broadn.io

broadn connects with Shopify, SAP, Microsoft, QuickBooks, and Salesforce. According to the site, it is designed to work alongside your existing platforms rather than replace them: it syncs your inbox, CRM, and ERP so that quotes and orders flow through without copy-paste. If your stack includes one or more of those systems, broadn is intended to plug into it.

Supported platforms

The site lists these as the platforms it connects with. It does not publish per-platform connector details, API limits, or edition requirements, so treat the table as the supported set rather than a feature-by-feature spec.

What the integration actually does

The connection is not just data display — it drives the automation:

• Inbound email → quote. broadn reads unstructured RFQs and sales orders from email and contact forms, then turns them into draft quotes using live pricing and product logic.
• Quote → CRM. Finished quotes are sent to your CRM (e.g., Salesforce).
• Order → ERP. Purchase orders are parsed, line items validated, and structured orders sent to your ERP (e.g., SAP).
• Sync across inbox, CRM, and ERP. The stated goal is no manual copy-paste between systems.

So the integration is the mechanism behind "quoting and orders automated — from email to ERP."

Choosing based on your stack

• If you run SAP or another ERP as your system of record: broadn is positioned to push validated, structured orders into it, which is the core of the "error-free order entry to ERP" claim.
• If you sell through email and contact forms and use a CRM like Salesforce: the quote-to-CRM path is the relevant one.
• If you use Shopify for product/order context: it is listed as a connected platform, useful when inbound inquiries relate to catalog items.
• If you use QuickBooks or Microsoft tools: they are listed as supported, but the site does not detail which specific Microsoft products or what data flows in each direction.

Because the site does not publish connector-level documentation, the practical next step is to confirm your exact systems and versions during a demo rather than assume a specific integration depth.

What is not stated

The available material does not specify:

• Whether integrations are native, API-based, or middleware.
• Any setup steps, authentication methods, or configuration menus.
• Pricing, plan tiers, or whether integrations are gated by plan.
• Data-direction details for each platform (read-only vs. write-back).

For a decision, use the supported-platform list as a fit check, then verify the specifics of your environment with broadn directly.

broadn is an AI tool for manufacturing sales operations that turns unstructured inbound emails—RFQs (requests for quote) and sales orders—into structured outputs: draft quotes sent to your CRM and clean orders sent to your ERP. It fits U.S. manufacturers whose sales teams quote and take orders primarily through email and contact forms, especially those handling complex product configurations or high inquiry volume.

The problem it targets

Manufacturing sales teams often receive product inquiries as free-form emails. Someone has to read each one, look up pricing and product logic, build a quote, apply discount rules, get approvals, and later re-key the resulting order into an ERP. That work is slow, repetitive, and error-prone, and it doesn't scale without hiring.

broadn's stated goal is to "turn inbox chaos into revenue" by automating that path from email to quote to ERP order.

Core capabilities

How the automation works

The agent reads incoming requests, builds quotes, replies to customers, and escalates when needed. According to broadn, it runs end to end—parsing RFQs, sending quotes, and following up automatically—and you step in only when an edge case requires your input. The pitch is that one agent does the work of a full quoting team without training or burnout.

What it connects to

broadn states that it connects with your existing platforms. The integrations named on the site are:

• Shopify
• SAP
• Microsoft
• Quickbooks
• Salesforce

Offline / air-gapped option

broadn has launched an agent called Herbie for mission-critical applications that must run in secure or air-gapped environments—an AI agent that works offline. This matters if your quoting workflow can't send data to external cloud services.

Who it's for

• U.S. manufacturers turning inbound product inquiries into quotes
• Sales teams that sell through email and contact forms
• Teams handling everything from BOMs to custom RFQs

What to check before deciding

The site does not publish pricing, plan details, or login requirements, so treat cost and access as open questions and ask during evaluation. To judge fit, request a demo and test it against your real conditions:

• Your actual RFQ and PO formats, including messy or non-standard ones
• Whether your ERP and CRM are among the supported integrations
• How discount rules and approval chains map to your current process
• Whether you need the offline/air-gapped Herbie agent
• How escalations and edge cases are routed back to a human

The clearest signal of value is whether it produces ERP-ready quotes from your real inbox without manual cleanup.

broadn parses purchase orders (POs) and inbound order emails, validates the line items against your product and pricing logic, and sends a structured order into your ERP system — removing the manual copy-paste step between inbox and ERP. This applies to U.S. manufacturers and sales teams that receive orders through email and contact forms and run on platforms like SAP, Microsoft, QuickBooks, or Salesforce. If your orders arrive as free-form text or PDFs and someone currently retypes them into the ERP, that is the workflow broadn targets.

The problem it addresses

Order entry is where inbox chaos becomes ERP data — and where manual errors enter. A PO arrives as an email body, a PDF attachment, or a mix of both. Someone reads it, matches each line to a product, checks price and discount rules, and keys it into the ERP. Every retype is a chance for a wrong SKU, a wrong quantity, or a missed line.

broadn's stated goal is to eliminate that copy-paste path: "Sync inbox, CRM, and ERP — no copy-paste needed," and "Error-free order entry to ERP."

How the order-to-ERP flow works

1. Parse POs and order information from email

broadn reads unstructured inbound orders — the same way it reads RFQs. According to the site, it "Parse[s] POs, validate[s] line items, and send[s] structured orders to your ERP system." The input is the raw order as it arrives (email text, contact form submission, or attached PO); the output is a set of extracted fields: products, quantities, and the customer context.

2. Validate line items

Before anything reaches the ERP, broadn validates the parsed line items. This is where product configuration and pricing logic apply — the same engine behind its quoting features:

• Product configuration — "Generate accurate quotes for complex bundles," which matters when a PO references a configured product or bundle rather than a single SKU.
• Rule-based discounts — "Apply discount rules and approvals automatically," so discount terms on the order are checked rather than guessed.
• Margin control — "Quote with full margin visibility — no guesswork," giving visibility into margin before the order is committed.

Validation is the step that catches mismatches between what the customer wrote and what your catalog and rules actually allow.

3. Send structured orders to the ERP

Once validated, broadn sends the order as structured data to your ERP. The site lists integrations with Shopify, SAP, Microsoft, QuickBooks, and Salesforce, and describes the outcome as connecting "your existing platforms" so that inbox, CRM, and ERP stay in sync.

What changes for the team

The site frames the staffing angle directly: "One agent does the work of a full quoting team — no training, no burnout," and "You step in only when needed — handles everything unless an edge case needs your input." In practice that means the agent processes standard orders end to end and escalates exceptions.

Where quoting and order entry connect

Order entry is not a separate pipeline from quoting in broadn — it is the downstream half of the same flow. An RFQ becomes a draft quote using live pricing and product logic; when the customer responds with a PO, the same product and pricing logic validates the order before it goes to the ERP. That continuity is why the site describes the whole thing as "Quoting and orders automated — from email to ERP."

Conditions and limits to check

• Platform fit. The listed integrations are Shopify, SAP, Microsoft, QuickBooks, and Salesforce. If your ERP is not among these, confirm connectivity before assuming it works.
• Order format. The value depends on orders arriving as unstructured text or documents. Structured, already-clean order feeds gain less.
• Edge cases. The site states the agent escalates when needed, so plan for a human review path on non-standard orders.
• Deployment environment. broadn has launched "Agent Herbie for mission critical applications that must run in secure or air-gapped environments," described as "An AI agent that works offline." If you operate in a restricted or air-gapped environment, that is the relevant option to ask about.
• Pricing and access. The available material does not state pricing or login terms; request a demo to get specifics for your setup.

The practical test: take a recent batch of real POs, run them through broadn, and check whether the structured output matches what your team would have keyed in — including discounts and bundle configurations. That tells you whether the validation logic fits your catalog before you commit.

broadn turns unstructured RFQs (requests for quote) and sales orders received by email or contact form into clean, structured outputs: draft quotes sent to your CRM and orders sent to your ERP. It is built for U.S. manufacturers and sales teams that sell through email, and it connects to platforms you likely already run — Shopify, SAP, Microsoft, QuickBooks, and Salesforce. The core promise is that an AI agent reads the request, builds the quote, replies to the customer, and escalates to a human only when an edge case needs input.

The quoting workflow, step by step

1. Read the inbound request

The agent parses inbound product inquiries — including BOMs and custom RFQs — from email and contact forms. This is the "inbox chaos" step: instead of a rep manually reading a messy email, the agent extracts what the customer is asking for.

2. Build a draft quote with live pricing and product logic

Using instant quoting, broadn turns the RFQ into a draft quote based on live pricing and product logic. For complex orders, product configuration generates accurate quotes for bundles, so multi-item or configured requests don't require manual assembly.

3. Apply discount rules and approvals

Rule-based discounts apply your discount rules and approvals automatically. This means pricing policy is enforced by rules rather than by whoever happens to answer the email.

4. Keep margin visible

Margin control lets you quote with full margin visibility, so the draft quote isn't a black box — you can see the margin before it goes out.

5. Send the quote and follow up

The agent replies to customers and follows up automatically. Quotes are sent to your CRM, so the record lives where your sales team already works.

6. Escalate only when needed

The agent handles everything unless an edge case needs your input. You step in only when needed, rather than reviewing every quote.

7. Convert orders to ERP

When an order comes in, broadn parses POs, validates line items, and sends structured orders to your ERP system — error-free order entry to ERP with no manual copy-paste between inbox, CRM, and ERP.

What changes for your team

Who this fits

broadn is aimed at sales teams that sell through email and contact forms, particularly U.S. manufacturers dealing with BOMs and custom RFQs. If your quoting process currently depends on people reading inboxes and re-entering data into a CRM and ERP, that is the workflow broadn targets.

It also offers Agent Herbie, described as an AI agent for mission-critical applications that must run in secure or air-gapped environments — an offline agent. That matters if your quoting data cannot leave a restricted network.

What to verify before adopting

• Platform fit: Confirm your specific CRM and ERP are among the supported connections (Shopify, SAP, Microsoft, QuickBooks, Salesforce are listed) and how the integration is configured.
• Rule coverage: Map your actual discount and approval rules to what rule-based discounts can express, especially exception cases.
• Escalation behavior: Decide what counts as an "edge case" that should route to a human, and test those paths.
• Security requirements: If you operate in a secure or air-gapped environment, evaluate Agent Herbie specifically.
• Pricing and access: The available material does not state pricing or login terms — request a demo to get those details directly.

The fastest way to judge fit is to take a batch of real inbound RFQs, including a few messy ones, and see how the draft quotes and ERP-ready orders compare to what your team produces today.

Agent Herbie is an AI agent from broadn built for mission-critical applications that must run in secure or air-gapped environments — it works offline, without an internet connection. You'd use it when your quoting and order workflow has to stay inside a network that can't reach the public cloud, but you still want the same inbox-to-ERP automation broadn provides.

What Agent Herbie is

Broadn's core product turns unstructured RFQs and sales orders into clean outputs: quotes sent to your CRM, orders sent to your ERP. Agent Herbie is the offline-capable version of that agent, announced by broadn for "mission critical applications that must run in secure or air-gapped environments."

The key distinction is deployment context, not a different job:

When you'd use it

Choose Agent Herbie when connectivity itself is the constraint:

• Air-gapped networks. Your manufacturing or defense-adjacent environment physically isolates systems from the internet, so a cloud-hosted agent can't reach your inbox or ERP.
• Secure facilities. The workflow must stay on-premises or inside a controlled network, and sending RFQ or order data to an external service isn't acceptable.
• Mission-critical uptime. The quoting process can't depend on an external connection staying up.

If your team works normally through email and cloud platforms and has no network restriction, the standard broadn agent already covers the same end-to-end flow — parsing RFQs, sending quotes, following up, and escalating edge cases to a human.

What stays the same

Herbie isn't a stripped-down tool. Per broadn, it's "an AI agent that works offline," and the underlying behavior matches the standard agent:

• Reads inbound requests and builds quotes using live pricing and product logic
• Applies rule-based discounts and approvals automatically
• Handles product configuration for complex bundles
• Parses POs, validates line items, and sends structured orders to your ERP
• Escalates to you only when an edge case needs input

So the decision is mainly about where it runs, not what it does. If your environment can't connect out, Herbie is the option; if it can, the standard agent is the simpler path.

To confirm fit for your specific setup — supported ERP/CRM targets inside an air-gapped deployment, and how the offline agent is installed — request a demo from broadn, since those deployment details aren't specified on the site.