Stack · Walkthrough

From a client's email to a signed quote, without you touching a PDF.

Here's what actually happens inside Stack when a request comes in — no manual assembly, no chasing a vendor for current pricing.

1Step 1

A request lands

A client emails asking for pricing on a bundle of hardware and a 12-month support plan. Stack's advisor engine picks it up.

2Step 2

Pricing resolves against live data

Vendor pricing comes from Flow's ingestion — Stack never quotes off a stale spreadsheet, because the catalogue is already current.

3Step 3

The quote drafts itself

A structured quote assembles automatically — line items, margins, terms — ready for a quick human review before it goes out.

4Step 4

It's tracked, not sent and forgotten

The quote's status — sent, viewed, expiring — stays visible, so a follow-up happens before the client goes quiet, not after.

5Step 5

It becomes a signal

Quote conversion and vendor concentration feed into Cosmos automatically — procurement health stops being invisible to leadership.

Ready to see it running on your own data?