Emails you forwarded to the builder have been read into draft offers. Load one to drop it straight into the builder, or dismiss it.
▸Recently built· Last 25 offers
So the team can see what's already been done. Open one to see the Supplier preview (the original offer that came in) and the Sales offer preview (what we sent out), or Download the Excel. Use Next 5 to page back through the last 25.
▸Offer library· Find a previous offer
Search past offers by brand, barcode, pack size or description, then click to reload one for editing — handy for repeat deals (images aren't carried over).
Rebuilds the shared barcode index so the stock due-in can read case size, CPP and languages for every saved offer. Runs in the background — you can keep working.
▸Step 1 · Supplier offer· What are we pricing?
Paste a screenshot (Ctrl+V), drop a file, or click to choose
▸
AI instructions (optional — narrow a long offer or set a price)
Tell Claude which lines to pull from a long offer, and (optionally) the margin or sell price to apply. Leave blank for everything.
Claude reads it and pulls out the product lines. You confirm everything before building.
▸Step 2 · Pricing & settings · click to collapse
How should it be priced?
Pick the currency the supplier priced in.
Sale = cost × (1 + margin%).
2 normally; switch to 3 for a tight deal.
Standard full truck = 33 pallets. Truck profit ÷ this = profit per pallet.
Supplier prices are:
▸Lines (edit anything before building — click to collapse)
opens the original offer so you can double-check the figures
Optional columns:
Tick the lines to remove (across all rows), then delete them in one go.
Blue cells were read by AI from the supplier’s photos (barcode, description, languages) — double-check them against the pack before building. Editing a blue cell clears the highlight.
Gold cells were suggested from a past offer for that barcode (case size, CPP, languages) — they’re estimates, so please check them before building. Editing a gold cell clears the highlight.
▸✳ Edit these lines with AI — change what's already loaded, no re-reading
▸INCOTERMS & terms · INCOTERMS / MOQ / Lead time
▸Product images (optional)· Add a photo for each line
Drop or click to add an image per product — a front shot, and optionally a back. You can crop each one. They embed in the Excel only (in a row below the offer, side by side, 280px tall) — they're not added to the WhatsApp clip.
Preview clip shows just the priced table; Preview offer also shows the product images laid out as they'll sit in the Excel. Nothing is created until you press Create offer — then pick one path: Share Clip to WhatsApp (the offer clip and/or product photos), Send Excel to my WhatsApp (delivers the spreadsheet straight to your own WhatsApp), Email from Outlook (the Excel, plus images if you tick it), or just Download / Upload to Dropbox. The tick boxes below stay greyed until you choose Share Clip or Email, so you only ever see the options for the path you picked. New here? Tap Connect WhatsApp once to link your number for the Excel delivery.
Which currency did the supplier price in?
This offer has prices but no currency symbol, so nothing has been assumed. Choose the currency the supplier used — you can still change it later in the Template box.
Learned column rules
These are the column mappings the builder has learned from past offers, shared across the team. If one is wrong (e.g. a date column mapped to the wrong place), change it or forget it here \u2014 the next offer with that heading will ask again.
Confirm a few columns
The builder wasn\u2019t sure where these columns belong, so it\u2019s asking rather than guessing. Set each one \u2014 your choice is remembered for the whole team, so you\u2019ll only ever do this once per heading. The AI\u2019s best guess is pre-selected; change any that are wrong.
Complex offer — check the columns
This offer was too dense to read in one go, so the builder mapped the columns from the headers itself. Check them below and change anything that's wrong — any it couldn't be sure of are marked · set this and left blank for you. Then press Read.
Report an issue
Tick what was imported incorrectly — the bundle includes the supplier data as it arrived, how the builder read it, how it was uploaded, and any hidden page errors. Nothing is sent until you press a button below.
Preview — how the offer will look
This is a preview only — nothing has been created or uploaded yet.
Paste your Outlook signature here once — it's saved to your account, so your phone and other computers use it too, and added to the bottom of every offer email. Best pasted on a computer: a phone usually pastes it as plain text.
Send now emails the customer straight away via Microsoft online (Excel attached, copy kept in Sent). Save to Outlook Drafts creates the email in your mailbox Drafts — it appears in your Outlook desktop Drafts within a few seconds, ready to review, tweak and send from there.
drag the bottom-right corner to resize ↘
Heads up
Before you build…
Some details are missing. You can skip them — this is just a reminder:
Crop image
Drag to frame the product. Height is normalised to 280px on the sheet, so framing controls how much shows.
Image search
Supplier offer — original
This is the offer exactly as it arrived — for reference only. Edits here have no effect; change figures in the Lines table.