CDE Quote Matcher

Checking sign-in…

— or —

Access limited to @cdefasteners.com accounts.

CDE Quote Matcher

Suppliers checked:

New quote — load customer list

Customer name:

Paste lines from an email or spreadsheet

One item per line. Quantities are detected automatically (trailing number, a spreadsheet column, or "20 pcs").

Messy text, an email, or a paragraph? Let AI pull out the line items (handles items split across lines or written in prose)

…or load a file

Pick a customer list from your computer — .xlsx / .xls / .csv / .txt / .xlsb (Items sheet)

Matching costs ~2¢/line, a few seconds each.

Edit request —

Only this line is re-matched; all other lines keep their matches and prices.

Add line item

Customer wording:

Quantity:

Export supplier files

Quote number (used in file names — change it to your QB number if needed):

Downloads the per-supplier upload files to your computer (one file per supplier, ready to use).

Find part by filters —

Pre-loaded with what the AI understood. Adjust the filters (like the macro's slicers) to find other options; only filters with values for this category are shown. Click Add on as many parts as you want — the window stays open.

Teach: remember the part I pick (with these filters) as correct for this wording — improves future matches

Customer Quote —

Default markup % Ship-to state (tax) Tax exempt Shipping Shipping $

Name this quote

Customer:

Quote number is already assigned. Saves a new version to the shared Drive folder "CDE Quotes - Matcher".

Quotes

Team quotes (shared)

History

Every save is logged with who made it and when. Restore rolls the quote back to that point (reversible — the current state stays in history).

Update master catalog

Path to the new CDE Master SKU Collection (.xlsb):

Re-exports all SKUs (~1-2 min) and hot-reloads the matcher. Existing quotes keep their current matches — click ↻ Re-match all afterward to re-quote a quote against the new data.

📈 Imported price history

Part #