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.
- Add a saved product from your company library — just ask for it by name. Its cutsheet, part numbers, and price come with 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.
- Set the quantity on many quote lines in one step, matched by fixture code — like from a takeoff.
Purchase orders
- Create a PO to a vendor — product lines, a lot total, and freight.
- Add a saved product from your company library by name, the same way you do on a quote.
- Update a PO's status.
- Make one PO per manufacturer from a quote in one step.
- Email the PO PDF to a vendor. The vendor or rep must have a good email address on file, or the PO will not send.
Your company library
Your library holds products you saved once and can use on any project.
- Ask the agent to find a product in your library, and it lists what it has — with price and cutsheet.
- When it puts that product on a quote or PO, it adds the real one to your project — cutsheet, part numbers, maker, and cost all come along.
- If you leave the cost off, it uses the price from your library.
No duplicate products
If a product is already on the project, the agent uses the one that is there. It does not make a second copy. It only adds a new product when the project does not have it yet.
New quotes also fill in the client for you from the project.
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, in transit, delivered, and more).
- Create and update punch list items.
Shipments
- Log a new shipment with the carrier and tracking number.
- Change a shipment's status, tracking number, carrier, or date.
- Check the live carrier status of a shipment and get a link to the carrier's tracking page.
Change many lines at once
You can also ask the Submittal Builder to change many quote or PO lines in one step — like new quantities, costs, or sales prices for a whole list.
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."
- "Find the 2x4 LED troffer in our library and quote 20 of them at 25% markup."
- "Make a PO to Graybar for 20 of that library troffer."
- "Make a PO per manufacturer from quote 1042."
- "Compare my quote to this takeoff and show what's missing."
- "Where is the UPS shipment for the troffers?"
- "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.