# 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

| Item                      | Qty | Unit | Margin | Amount   |
|---------------------------|-----|------|--------|----------|
| Walnut dining chair       | 200 | $285 | 38%    | $57,000  |
| Chair cushion set         | 200 | $244 | 4%     | $4,800   |
| White-glove delivery      | 1   | $1,200 | —      | $1,200   |

**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.