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Frank Anderson

7:14 AM

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Hey! Big job coming up at the Harbor apartments. For each unit I need 40 of the 3/4" copper elbows and 10 ball valves to start, plus the usual fittings. Please put project number HB-4821 on every order. It is 8 buildings with 6 units each, so we will probably split it into one order per unit and another for the building mains. The GC wants everything on site by Friday so we can start rough-in Monday. Can you check stock and send me a price? I will send the full takeoff doc later today.

Summary

Summarizing conversation

Frank needs project number HB-4821 on every Harbor apartments order. Wants a price on 40 copper elbows and 10 ball valves per unit, on site by Friday.

Frank Anderson

7:14 AM

For each unit I need 40 of the [3/4" copper elbows] and 10 [1" ball valves] to start. Can you check stock and send me a price?

Quote #4821

Items matched to live inventory

3/4" Copper Elbow×40$114.00

1" Ball Valve×10$182.50

Total$296.50

Scanning for products

Frank Anderson

7:14 AM

Can you check stock and send me a price? Need it on site by Friday.

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Quote #4821$296.50

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RESPOND

Anne Clark · Vincent's Plumbing

Need to order 6 sinks, 1 water heater, 25 ft copper pipe.

Write for meI'm working on itYour order is ready

MATCH

Tyson Muller · Deluxe Heating

Scanning for products

Items matched to live inventoryView Quote

SUMMARY

Long thread · 24 messages

Summary: Customer needs 3 items reordered, ETA confirmed for Friday.

Luke Humphries

Your best rep.

✓Reply drafted✓Items matched✓Summary ready

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Have Every Detail on Hand: No more scattered customer history across systems and reps' memory. Order Pro connects every agent to full customer context, so the right details show up automatically- no digging and no more generic responses.

Sell the Way You Always Sell: No more one-size-fits-all software. Order Pro is built specifically for distributors, so every agent understands your products, pricing, and customers from day one.

Respond Agent

Respond Agent powers faster replies by drafting context-aware responses from every conversation, so quotes go out before the competition even finishes reading the thread.

Reps spend their day writing the same replies from scratch and rekeying details that already exist in the conversation, when we know the fastest quote wins the order. Respond Agent pulls scattered conversation history into context and drafts the reply for the rep to review and send. The agent suggests; the rep decides. Less time crafting responses, more time selling.

Match Agent

Match Agent powers accurate quotes by matching products to the full order context, not just line items, to get fewer errors and more selling opportunities on every quote.

Getting the right products on a quote means manually cross-referencing conversations against the ERP. It's slow, and when it's rushed, quotes go out with too much, too little, or the wrong context. Match Agent reads the entire order, not just isolated line items, and surfaces the right products so reps answer quickly and accurately and give relevant suggestions. The agent suggests; the rep confirms. Fewer manual corrections, more tailored offers.

Summary Agent

Summary Agent powers faster follow-up by turning long customer threads into a concise summary, so reps get full context in seconds instead of losing it in the scroll.

Every handoff and every follow-up starts with reading a long thread to rebuild context. Reps either spend the time or guess, which costs them orders. Summary Agent scans the conversation and customer history and generates a quick-to-scan summary the rep reviews before acting. The agent suggests; the rep decides what happens next. Faster catch-up, sharper follow-up.