or go quiet
• Preps your reps for every meeting and hands them new business ready to close

Ryan

Support

• Answers customer questions across email, chat, and phone
• Resolves disputes by pulling order, shipment, and invoice context
• Flags delays and keeps customers informed before they ask

Daniel

Collections

• Watches every invoice from issued to paid
• Sends relationship-aware reminders that match each customer's history
• Reconciles partial payments and short-pays automatically

Ron

Procurement

• Follows every purchase order from creation to delivery
• Tracks shipments and communicates with suppliers in their language and time zone
• Detects delays days before they hit production

Eva

Accounts Payable

• Performs three-way match across PO, receipt, and invoice automatically
• Flags discrepancies and routes them for resolution
• Handles supplier disputes end to end

Leo

Product Expert

• Answers specs, compatibility, and lead times in seconds, with the source attached
• Names a valid equivalent when the first choice isn't available
• Adds the parts the job needs before the order closes

Eryn

Analyst

• Answers from all of your data at once: ERP, email, CRM, spreadsheets, and Blocks apps
• Comes back with the number, the trend against your target, and what is driving it
• Runs analytics across every other agent and connects the dots, customer by customer

How we work

We map, build, and deploy. You stay in control.

From first call to live agent in under 30 days.

01 Discovery & Use Case Scoping

We map your catalog and pricing and identify the highest-value quote flows.

02 Guided implementation

A dedicated Solution Engineer connects Blocks, configures Morgan, and tests with your team.

03 Live Monitoring & Iteration

We track performance against agreed KPIs and iterate fast.

04 Expand Across the Back Office

Once one agent is proven, expanding to the next process takes days.

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.

Quote faster. Close more.