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Sample Requests Pile Up. Quotes Take 3 Days. Your Reps Don’t Have Real-Time Product Data.

Orders arrive by email, fax, phone, and web — each one re-entered by hand. Quoting is a 3-day bottleneck between your prospect and a deal. DxLogic builds AI workflows that process the documents so your team processes the relationships.

Find Your Workflow →
3 days → 3 hrs
Quoting Turnaround
Zero
Missed Sample Requests
60 days
First Workflow Live

AI Workflows We Build for Product Companies

Purpose-built automation for B2B product companies, wholesale distributors, and design-driven manufacturers.

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Sample & Order Request Processor

AI reads sample requests and purchase orders from any format — email, fax, web form, phone transcript. Extracts product codes, quantities, ship-to addresses, special instructions. Routes to fulfillment automatically. Your team stops re-entering the same data 3 times.

80% less order entry time
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Product Spec Sheet Generator

AI generates and maintains spec sheets, safety data sheets, and product cards from your master product data. When materials, certifications, or test results change, specs update across all formats automatically. No more outdated versions circulating with customers.

10x faster spec updates
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Custom Quoting Automation

AI generates quotes from customer specifications, pricing rules, volume tiers, and custom configurations. Pulls real-time material costs and calculates margins. Your sales team sends quotes in hours instead of days. The bottleneck between a prospect and a deal disappears.

3 days → 3 hours per quote
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Sales Rep Territory Reporter

AI consolidates sales data by rep, territory, and account. Generates weekly performance reports, flags accounts trending down, and surfaces cross-sell opportunities from order history. Your VP stops spending weekends assembling data in Excel.

Real-time territory visibility
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Catalog Content Generator

AI writes product descriptions, organizes categories, and generates content for print catalogs, digital lookbooks, and e-commerce listings. Maintains consistency across all channels. The annual catalog update that consumed 3 months becomes a continuous process.

5x faster catalog production
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Vendor Invoice Processor

AI reads supplier invoices, matches against POs and receiving records, validates pricing against contracted rates, flags discrepancies. AP goes from manual matching to exception-only review. Your team catches pricing errors before they become write-offs.

70% less AP processing
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Results from Operations Like Yours

How a B2B product company eliminated manual order entry and cut sample fulfillment from 3 days to same-day.

Case Study

From 3-Day Sample Fulfillment to Same-Day — Without Adding Staff

A B2B product company distributing commercial wall coverings to 3,000+ accounts had sample requests arriving by email, fax, phone, and web — each entered manually into their order system. The order desk was the bottleneck. Requests sat in inboxes for hours. Product codes were misread. Ship-to addresses were wrong. Rush orders got buried in the queue.

DxLogic built an AI intake workflow that processes requests from any channel, extracting product codes, quantities, and ship-to data automatically. The system validates against the product catalog, flags exceptions for human review, and routes clean orders directly to fulfillment.

80%
Less Order Entry Time
3 days → Same Day
Sample Fulfillment
Zero
Missed Requests
Get Results Like These →

Want results like these for your product company?

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“We used to lose orders because someone misread a product code from a fax. Now the AI reads every request, and our team just confirms and ships. Same-day fulfillment went from impossible to standard.”
— VP Operations, B2B Product Company

The Day-to-Day Difference

What changes when your order desk, quoting, and product data workflows stop being manual.

Before (Manual) After (DxLogic AI Workflow)
Sample requests arrive by email, fax, and phone. Each one gets manually re-entered into the order system. A rush request from a key account sits in an inbox for 6 hours. AI processes requests from any channel, extracts product codes and ship-to data, validates against the catalog, and routes to fulfillment automatically. Rush orders get flagged and prioritized.
Custom quotes take 3 days of back-and-forth between sales, pricing, and production. The prospect calls your competitor on day 2. AI generates quotes in hours with real-time material costs, volume tiers, and margin calculations. Sales reviews and sends. The prospect gets a quote before they finish shopping.
Spec sheets updated manually when formulations change. Old versions still circulating with reps and customers. A project gets specified with discontinued materials. AI regenerates specs from master product data. All channels — website, rep portal, distributor feeds — update simultaneously. No outdated versions in circulation.
Monthly sales reports assembled in Excel by the VP over a weekend. Territory performance is a guess until the spreadsheet is done. AI generates weekly territory reports automatically from order data. Flags accounts trending down. Surfaces cross-sell opportunities. The VP reviews instead of assembles.
AP clerk manually matches 500+ supplier invoices per month against POs. Pricing errors caught quarterly — if at all. AI matches invoices against POs and contracted rates automatically. Clerk reviews exceptions only. Pricing discrepancies caught before payment.
Product catalog updated annually. Descriptions inconsistent across print, web, and distributor portals. Marketing team spends 3 months on the update. AI generates and maintains catalog content continuously from master data. Consistent descriptions across all channels. New products added in hours, not weeks.

Built for Teams Running These Operations

If any of these describe your day-to-day, we built this for you.

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B2B Product Companies ($5M–$100M Revenue)

You manufacture or source products and sell through reps, distributors, or direct. Your order desk manually processes sample requests and POs from 6 different formats. Your quoting team is the bottleneck between a prospect and a deal. You need AI that handles the document processing so your team handles relationships.

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Wholesale Distributors

You carry 5,000–50,000 SKUs from hundreds of suppliers. Product data is scattered across vendor spec sheets, your ERP, and your website. Catalog updates are a quarterly nightmare. You need AI that keeps your product data consistent everywhere — print, web, distributor portals — without a 3-month manual effort.

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Design-Driven Manufacturers

You sell to architects, designers, or specifiers. Your A&D team manages sample libraries, custom configurations, and project specifications. Every project is custom, every quote is manual. You need AI that handles the complexity so your team can handle the creativity.

Common Questions About AI Workflows for Product Companies

Our products are highly custom — can AI handle that?▾
Custom is where AI shines. The more variables in your quoting — materials, dimensions, finishes, lead times, volume tiers — the more time your sales team wastes on manual calculations. We encode your pricing rules, configuration logic, and exception handling into the workflow. The AI handles the complexity; your team handles the relationship. A custom quote that takes 3 days of back-and-forth between sales, pricing, and production gets generated in hours.
We sell through reps and distributors, not direct. Does this still work?▾
It works better. Your reps need real-time product data, accurate pricing, and fast sample fulfillment — and they’re not sitting in your office. AI workflows give your field reps the same information your inside team has, without the phone calls and email chains. Sample requests get processed the same day regardless of channel. Territory reports update automatically. Your reps spend time selling instead of chasing information from your office.
Does this replace our ERP?▾
No. We don’t replace your ERP, your WMS, or your e-commerce platform. We fill the gaps between them. Your ERP tracks inventory after someone enters the data. Your website shows product info that’s 3 months out of date. We automate the connections — orders flow from any channel into your ERP automatically, product data stays consistent across all systems, and the AI flags discrepancies your team would catch next quarter. Think of us as the wiring between your tools, not another tool.
Our catalog has 10,000+ SKUs. Can AI manage that volume?▾
That’s the point. Nobody has time to manually write descriptions, update specs, and maintain consistency across 10,000 SKUs in your print catalog, your website, and your distributor portals. AI generates and maintains product content from your master data. When a formulation changes or a new certification is added, every channel updates. The annual catalog update that consumed your marketing team for 3 months becomes a continuous process that runs in the background.
How long until we see results?▾
First workflow live in 60 days. Typical engagement: 2-week assessment where we map your workflows and identify the highest-ROI automations, then 4-12 week build in 2-week sprints. Most clients start with sample request processing or quoting automation because the ROI is immediate and measurable — fewer lost orders, faster turnaround, less data entry.
What about our data? We have proprietary pricing and product formulations.▾
We build within your infrastructure. Your data stays in your environment. We follow SOC 2 practices and design every workflow with audit trails and access controls. Your pricing rules, product formulations, and customer data never leave your systems. We’ve worked with HIPAA-regulated data in healthcare — proprietary product data is well within our security standards.
Our team isn’t technical. Will they actually use this?▾
Your team won’t learn new software. The AI works behind the scenes, connecting the systems they already use — email, your ERP, your order management system. A sample request that arrives by email still arrives by email. The difference is the AI reads it, extracts the product codes and shipping info, and routes it to fulfillment automatically instead of someone re-entering the data. Your team reviews and approves instead of typing and copying.
How much does this cost compared to hiring more staff?▾
An order entry clerk costs $40K-$50K per year. A catalog coordinator runs $50K-$65K. A pricing analyst is $60K-$75K. The audit costs $5K-$10K. A typical build runs $25K-$75K. The monthly retainer is $3K-$8K. Most product companies see ROI within 90 days from a single workflow. The company that automated sample request processing eliminated 80% of order entry time — that’s the equivalent of 2-3 full-time clerks.

Stop Losing Deals to Slow Quoting

Book a free 15-minute AI Assessment. We’ll map your order-to-fulfillment workflow, identify where manual handoffs are costing you deals and margin, and show you the 3 workflows with the highest ROI. No commitment. No generic pitch. Just a clear picture of where your product operation is losing money to manual processes.

Schedule Your AI Assessment →

First workflow live in 60 days. Cancel the retainer with 30 days notice. No lock-in.