Quotes and orders, done before you hang up the phone.

Turn customer requests into ready-to-submit orders and quotes. 3x your match rate, no keying or copy-paste required.

Founder Memo

You're paying people to type.
Every day. On repeat.

Today a customer emails you: "We need 12 of the ½-inch brass fittings, 8 check valves, and a quote on 50 feet of ¾ copper."

To respond, someone has to open Outlook. Then the ERP. Next they have to look up the customer number, search for the first product, enter the quantity, search for the next, check inventory, check pricing, build the quote, submit, then flip back to Outlook to reply.

Fifteen minutes. For one email.

And if your team is handling fifty of those a day, that's hours of skilled labor spent on pure data entry, before you even factor in the mistakes that come with doing it manually at volume.

That's a significant slice of your headcount doing nothing but reading requests and typing them into a system. It's slow, it's expensive, and it's error-prone. But it's been the cost of doing business in distribution. Until now.

Proton reads incoming requests across any channel, matches the products to your catalog, and builds the quote or order automatically. Your team just has to review and approve, and then it's in the ERP.

The whole thing takes under a minute, with no manual entry required.

Margins in distribution are thin. Labor costs aren't. This is one of the fastest ways to close that gap.

Benj Cohen

Founder & CEO, Proton

4th generation distributor @ Benco Dental

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overview

Automate every quote and order,
start to finish

Quote in seconds, not minutes

Customers call with a part number, a vague description, or "the thing we ordered last March." Proton finds it instantly with pricing, availability, and alternatives ready to go.

Get it right the first time

Manual data entry across systems is where errors happen. Proton's automation generates quotes and orders from unified product, pricing, and inventory data. Reps just review and send.

New hire? Doesn’t matter

Real-time product recommendations, smart pricing, and instant alternatives mean even your newest hire supports customers with confidence. No tribal knowledge required.

Turn more quotes into orders

Most quotes die in follow-up limbo. Proton keeps every opportunity visible, reminds reps when to re-engage, and makes it simple to turn a "let me think about it" into a PO.

How it works

Customer request comes in. Quotes and orders go out.

step 1

Customer request comes in (email, call notes, handwritten list – any format)

step 2

Proton parses it, matches to your SKUs, then pulls pricing and inventory

step 3

Rep reviews the drafted quote or order

step 4

Edit if needed, approve, and send to the ERP

Get a quote or order ready in just 45 seconds.

Enterprise-grade security and privacy

Proton protects your data with the highest standards. We're one of the only distributor software platforms with SOC 2 Type II compliance. That's why we're trusted by IT teams and ready for even the most rigorous security reviews.

Proton CRM is SOC 2 Type 2 compliant
Proton CRM is GDPR compliant
Proton CRM is CCPA ready
faq

Questions?
We’ve answered these a lot

When will Proton Quote and Order Entry Automation be available?
Can order entry automation handle messy customer requests?
Do I need to be a Proton customer to use Quote & Order Entry Automation?
What if I already have an Order & Quote Entry Automation tool?
Does Proton Quote and Order Entry Automation work with my ERP?
What happens if the AI-generated order is wrong?
How much does Proton Quote and Order Entry Automation cost?
What happens if pricing updates after we send a quote?

Have more? Book a call.

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Get early access.

Join the waitlist for Order/Quote Entry Automation. You'll be first to try it when it's ready — and you'll help shape what we build.

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