AI Web Forms gives you lead capture forms for distributors that answer the moment a visitor sends them: the trade account application, the RFQ with its takeoff attached, the call-me-back. Each sender is checked, made a contact on his company and handed the next step you chose.
TRY AI WEB FORMS FREENo credit card · Ready in 2 minutesReady to buy? See plans & pricing ›
7 days free · per company, never per seat · nothing to install


Questions
The standard fields and up to five questions of your own, with screening rules that alert the desk at once or decline politely.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Hold every trade account application for the credit desk's approval.”
Lisa“Trade account applications now wait for the credit desk's approval before any next step runs. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Distributors use it
A mechanical contractor uploads a bid list at 10 PM; the reply confirms receipt and a draft quote opens for inside sales to price.
A remodeler applies for a trade account without his resale certificate; the thank-you page carries an upload link for it.
Someone from a competitor's domain fills your RFQ form; the request is held for a person and nothing is sent.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Available on its own or inside a solution · See pricing › · Per company, never per seat.
Everything AI Web Forms does, for every business ›
Works withAI BookingAI QuotingAI Follow-upAI DemoAI TicketsAI File Cabinet
Forms
Ask what your desk needs before the first order: the type of business, the delivery address, a file such as a takeoff, or a booking with live availability.
A rule reads an answer: a job-site emergency marked URGENT tells the desk at once, and a request you never serve gets a polite decline with nothing saved.
Each sender becomes a contact with the page he came from, attached to his company by its e-mail domain, with his answers on his story.
Inline on the page, a popup, a form that unlocks the page's content, an exit form, or a compact row with the e-mail field and the button.
Set-up
Quote request, call me back, a download or a contact form: pick one and change the title the visitor sees to your trade's words.
Choose the checks this form needs and what a good request receives, or tell Lisa and she reads it back before saving on your yes.
Copy the line and paste it where the form should appear, or hand it to whoever edits your website; no login is needed for that.
Run your forms free for 7 days, no credit card, and read every request they answered, held or booked when the week ends.
Questions & answers
At once. With web form automation for wholesalers, the auto-reply leaves the moment the sender passes your checks, in his language and signed by your desk, saying only what the form does next. A form held for approval is answered the moment a person says yes.
No. It collects the application, asks up to five questions of your own, chases a missing file and, with Your approval ticked, waits for a person. Terms, limits and the account itself stay with your credit desk.
Yes. An RFQ form for distributors whose next step is a draft quote opens one on Orders & quotes for your sales desk to price, and the files the contractor uploaded stay on his contact, never in your knowledge.
The checks you tick, in the order they run: a company e-mail, a real website that receives mail, a verified e-mail and your approval. A red flag, such as a competitor's domain, parks the request on the held list for a person.
Yes. Paste the same line on each product page and the form reads the page's product and pre-selects it, so a request sent from the pump page arrives already naming the pump line.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Distributors ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›


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