This is the version you send to your operations team before the call. It explains exactly what happens between the PO landing in your inbox and the sales order landing in your ERP.
Upload.
Your POs arrive however they already arrive.
QuoteMaxing plugs into your shared inbox via IMAP or Microsoft 365 forwarding. Every attachment is ingested automatically. Nothing changes on the distributor's side. For manual workflows, there's a drag-and-drop portal — drop a batch of PDFs in the morning and process them together.
- Inbox
- IMAP, Microsoft 365, Gmail
- Formats
- PDF, XLSX, EML, MSG
- Languages
- English, French, Spanish
Extract.
AI reads the document the way a trained CSR would.
Purchase orders are not structured documents. They're scanned PDFs, Excel templates with merged cells, faxes photocopied three times. QuoteMaxing doesn't use templates — it uses a large language model with a purpose-built extraction schema. For every document: customer, PO number, line items, quantities, UOM, pricing, addresses, delivery dates, freight terms, and free-text notes.
- Fields
- 40+ standard · unlimited custom
- Accuracy
- 99.2% text · 97.8% scans
- Speed
- ~8 seconds per PO
Match.
Every line resolves to a part in your catalog.
Distributors use their own SKU conventions. Graybar calls your part 'GRA-12485-B' while your ERP has '12485-B-RED.' QuoteMaxing builds a living cross-reference. On day one, we load your inventory and historical POs. The match rate climbs — typically 90% auto-pilot within thirty days. Every human decision trains the matcher.
- Day one
- ~70% match rate
- After 30 days
- ~90%
- After 90 days
- ~95%
Export.
Clean, ERP-ready data — in the exact shape your system wants.
For Infor Visual, the exact CSV structure Visual expects. For SAP, IDocs. For NetSuite, a JSON payload. If your ERP isn't on the list, we build the adapter during onboarding. Before any order lands, it passes a final confidence gate. Low-confidence lines are held. Missing fields are held. Nothing enters the ERP unchecked.
- ERPs
- Infor Visual, SAP, NetSuite, Epicor
- Formats
- CSV, JSON, IDoc, REST
- Go-live
- 3 — 5 business days
See it read one of your own POs.
Bring a real purchase order to the demo. We'll extract it live and show you the output your ERP would receive. Thirty minutes.