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Jane Xander
janexander@email.com
Aug 27, 2025, 02:53 PM
To me
and 5 more
Hi Conduit, looping in Alex, can you share the latest inventory and pricing for our dental products and Korean skincare lines? I only have the outdated version, Please apply Tier 2 pricing for Alex and send both of us the updated spreadsheets by end of day. Thanks!
– Marina
Dental_Products_Tier2_Inventory_080525.xlsx
.xlsx
Captures the Incoming Request
CoPilot reads quote requests and POs from emails, PDFs, and other formats — extracting SKUs, quantities, account details, and any special requirements automatically.
Step 1
Pulls Live Pricing and Inventory
For each line item, CoPilot checks live inventory availability, pulls the account's specific pricing tier, applies MOQs, freight rules, and any active promotions — no manual price book lookups.
Step 2
Name
Category
Channel
Price
Assigned?
Organic Cotton Sweater
Sweaters
Dropship + WS
$11.00
Yes
Organic Cotton Tee
T-Shirts
Wholesale
$11.00
No
Recycled Denim Jeans
Pants
Wholesale
$11.00
Yes
Eco-Friendly Chino Pants
Pants
Dropship
$11.00
Yes
Eco-Friendly Cotton Crew
Sweaters
Dropship
$11.00
Yes
Sustainable Cotton Classic
T-Shirts
Dropship
$11.00
Yes
Sustainable Denim Trousers
Pants
Dropship
$11.00
Yes
Quotation
Success
QuotationID: #5326124
From
Draco Rugs
222 Merchandise Mart Plaza
Suite 612, Chicago, IL 60654
Bill to
Richard Jackson
123 Customer St, Customer town, St 123843
Date
01/25/2025
Due
07/25/2025
Material List
Name
Qty
Dimension
Cost
Markup
Final Price
Organic Cotton Sweater
50
7.5” x 12”
$211.00
$111,92 (51%)
$311.00
Organic Cotton Tee
21
10” x 12”
$111.00
$51,92 (51%)
$151.00
Recycled Denim Jeans
543
6” x 6”
$2,380.21
$1121,92 (51%)
$3,211.00
Subtotal
$3,211.00
Total
$3,211.00
Terms and Conditions
Payment is due upon receipt
Quotation
Success
QuotationID: #5326124
From
Draco Rugs
222 Merchandise Mart Plaza
Suite 612, Chicago, IL 60654
Bill to
Richard Jackson
123 Customer St, Customer town, St 123843
Date
01/25/2025
Due
07/25/2025
Material List
Name
Qty
Dimension
Cost
Markup
Final Price
Organic Cotton Sweater
50
7.5” x 12”
$211.00
$111,92 (51%)
$311.00
Organic Cotton Tee
21
10” x 12”
$111.00
$51,92 (51%)
$151.00
Recycled Denim Jeans
543
6” x 6”
$2,380.21
$1121,92 (51%)
$3,211.00
Subtotal
$3,211.00
Total
$3,211.00
Terms and Conditions
Payment is due upon receipt
Richard Jackson
Quotation
Pending
QuotationID: #8927124
From
Draco Rugs
222 Merchandise Mart Plaza
Suite 612, Chicago, IL 60654
Bill to
Richard Jackson
123 Customer St, Customer town, St 123843
Date
01/25/2025
Due
07/25/2025
Material List
Name
Qty
Dimension
Cost
Markup
Final Price
Organic Cotton Sweater
50
7.5” x 12”
$211.00
$111,92 (51%)
$311.00
Organic Cotton Tee
21
10” x 12”
$111.00
$51,92 (51%)
$151.00
Recycled Denim Jeans
543
6” x 6”
$2,380.21
$1121,92 (51%)
$3,211.00
Subtotal
$3,211.00
Total
$3,211.00
Terms and Conditions
Payment is due upon receipt
Builds the Quote or Order
CoPilot assembles a complete, accurate quote or order — structured to your ERP's format, with all required fields populated and any inconsistencies flagged before submission.
Step 3
Sends and Confirms
Once approved, the quote goes to the buyer and the order flows into your ERP — no manual re-entry, no handoff errors, no lag between quote and system.
Step 4
Successful
John Stevenson
Q-WS-2025-00127
Created date
Mar 3, 2026
Last Updated
Mar 16 , 2026
Total
$5,258.95
View Quote
Download Quote
Successful
John Stevenson
Q-WS-2025-00127
Created date
Jan 21, 2026
Last Updated
Jan 22, 2026
Total
$3,980.21
View Quote
Download Quote
Successful
Jack Ricardo Grahambell
Q-WS-2025-00127
Created date
Jan 21, 2025
Last Updated
Jan 22, 2025
Total
$3,980.21
View Quote
Download Quote
Automatically generate fast, error-free quotes using live ERP data. Handle complex orders in minutes and scale your quote volume without scaling your team.
AI Agent delivered Tier 2 inventory and pricing sheets for dental and Korean skincare to Alex, confirmed MAP for the HydraGlow serum, and applied a 5% promotional allowance per request.
Frequently asked questions
Can it handle complex quotes with multiple line items and locations?
Yes. Copilot handles multi-line quotes, multi-warehouse inventory checks, split-ship logic, and location-based freight rules.
What happens when pricing exceptions are needed?
Does it integrate with our ERP?
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