Order Automation - FAQ
This article answers the most common questions about Order Automation, Prokeep's AI engine that turns customer orders into send-ready quotes.
Frequently asked questions
What is Order Automation? Order Automation is an AI engine built into Prokeep that reads customer orders sent by text, email, or image and turns them into a send-ready quote using live inventory data from your ERP.
How does Order Automation save time? It reduces manual lookup work - checking stock, pricing, and product specs - so reps can build accurate quotes faster and spend more time on outreach and new orders.
How does Order Automation create a quote? Order Automation connects to your ERP through an API. This gives it access to stock availability, pricing, and product data, which it uses to suggest matching products, specs, and quantities for your review before you send the quote.
What information does Order Automation pull in automatically?
- Product and brand suggestions
- Product specs matched from manufacturer numbers
- In-stock and pricing information
- Organized quotes connected to the customer's contact record
Can Order Automation read orders sent as images? Yes. Order Automation can build a quote from an order sent as text, email, or images.
What if I use different pricing per customer?
Prokeep pulls customer-specific pricing directly from your ERP. When you're viewing a Contact or building a quote, Prokeep displays the pricing tied to that customer's account, so your team always sees the correct rate without needing to check a separate system.