Turn Territory Specific Market Intelligence into More Commissions and Deeper Dealer Relationships.
Your sales team now has access to powerful, territory-specific market intelligence built from real buying behavior, product activity, and dealer engagement across the SpecBooks ecosystem. SpecBooks turns industry data into clear, actionable insights so your organization can prioritize the right accounts, strengthen relationships at the individual sales associate level, and close more business across every brand you represent.
Your manufacturers’ products are already loaded and ready to sell. Your reps can browse products in an easy eCommerce-style experience or upload takeoffs for AI-powered estimating and order creation. Combined with the SpecBooks CRM and Job Pipeline, the platform simplifies quoting, project management, and opportunity tracking from start to finish—giving your entire team a consistent, professional advantage.
Sell and quote your brands with special pricing in real time, across the SpecBooks Network.
Automatically identify comparable products on uploaded schedules to easily represent your brands with the closest matching preferred alternatives.
Strengthen your territory intelligence, and create more opportunities for you and the brands you represent.
Put professional quoting and communication tools directly into your team’s daily workflow. Create polished, multi-brand quotes and digital SpecBooks in minutes, showcase every brand you represent from a single platform, and send them instantly to dealers through SpecBooks. Product images, specifications, installation guides, and technical documents are included automatically—while every conversation and revision stays organized in one place.
No more switching between spreadsheets, PDFs, and disconnected tools. Your reps can now present a more professional buying experience and close business faster across every brand you represent.
Key Benefits
Create professional quotes in minutes
Represent all of your brands from one platform
Build complete multi-brand product packages
Send digital SpecBooks directly to dealer accounts
Communicate with dealers through SpecBooks InMail
Include images, specs, cut sheets, and technical documents automatically
Eliminate spreadsheets, PDFs, and disconnected quoting tools
Present a more professional buying experience for your dealers
Keep all quote conversations and revisions organized in one place
Key Benefits
Know exactly where your next opportunity is
Spend less time driving between accounts and more time growing revenue
See which dealer locations are gaining or losing momentum
Identify the sales associates who are championing your brands
Receive alerts when new sales associates join dealer locations
Spot underperforming locations and associates that need attention
Bring meaningful market intelligence to every manufacturer you represent
Increase commissions by focusing on the accounts with the greatest growth potential
Upload selection sheets, schedules, or documents from any source and automatically generate accurate, professional SpecBooks and quotes. Remove tedious manual data entry, to keep your team quoting, selling, and building relationships.
When imported products aren’t recognized, AI Order Creation instantly identifies the closest matching product or recommends your preferred alternative crossover—dramatically reducing manual work and helping your reps present your brands more effectively.
Key Benefits
Turn fixture schedules into professional quotes and submittals in minutes.
Automatically generate complete submittal packages—including picture portfolios, O&M manuals, warranties, and installation guides.
Find comparable products instantly with AI-powered cross-reference recommendations.
Reduce manual work and quoting errors while improving accuracy.
Streamline the entire quoting process from schedule upload to final delivery.
Accelerate bid turnaround with AI-powered automation.
Deliver polished, customer-ready proposals that help you win more business.
Increase productivity by quoting more projects in less time
Help Grow Your Territory. Earn Rewards.
You’re not just earning referral rewards—you’re helping build a smarter territory.
Expand your dealer network
Increase the amount of market intelligence available in your territory
Gain deeper visibility into dealer performance
Track sales associate activity across more locations
Identify new specification and sales opportunities
Strengthen your manufacturers’ market presence
Create more informed sales conversations
Earn rewards for every qualified referral
There is no limit to the number of referral rewards you can earn.
Newsfeed
Get access to publish your news, product launches, announcements, catalog updates, and important information directly on the SpecBooks Newsfeed. Reach over 50,000 distributors and showrooms across the entire network instantly and keep your partners, clients and buyers fully informed in real time.
Cortex (Product Parts Finder)
Next Gen EDI
PIM (Product Information Management)
The SpecBooks Partner Rewards Program
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