Puget Sound Pipe & Supply: quoting automation
90%as reported in the source
Inside sales uses an AI quoting tool that reads customer requests (Excel, photos, handwritten lists), matches items to the ERP catalog and learns each rep's quoting patterns, so 100+ line bids no longer take an hour+.
Industry: Industrial PVF distribution
Tools named: Canals (integrated with Epicor Eclipse)
Reported results (as quoted): "Up to 90% time savings"; inside sales manager: "with an advanced user, the time savings is probably three or four to one. And with a less advanced user, it's probably closer to eight or ten to one."
Source
Company: Puget Sound Pipe & Supply · Vendor case study · https://www.canals.ai/case-studies/puget-sound-pipe-and-supply-slashes-quote-times
Related use cases
- Salesforce Revenue Cloud (CPQ): Create and modify quotes with Agentforce · Salesforce Revenue Cloud (CPQ)
- Salesforce Revenue Cloud (CPQ): Route discounts through automatic approval chains · Salesforce Revenue Cloud (CPQ)
- Salesforce Revenue Cloud (CPQ): Configure complex product bundles correctly · Salesforce Revenue Cloud (CPQ)
- Conga CPQ: Configure complex products with rules · Conga CPQ
- Conga CPQ: Get configuration and pricing recommendations · Conga CPQ
- Conga CPQ: Validate quotes in real time · Conga CPQ
- Zilliant: Give reps real-time pricing guidance · Zilliant
- Vendavo: Show reps the target price range for each deal · Vendavo
Get The Sales Prompt Playbook free, plus The Next Best Action weekly email (optional; the hub stays open)