Distributors
How do we answer a product list with price and stock the same day?
Eva asks what is missing, searches your catalog item by item, verifies each record before quoting and leaves the conversation in the CRM with follow-up scheduled.
A distributor does not get a question, it gets a list. «I need these fourteen items, what is your price and what do you have?». Answering it properly means checking pack size, stock on hand, volume, destination and terms, which is why the list has to reach whoever holds the price list. What should take five minutes ends up taking days.
Eva is an AI sales agent with a built-in CRM that takes that first stretch: it asks what is missing, searches your catalog item by item, verifies the record before quoting, and leaves the thread in the CRM with follow-up scheduled. This page describes that for a wholesale distributor.
Abarrotes El Puerto
online
Today
Good morning, quote me: 20 cases of 900 ml oil, 15 sacks of 25 kg sugar and 30 cases of toilet paper.
09:14
Gladly. Oil 900 ml: 685 pesos per case; sugar 25 kg: 612 pesos per sack; toilet paper: 498 pesos per case. Your quantities come to 37,820 pesos, invoice included. Shall I prepare the order?
09:15
Yes, send the full order with the invoice.
09:15
Here is your order and the bank-transfer payment link.
Order_8834.pdf
09:16
Payment confirmed · 37,820 pesos
Payment received. Your invoice is on its way and the order ships on tomorrow's route. I will send the tracking.
09:22
Good morning, quote me: 20 cases of 900 ml oil, 15 sacks of 25 kg sugar and 30 cases of toilet paper.
09:14
Gladly. Oil 900 ml: 685 pesos per case; sugar 25 kg: 612 pesos per sack; toilet paper: 498 pesos per case. Your quantities come to 37,820 pesos, invoice included. Shall I prepare the order?
09:15
Yes, send the full order with the invoice.
09:15
Here is your order and the bank-transfer payment link.
Order_8834.pdf
09:16
Payment confirmed · 37,820 pesos
Payment received. Your invoice is on its way and the order ships on tomorrow's route. I will send the tracking.
09:22
What Eva did meanwhile
Catalog
3 products verified
Price and stock per line
Looked up in your real catalog
Payment and invoice
Order_8834.pdf generated
Payment link · bank transfer
CRM
Abarrotes El Puerto · 37,820 pesos
A three-line list quoted, collected and invoiced in one thread, with the restock already scheduled.
- Quotes
- Charges
- Books
- Logs it in the CRM
- Follows up
From $229 USD a month · setup from $579 USD · live in 5 business days → See pricing
The problem
The daily problem
- One shift carries picking, routes, collections and invoicing at once, so answering a price request competes with everything else and depends on who is free.
- There is no single price. It moves with pack size, volume, customer and destination, so a bare number helps nobody and has to be corrected later.
- Quotation, sales order and purchase order are distinct states, and blurring them costs a mis-picked shipment or an invoice that does not match what was delivered.
A day with Eva
A day with Eva
A buyer sends a list of fourteen items at ten at night through the web form, by email or on the chat app they already use. Eva answers in seconds and asks exactly what is missing to quote: pack size, quantity per item and destination, in the vocabulary your team already uses. If the buyer sends a photo of a label or a carton, Eva matches that image against your catalog images and proposes candidates with a confidence level.
With the full list, Eva searches item by item, returns up to 25 candidates per search, pulls the verified product record and answers using only the fields you marked visible. What is not loaded does not get invented: when a value is missing, when verification is incomplete, or when price depends on the account and the volume, Eva says so, asks for a person on your team and hands the thread over with the context already assembled.
It also keeps the state of the deal honest. A quotation is not a confirmed order, and Eva says exactly that: the order is confirmed through your process — quotation acceptance, a purchase order or payment, depending on how you work — not because someone said yes in a thread. Meanwhile the contact and the opportunity sit in the CRM with the detail of what was quoted.
After that the thread does not go cold. Eva schedules follow-up and comes back on its own, with sequences of up to five steps and delays of up to 180 days, and each follow-up runs a full agent turn. When the customer says yes, Eva can create a SPEI bank-transfer payment link for Mexican operations and issue and store the CFDI tax invoice once the tax profile is complete. The moment a person on your team replies, Eva goes quiet.
Concrete workflows
Three concrete workflows
Quote a product list
Eva asks for pack size, quantity and destination, searches your catalog item by item, returns up to 25 candidates and answers from the verified record.
The list is quoted from your data
Catalog
3 line items verified
Stock
All 3 available
Prices
Your wholesale list
Oil 900 ml at 685 pesos per case, sugar 25 kg at 612 and paper at 498: 37,820 pesos for the full order, invoice included.
Leave the quotation with its state
Eva leaves the contact, the opportunity and the quoted detail in the CRM, and keeps a quotation clearly distinct from a confirmed order.
The list becomes an opportunity
Abarrotes El Puerto
Biweekly order
3 items · restock
37,820 pesos
Follow up, collect and invoice
Eva follows up for days or months without anyone remembering, creates the payment link and issues the tax invoice when the tax profile is complete.
Collects and invoices on its own
Payment link · transfer or card
Payment confirmed
Invoice_A241.pdf
CFDI 4.0 invoice issued and sent
Typical integration: The catalog arrives as a file or through an API, and API sources sync every 24 hours. The agent's tools can call HTTP endpoints in your ERP or back-office system to check stock by warehouse, customer-specific pricing or order status; what gets connected, and under which contract, is decided during implementation rather than promised beforehand.
We configure everything for you.
online sales in six months
Serviacero Comercial, a steel distributor, multiplied its online sales more than fourfold in six months with Eva answering and quoting immediately.
Read the full storyQuestions
FAQ
Can it quote a whole list, or just one item?
A list. Eva searches item by item in the catalog you loaded, returns up to 25 candidates per search and pulls the verified record before answering, using only the fields you marked visible. What it cannot find or verify, it says, instead of filling the gap.
Does it handle customer-specific or volume pricing?
It answers from what is loaded and marked visible. If your price depends on the account, the volume or the destination, the honest move is to expose that lookup from your system and connect it as a tool; until that exists, Eva does not invent a price break — it says so and escalates to a person on your team.
Does Eva confirm an order?
Not on its own. Eva leaves the opportunity and the quoted detail in the CRM, but confirmation follows your process: quotation acceptance, a purchase order or payment, depending on how you work with that customer. The agent's answer keeps those states apart rather than treating a «yes» in a thread as a firm order.
Does it reconcile my routes or my inventory?
No. Eva sits on the conversation side: the control of what a route loaded, sold, returned and closed with stays in your system. What it can do is check stock when that value is exposed through an API and connected as a tool, so it does not quote something you no longer have.
Does it collect payment and invoice?
It can. In Mexico, Eva creates SPEI bank-transfer payment links in pesos from a connected account, and issues and stores CFDI tax invoices through Facturapi for eligible charges, triggered by the confirmed payment and keeping the PDF and XML. It requires a complete tax profile; when the tax data is incomplete the invoice stays pending instead of going out wrong.
Put Eva to work.
Send us your price list and one of the real product lists you receive. We will show you how Eva would answer it, with your prices and your rules.
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