WHEN THIS IS USEFUL
Salespeople repeatedly read customer messages, clarify specifications, find a price reference and retype the quotation.
THE WORKFLOW CHANGE
Use a structured requirement and traceable pricing reference to prepare the next quote for sales review.
Sales quotation automation
Reduce the manual coordination between a customer request and a quotation. Extract specifications, identify missing details, match price references and prepare a quote for the salesperson to confirm.
A connected business process
Customer request → Clarify specifications → Match pricing → Sales review → Quote & follow up
What we build
- Requirement and attachment extraction
- Missing-specification checklist
- Approved product and pricing lookup
- Review-ready quotation drafts
- Quote versions and CRM status updates
How we validate it
Validate quantities, specifications, currency, pricing versions and exceptions against approved references. Final prices and commitments are confirmed by the responsible salesperson.