Case Study: The Tool Crib, Inc. achieves personalized customer service and cost savings with Epicor Integrated Forms Design

Epicor Integrated Forms Design Helps Provide Personalized Touch

The Tool Crib, a 22‑employee industrial tools wholesaler in Knoxville, Tennessee, needed a way to stand out when competing for long‑term accounts by offering more personalized, professional documentation than generic, handwritten quotes and forms. Their challenge was to deliver customer-specific information in a polished format that reinforced their service offering and improved first impressions.

By deploying Epicor Integrated Forms Design, The Tool Crib created high‑quality, customizable invoices, quotes, and purchase orders using templates and drag‑and‑drop design—without custom programming. The solution eliminated printing and programming costs, enabled electronic delivery via integrated fax and e‑mail, produced customer‑specific forms, and improved customer service, with custom forms becoming a signature company offering.

Tool Crib, Inc.

Michelle Vaught

System Administrator