Every quote request, answered in minutes.

Morgan, your AI quotes agent, builds every quote from your live catalog and margin rules.

  • Accurate quotes in seconds, around the clock.
  • Live pricing, stock, and margin on every line.
  • Follow-up on every open quote, straight through to close.
QuoteHalstead SupplyQT-4042
Quote total$0Net 30 · valid 14 days
Blended margin0%
Walnut dining chair × 200
White-glove deliveryRecommended
Priced from your live catalog · sent
Live
Built for your systems

Runs on the core systems you already have.

Morgan sits on top of your existing stack, no rip-and-replace, reading and writing your live catalog, pricing, and margin rules.

SAPMicrosoft Dynamics 365NetSuiteEpicor
any system you already run
How Morgan works

Priced like your best rep would

Morgan selects the right items and prices every line against your live catalog.

  • Wins every deal that comes down to speed
  • Protects your margin on every quote it sends
  • Confirms what ships and the terms that apply
Request for quote
40 × impact driver
Morgan
Quotes
QUOTE
QT-4042
Impact Driver 18V40 units × $189
Terms · Net 30Ships · Fri Jun 27
Total$7,560
Synced to SAP · ready to send

Every quote and its status in one live view, synced to your core systems.

Northbeam/Quotes
Synced toSAP

Quotes

6
QuoteClientValueStatus
MorganHalstead SupplyWalnut chairs × 200 · 41% margin · Morgan · just now$63,000Sent
QT-4041Summit HardwareCircular saw × 25 · 2m ago$9,400Sent
QT-4039Vanguard TradeMixed · 6 SKUs · 18m ago$21,800Pricing
QT-4038Ironline BuildersAngle grinder × 30 · 1h ago$4,600Sent
QT-4037Crestview DepotFasteners · 14 SKUs · 3h ago$3,150Won
QT-4036Bayline ToolsWorkbench × 8 · Yesterday$5,900Sent
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Enterprise-grade protection is built into every layer, so your data stays where it belongs.

Role-based permissions & SSO

Enterprise SSO and 2FA with granular, role-based access control for every team member.

Per-agent guardrails

Set strict operational boundaries for every agent. Define exactly what data they can access and which actions require human approval.

Budget & Spend management

Maintain complete financial control with per-agent budget limits and real-time spend monitoring across your entire AI workforce.

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Complete version history on every agent and workflow. Track every change and roll back instantly if something behaves unexpectedly.

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Independently audited and certified compliant. Your data stays protected, meeting the highest regulatory standards.

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