Case Study · Distributor
Quotes in 20 minutes. Down from 3 days.
Northwell Supply runs a 12,000 SKU catalog with account-specific pricing for over 400 customers. They were quoting from spreadsheets and email threads.
What was slowing them down
Quotes lived in email
Reps copied SKUs, prices, and terms by hand for every quote.
Account pricing in spreadsheets
Tier changes meant updating 14 files. Errors were inevitable.
Repeat orders typed weekly
Same accounts, same SKUs, every week, retyped.
What we built
Quote workflow
Build, revise, approve, convert to order.
Customer accounts
Tiered pricing, terms, addresses, contacts, history.
Reorder cycles
Recurring orders that the customer can edit and approve.
Sales dashboard
Pipeline, conversion, top accounts, dropping accounts.
B2B portal
Customers log in, see their pricing, place orders themselves.
NetSuite sync
Orders flow into accounting on their own.
“The reps come in Monday morning and quotes are already approved by Tuesday lunch. We are running on a different speed.”