SpecBooksDistributors & Wholesalers
Quote Faster. Sell Smarter. Move More Product.
Give your counter, inside sales and outside sales teams one connected platform for plumbing, electrical, PVF, waterworks and HVAC. Search real-time product data and pricing from thousands of manufacturers, build accurate quotes and submittals in minutes, and keep every customer, job and order in one place. SpecBooks cuts the manual work out of quoting and submittals, so your team spends less time chasing information and more time winning business.
Built for how distributors do business
Operations. Data. Intelligence. Commerce.
Everything your quotation and project teams need to bid, document, and deliver commercial work, all in one platform.
Operations
Quote Faster. Document Everything.
Simplify every step of the commercial job, from bid day to closeout. SpecBooks connects quoting, submittals, project tracking, and your ERP in one command center, so your team handles more bids with the same headcount and fewer errors.
AI Fixture Schedule Processing
Upload a fixture schedule and SpecBooks builds the quote for you. Line items are matched to enriched product data, so your estimators review and adjust instead of keying in every SKU.
Bids, Submittals & O&Ms
in Unison Create the quote, submittal, O&M, warranty package, installation package, and picture portfolio at the same time. Every document draws from the same product data, with an auto-generated cover page and table of contents.
Built-In PDF Editor & Revision Tracker
Mark up and edit PDFs for job-specific or recurring use without leaving the platform. Track every revision so the engineer, contractor, and your team always work from the current package.
Job Pipeline
See every bid and project in one place, from plan review and quoting through award, submittal approval, ordering, delivery, and closeout. Know which quotes are open, which are won, and where follow-up is due.
Smart Labels with Jobsite QR Codes
Large, scannable QR codes printed on every box give installers the floor, room, quantity, and install guide in one scan. Fewer mis-ships and install errors, and fewer jobsite calls to your counter.
ERP & Quoting Software Integration
Two-way integration with any third-party ERP or CRM through the SpecBooks API, third-party APIs, FTP, or Excel/CSV. Already quote in another system? Import bids and generate submittals with one click. No duplicate entry.
Product Data
Millions of Products. One Source of Truth.
Every quote and submittal is only as good as the data behind it. SpecBooks gives your team structured, continuously enriched product data from thousands of manufacturers, with specs, cut sheets, install guides, and warranty documents ready to drop into any package. Stop chasing PDFs on manufacturer websites and start building submittals in minutes.
Core product categories
- Plumbing
- Lighting
- Hardware
- PVF
- Waterworks
How Our Product Data Works
Sourced Directly from the Industry
Product information comes from manufacturers, supplier catalogs, and authorized data feeds. Specifications, images, cut sheets, and documentation live together in one centralized platform.
Continuously Maintained & Enriched
Records are standardized, validated, and updated as manufacturers release new products, revise specs, or discontinue models. Your submittals reflect current information, which reduces rejections and liability.
On-Demand Product Enrichment
Can’t find a product or missing a document? Submit an enrichment request in SpecBooks. Our data team sources the missing information and adds it to the record for use across your quotes and submittals.
Your Own Product Library
Create custom SKUs, add job-specific documentation to global SKUs, and build the library your team quotes from every day.
Structured for Search, Cross-Reference & Quoting
Products sit in a standardized taxonomy of categories, product types, and attributes. That structure powers precise filtering, side-by-side comparisons, AI product cross-reference, and fast quoting.
Automated Data Delivery & Integration
Receive standardized product data directly in your ERP and other systems through API and FTP. Control non-stock and in-stock item setup without manual entry or duplicate cleanup.
Intelligence
Turn Data Into Decisions. Intelligence Into Action.
SpecBooks Intelligence sits across your existing tech stack, including your ERP. It brings bids, projects, orders, and customer activity into one AI-powered command center. Your team stops searching across systems and sees what needs attention first.
How Intelligence Works
AI Predictive Quoting
Turn fixture schedules, plans, documents, and emails into structured quotes, submittals, and orders. Distributors using SpecBooks AI increase bid volume by 300–400% and boost win ratios up to 300%.
AI Product Cross-Reference
AI recommends preferred comparable products for every line on the schedule, along with required components. Offer approved alternates, protect margin, and catch missing parts before the order ships.
AI Product Agents
Give your inside sales and quotation teams an assistant that researches products, answers spec questions, and identifies alternates using SpecBooks product intelligence.
AI-Powered Command Center
Get a real-time view of open bids, active projects, orders, tasks, and exceptions in one dashboard, with the most urgent items surfaced first.
Connected CRM & Job Pipeline
Track every opportunity from bid invite through award and closeout. Activity is captured automatically, so managers see where each job stands and where the team needs to act.
Intelligent Task & Workflow Management
Tie follow-ups, bid deadlines, submittal due dates, and delivery milestones to the customer and job they belong to. Bid dates and approvals don’t slip.
Commerce
Accurate Pricing. Faster Orders. One Connected Platform.
Winning the bid is only half the job. SpecBooks connects current product pricing, sourcing, and order creation, so awarded quotes become accurate orders without re-keying a single line.
Core Capabilities
Real-Time Product Pricing
Quote from SKUs and pricing sourced directly from the brands you sell. Our data team works with manufacturers to keep pricing current, so your margins hold from bid to order.
Quote-to-Order Conversion
Turn an awarded quote into a purchase order in a few clicks. Line items, quantities, and job details carry through to your ERP, which cuts entry errors and speeds release.
Connected Distribution & Purchasing
Source products across manufacturers and distribution partners from one platform. See availability, dealer-specific pricing, and purchasing options before you commit to a release.
Deposits & Payments (optional)
Accept credit card or e-check deposits and payments, and automate collection activities to get paid faster.
Find the Perfect Fit
Every distributor bids and delivers commercial work differently. One of our experts will learn how your quotation and project teams work, then guide you to the right tools for your process.
Book a Demo to get started today.
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