SalesVerified
QuickBooks Field Quotes
Technicians build a quote on site from your QuickBooks products and services, add photos and get the customer's signature on the phone.
by AgentUIUse template
SalesVerified
Wholesale Sales Rep CRM template
A field sales CRM for wholesale distributors.
by AgentUIUpdated November 13, 2026
More screens
What's inside the Wholesale Sales Rep CRM template
- Reps plan each day's route from the accounts that are due a visit, check in from their phone, log orders and competitor notes, and follow up.
- Managers see the whole team: pipeline by stage, quotes that turn into orders, commissions worked out from each rep's rate, expenses to approve, targets against real sales, and reports by rep and account.
- Sales reps only see their own accounts and visits.
- Excel import (up to 500 accounts), sample data, English and Spanish.
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Questions about this template
Something else? Talk to a person and we'll reply within a day.
Click “Use this template” to open it in Agent UI. Log in or create your account, add the template to your workspace, and it's ready to use.
Yes. Once it's in your workspace, it's your app. Ask Agent UI in the chat to add fields, screens or automations, and hand off to a person on our team at any time.
Yes. Import your existing records from Excel or CSV, or ask Agent UI to connect the tools you already use, such as Google Sheets or a SQL database.
There's no extra charge for the template. It runs on your Agent UI plan, and new accounts get a 7-day free trial. Plans and prices are on our pricing page.
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