Use cases · Trading and distribution
Quote faster, follow up every time, never lose an order
For trading and distribution companies, Terabot digital workers turn enquiries into quotes, follow up every open quotation, enter sales orders and chase payments, so your sales team spends its time on customers instead of paperwork.
Sound familiar?
What can Terabot do in trading and distribution?
Enquiry to quotation
Reads the enquiry, checks stock and your price list, and prepares the quotation for you to send or approve.
Done by the sales worker →Follow up open quotes
Follows up every quotation on the schedule you set, and tells you which ones are warm.
Done by the sales worker →Sales orders and delivery
Enters confirmed orders, prepares delivery orders and updates the customer.
Done by the back office worker →Payment reminders
Sends polite reminders for overdue invoices and matches payments when they arrive.
Done by the back office worker →Other industries: Manufacturing · Retail and e-commerce · Multinationals (MNC) · IT and technology · Customer service
FAQ
Questions people ask
Can it check stock before quoting?
Yes, if your stock is in a system your team can open on a computer. The worker checks it before preparing the quote.
Does it work with my accounting software?
It works through the same screens your team uses, so it can enter orders and invoices in most accounting software.
Put a digital worker on your trading and distribution team
Terabot is in private preview. Request an invitation and we'll let you know when your spot is ready.