Scenario
How promo distributors manage supplier catalogs in TaggIQ
This scenario shows supplier catalog data moving into quotes, purchase orders, and customer-facing workflows.
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An illustrative scenario, not a customer testimonial.
The situation
Where the job starts
A distributor needs to source branded merchandise quickly, compare products, send a quote, and keep the supplier handoff accurate.
Workflow
How the work moves
Search supplier catalogs
The sales team searches product options from inside the quote workflow.
Build the customer quote
Selected products, decoration notes, quantities, and pricing move into a branded customer quote.
Create supplier handoff
Approved work becomes an order and purchase order with supplier context intact.
Use webstores for repeat demand
Repeat customer programs can move to branded stores connected to the same workflow, and the Repeat Order Agent flags customers who are due to reorder.
Outcome
What improves
- Less supplier-site switching
- Cleaner quote-to-PO handoff
- Better repeat-order workflow for customers
AI agents
Agents in this scenario
- Repeat Order Agent Proposed build Gets in touch when a customer is due to reorder. See the Repeat Order Agent
- Quote Agent Proposed build Every quote followed up. Stops the moment they reply. See the Quote Agent
- Margin Agent Proposed build Flags thin margins before the quote goes out. See the Margin Agent
Keep reading
Related pages
- AI agents See all five AI agents Open
- Solution Promo distributor software Open
- Feature Supplier catalogs Open
- Glossary Supplier catalog Open
Try the workflow with your own jobs.
Book a free AI workflow assessment to find the first job an agent can take on, or start a 30-day trial and test quotes, proofs, orders and invoices before you migrate anything.
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