The Procurement Agent is a chat helper on the Procurement pages — quotes, purchase orders, the procurement log, and the punch list. You tell it what you want in plain words, and it does the work. It always asks before it creates, changes, or sends anything.
Quotes
- Create a quote from a vendor quote file you attach, or from line items you give it.
- Mark up the price by a percent. Show a price per line, or one lump-sum lot price.
- Update, copy, or delete a quote. Change line quantities or costs.
Purchase orders
- Create a PO to a vendor — product lines, a lot total, and freight.
- Update a PO's status.
- Make one PO per manufacturer from a quote in one step.
- Email the PO PDF to a vendor.
Match quantities
Give it two lists — like your quote and a takeoff — and it shows what is missing or off. The match is exact, not a guess.
Procurement log and punch list
- View the procurement log and update item status in bulk (ordered, in production, shipped, delivered, and more).
- Create and update punch list items.
Invoices and sharing
- Create a sales invoice from a quote in your connected accounting app — Xero or QuickBooks.
- Make a login-free share link for a quote or for order tracking.
- Send a professional email — after you confirm it.
How to use it
- Open a Procurement page.
- Type what you want in the agent bar. For example:
- "Create a quote from this vendor PDF with 15% markup."
- "Make a PO per manufacturer from quote 1042."
- "Compare my quote to this takeoff and show what's missing."
- "Invoice quote 1042 in QuickBooks."
Want to build a submittal? The Procurement Agent does not build submittals — it points you to the Submittal Builder, which does that.