Quoting software for plumbing distributors

The fixture schedule has forty tags.
Quote every one of them.

Plumbing quoting software reads a contractor's request and matches each line to the distributor's catalog. ChannelFlex reads the fixture schedule off the plans, the photo of the counter list, and the email with half a part number. It matches every tag to your catalog, flags what is not in it, and hands your rep a quote to check and send.

Your reps approve every quote before it goes out.
Row of copper plumbing fittings lined up on a counter
38 lines matched, high confidence
4 lines flagged for your rep
Representative example

Quoting today

Spec books, counter lists, and a tee with four names.

A commercial plumbing quote starts with a spec book, not a part number. Someone on your desk reads every tag, translates the trade names, and chases the items you have never stocked. That someone is your most experienced person, and the counter line is still six deep.

Spec books, not part numbers

The job arrives as a fixture schedule: WC-1, L-2, HB-1, each tag with a note and a manufacturer number. The contractor wants it priced by fixture group. Your quoting desk reads the whole spec book before it can price a single line.

The same tee has four names

TY, tap tee, Boston, sanitary tee. One fitting, four names, and which one a plumber uses depends on where they learned the trade. Today that translation lives in the heads of your longest-tenured people.

Non-stock is a big share of the business

Spec items you have never carried show up on most schedules. The rep sets a placeholder, emails a vendor, and the quote waits on the reply. Multiply that by forty tags and the afternoon is gone.

How ChannelFlex handles it

How ChannelFlex handles a fixture schedule

From the plans to a tagged, priced quote your rep can trust. A person approves every line before anything goes out.

01

Capture the request

Forward the email, the counter list photo, or the fixture schedule off the plans. ChannelFlex reads every tag, quantity, and note.

Inbound · Lakeside Plumbing & Heating7:52 AM
PDF · fixture_sched_r2.pdf

“WC-1 wall hung w/ carrier x14, L-2 lav w/ faucet x18, HB-1 x6, plus the 3 in Boston tees from the counter list”

02

Triage stock vs non-stock

Each tag is matched to your catalog with a confidence score. Catalog items price out. Non-stock and ambiguous lines are flagged for the rep.

Structured · 42 linesReady to review
WC-1 bowl, wall hung, 1.28 gpfWC-EL-128-WH
3 in no-hub Boston teeNH-SAN-TEE-3
rep changed from TEE-3-SAN-PVC
L-2 lav faucet, spec'd modelreview
03

Source the non-stock

Non-stock lines are routed to vendor options and grouped per supplier. Your rep sends one request, not a dozen, and decides what to quote.

Non-stock · 2 itemsSourcing
L-2 lav faucet, spec item2 vendor options
HB-1 wall hydrant, no numberFlagged for rep
04

Rep checkpoint

Your rep reviews the draft, picks the right tee, settles spec items, and applies the contractor pricing they know. A person approves every quote.

RL
Rosa L. · Quotations
Reviewing 42 lines
38 approved · 4 flaggedReview 4 flagged
05

Quote goes out

A clean, priced quote in your format, every line tied to a confirmed part number. How it is grouped is your rep's call.

Quote #Q-2041Ready
42 linesSent 11:05 AM
Total$28,960.00
06

Hand off to the ERP

When the contractor says yes, the quote becomes a sales order in your ERP without retyping a single tag.

Sales order SO-4471
42 lines · no rekeyingPushed to ERP

Representative example. Companies, people, part numbers, and prices shown are fictional.

Works alongside the ERP you already run

EpicorEclipseEpicorProphet 21InforCloudSuite DistributionMicrosoft Dynamics 365Business CentralNetSuite

Running DDI Inform or another plumbing system? Mention it on the demo call.

Results

What Plumbing Supply distributors see once ChannelFlex is on the desk.

15 sec
To turn an RFQ into quote-ready line items, down from 60 minutes
3+ hrs
Manual entry saved per rep, every day
90%+
Line-item match accuracy, with review on the rest
$150K
Recovered per year from quotes that used to slip away

References available on the demo call.

What it takes to start

Live in weeks, not months

Real requests flowing within two to four weeks of starting. Reps forward requests the way they do today and approve the draft in ChannelFlex; the one new screen is the review checkpoint.

A pilot first, with fair and transparent pricing

Start with a pilot on your own requests and prove it on your desk before you commit. Straightforward terms, explained before you start.

Questions

What Plumbing teams ask before they book.

Yes. Forward the schedule as a PDF or a photo. ChannelFlex reads each tag, the quantity, and the note next to it, then matches every line to your catalog. Tags it cannot match with confidence are flagged for your rep instead of guessed. Counter lists work the same way: photograph the list and forward it.

Nick TomassettiFrom our founderThe AI Conversation in Distribution Isn't Really About AIWhat plumbing and supply houses told us about AI quoting, in their own words.

See ChannelFlex turn an RFQ into a quote, live.

A 30-minute demo built around representative Plumbing Supply requests. Have a real one? Send it before the call and we will run it live instead.