Bid desk agent
Super Agent · YP
Matches every bid line to your catalog and suppliers and drafts the quote in NetSuite.
On every bid list · ran 17m ago
Run nowWholesale & distribution
Turn bid lists into draft quotes
Reads each bid list, matches every line to your catalog and suppliers and drafts the quote in NetSuite. Your bid manager sets the price and submits it.
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When
When a bid list arrives
Systems
OutlookExcelNetSuiteMode
Drafts only. Your bid manager sets the price and approves
Problem
A bid arrives as a long list in the customer’s own format. Each line is matched to an item in the catalog, checked against suppliers for cost, stock and lead time, and typed into the quote before the deadline.
What it does
YP reads the bid list, matches each line to your item master and pulls cost, stock and lead time from NetSuite and your supplier price lists. It drafts the quote in NetSuite, with each line linked to the bid line and the record it came from.
How it works
See exactly how the work gets done.
The work starts the moment a bid list arrives. A new bid list in the bid inbox starts the run, whether it is in Excel, PDF or the customer’s own template.
Every line of the bid is matched to your catalog. YP matches on descriptions and part numbers and uses your own cross-reference list.
Cost, stock and lead time come from NetSuite and your supplier price lists. They do not come from the model. Lines needing a better buy price get a draft special pricing request, which your bid manager approves before it goes to the manufacturer.
YP asks when a line is unclear and does not guess. A line with no clear match or an unclear spec goes to the bid manager as a question.
Your bid manager sets the price and decides what is submitted. The bid manager reviews the lines and submits the bid, and no bid goes out without their approval.
The outcome
Your bid desk spends its time on pricing, not retyping. Every line can be traced back to its source.
01
Whole bid list read
Each line matched to your catalog, or flagged
02
3 values per line
Cost, stock and lead time from NetSuite
03
Bid manager sets price
And approves every bid before it goes out
For your numbers
YP matches every bid line and drafts the quote, so your bid desk submits more bids before the deadline and wins more work.
How it runs
Designed for enterprise.
Private
Runs on your infrastructure. Drawings, prices, client and claims data never train a model.
Explainable
Not a black box. An AI auditor checks that every task was done as intended and proposes improvements.
Traceable
Every value links to the document, rule or record it came from. Every step is logged. A named person approves anything that leaves the building.
Your systems
Works in your ERP, CargoWise, policy system, GIS and file shares. Nothing is replaced.
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