Quoting & Estimation

AI‑assisted quoting built for distributors.

Generate quotes in minutes, not hours. Connected to your ERP and suppliers, grounded by the Matterhaul Intelligent Data Layer.

Real‑time Pricing & InventoryCompatibility & SubstitutionsBlueprints/Lists → QuoteApprovals & AuditSupplier Outreach
Import
Normalize
Price
Approve & Send

From Emailed BoMs to Intelligent Quotes

See how Matterhaul transforms unstructured, emails, texts, or handwritten material lists into structured, ERP-ready quotes, powered by AI, OCR, and our Intelligent Data Layer.

Quote #MH‑Q‑10482

Customer: Bay Build Co. • Requested: Fri 9:00 AM

Draft
SKUDescriptionQtyUOMPriceExt
DF-2410-S4S2×4×10 Douglas Fir S4S100EA$4.65$465.00
DF-21016-#22×10×16 Douglas Fir #212EA$19.80$237.60
PLY-CDX-12Plywood 4×8 1/2" CDX25EA$18.20$455.00
SIM-H2.5ASimpson H2.5A Hanger6EA$1.85$11.10
NAIL-8D-RSNail 8d Ring Shank (Alt: confirms spec)1BX$34.00$34.00

Detected from scan: handwriting → OCR → product match; price & stock synced from ERP.

Subtotal: $1,073.00
AI‑assistedERP‑synced

Email: 2025‑09‑14

• 100 × 2×4×10 DF S4S

• 12 × 2×10×16 DF #2

• 25 × 4×8 1/2" CDX

• 6 × Simpson H2.5A

• nails? (ask) — 8d ring shank

• deliver Friday AM

Emailed BoM
Matterhaul Quote

Why It Matters

Minutes to quote, not hours

Remove copy‑paste, portal hopping, and manual lookups. Your team focuses on the customer, not the paperwork.

Faster turnaround

Generate quotes in minutes instead of hours. Win more deals by responding first.

Fewer errors

Automated compatibility checks and real‑time pricing reduce manual mistakes and costly rework.

Better margins

Dynamic margin guardrails and supplier comparison help protect profit while moving faster.

−40%

Time to quote

−50%

Manual errors

Capabilities

Everything you need to quote faster and smarter

Purpose‑built for building materials distribution across Windows & Doors, Lumber, and Plumbing.

ERP & supplier connected

Pull pricing and inventory in real‑time. Keep quotes in sync with your source of truth.

Compatibility & substitutions

Validate components and auto‑suggest alternates to avoid delays and stockouts.

Margin guardrails

Dynamic margin targets and alerts. Protect profit while moving faster.

Estimators & calculators

Trim calculator, insulation estimator, cut lists, add outputs straight to the quote.

Blueprints & lists → quote

Convert plans, takeoffs, or handwritten lists into structured line items.

Approvals & audit trail

Human‑in‑the‑loop workflows with role‑based rules and complete history.

Multi-manufacturer quoting

Multi‑manufacturer estimates in seconds

Compare options across brands and product lines. Toggle budgets, lead times, and performance specs to find the best fit.

Cross‑line alternatives

Quickly see compatible frames, trims, and hardware across manufacturers.

Project templates

Room/zone templates for repeatable scopes. Standardize while staying flexible.

Smart recommendations

Suggest value‑engineered options when budgets or timelines change.

Supplier Outreach

Automate vendor RFQs and follow‑ups

Email, phone, or portal workflows, unified in one screen. Keep every exchange linked to the quote.

RFQ: Lumber Materials - Project #10482

Sent

Pacific Lumber Supply

Sent 2 hours ago • Quote #Q-2024-0456

Cascade Timber Co.

Sent 2 hours ago • Quote #Q-2024-0456

Mountain Forest Products

Draft • Not sent

RFQ includes:
5 SKUsQty: 143Due: Fri

How It Works

Built on the Matterhaul Intelligent Data Layer

Quoting runs on a unified foundation that connects ERP, supplier portals, PIM, email, and product docs, so every price and part is grounded in real data.

Connect & normalize

Harmonize product, pricing, and availability data into a common language for the built world.

AI retrieval & reasoning

Domain‑tuned retrieval with compatibility rules; reasoning that respects margin and availability.

Governance & guardrails

Role‑based controls, approval thresholds, and a full audit log.

Ready to quote in minutes?

See how AI‑assisted quoting cuts time, improves accuracy, and protects margin. Powered by the Matterhaul Intelligent Data Layer.