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AI for distributorsHow do distributors keep customer pricing straight when a rep leaves?

Keep each customer's agreed prices, terms and notes where the whole team can ask about them. Constella answers from your own price agreements and emails you've saved, with the source attached, so a new rep quotes what the customer was promised.

Free to start. No credit card.

Example

What freight terms did we agree with Baker Supply?

Free freight on orders over $2,500. Below that, a flat $85.

Baker Supply agreement 2026.pdf

Sound familiar?

Every account lives in one rep's head.

“What price did we give them last time?”

Nobody's sure, and the customer is waiting.

A rep leaves.

Their customers stay, but their notes don't.

Supplier terms change.

And the price sheet the team uses is three versions old.

“Is that part a match?”

The spec sheet is somewhere in a shared drive.

Nearly 20%

of the workweek goes to finding information, or the colleague who has it.

Source: McKinsey Global Institute, “The social economy,” July 2012.

What changes

Three steps to pricing that stays.

1 Save each customer's price agreement and notes in one shared project.
2 Add supplier terms and spec sheets as they arrive.
3 Let reps ask. “What did we agree with this customer on freight?” gets the answer and the document it came from.

Example questions

Ask in plain words. Check the source.

The questions a distributor's reps ask every day, answered from the business's own agreements, price sheets and spec sheets.

Constella

Example · Customer pricing

What price did we give this customer on our last order?

$14.20 a unit on 500 units, 3% under list for their volume tier.

Order 4471 - Lakeside Hardware.pdf

Example · Payment terms

What payment terms did we agree with them?

Net 45, with a 2% discount if they pay within 10 days.

Lakeside Hardware agreement.pdf

Example · Supplier changes

Which supplier changed freight charges this quarter?

Northgate Fittings, from a flat $60 to $0.40 a pound from October 1.

Northgate terms update - Sept 2026.pdf

Example · Spec sheets

Where's the spec sheet for the 3/4-inch brass fitting?

In the Northgate catalog, page 18: rated to 300 psi, lead-free brass.

Northgate catalog 2026.pdf

Your data

Your data stays your business.

Private to your team

Only people you invite to a project can see it.

Every answer cited

Click the source before you send the quote.

Not used to train their AI

We use AI providers under zero data retention agreements, so your files don't train their models.

Remove access in one click

When someone leaves, their access ends. Their knowledge stays.

How we keep your data safe →

Too busy to switch?

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Pricing

Free to start.

Free

$0

No credit card.

Constella Pro

$14.99 / month

Or $149 a year.

Constella Team

$29.99 / seat a month

Or $24.99 a seat billed yearly. One bill for the team.

See pricing →

Questions

What owners ask first.

How do I keep customer pricing straight when a sales rep leaves?

Keep each customer's agreed prices and terms in a shared place the team can ask. With Constella, the next rep gets the answer and its source.

Can every rep see every account?

You choose who's in each project. Project members see what's in that project.

Is it free to try?

Yes. Constella is free to start, with no credit card.

Keep reading

Related questions

How do I find an old quote fast? The price and the discount, while the customer is still on the phone. Read the answer → What should I do when a key employee quits? What they knew stays with the business. Read the answer → How should I handle a supplier price increase? Catch it before it reaches your next quote. Read the answer →

Reps move on. Your prices don't.

askconstella.com

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