AI Quotation Agent
From RFQ to review-ready quote. Faster.
Automate RFQ understanding, product matching, pricing preparation and quotation workflows while keeping your sales and engineering teams in control.
Workflow
KPIs we measure
- Quote turnaround time
- Quotes processed per employee
- Product matching accuracy
- Win rate on fast-response quotes
The business problem
RFQs sit in inboxes while estimators re-key specs and hunt through catalogs.
Turn incoming RFQs into accurate, review-ready quotations using product catalogs, technical specifications, pricing rules, and ERP data.
Before and after
The same work, redesigned.
Current manual workflow
- 01RFQ PDF arrives by email
- 02Estimator reads and re-types line items
- 03Specs checked against catalogs by hand
- 04Prices looked up across ERP screens
- 05Quote assembled in a spreadsheet
- 06Waiting on manager sign-off
AI-enabled workflow
- 01Customer RFQ arrives via email
- 02AI extracts products and specifications
- 03AI searches catalogs and technical manuals
- 04Product matches are validated
- 05Pricing is retrieved from your ERP
- 06Exceptions are flagged for a person
- 07Quotation is generated
- 08Sales representative approves
- 09Final quote is delivered
Try it
Process a sample industrial RFQ.
A sample RFQ with fictional product codes runs through extraction, matching, ERP pricing and review.
Incoming email · sample RFQ
RFQ-20418 — Northline Process Supply (sample)
CUST-4471 Ball valve 2" 316SS, 1000 WOG x24 CUST-4472 Pressure gauge 0–300 psi, 4" dial x40 CUST-4480 Gate valve 3" class 150 flanged x6 CUST-4491 Actuator, pneumatic, spring return (size TBD) x6 Delivery: 3 weeks · Ship to Houston, TX
- Extracting requirements
- Matching products
- Retrieving ERP pricing
- Flagging review items
- Drafting quotation
Results appear here as the agent works.
Agent capabilities
Document understanding
Reads PDFs, spreadsheets, drawings and free-text emails, including messy tables.
Technical matching
Maps customer part numbers and specs to your catalog, with alternates.
Pricing preparation
Applies price lists, customer terms, margins and quantity breaks from your ERP.
Exception routing
Flags uncertain matches and non-standard terms for the right reviewer.
System integration examples
- Outlook / Microsoft 365
- SAP, Oracle, NetSuite or Dynamics
- Product catalog & PIM
- Salesforce or HubSpot CRM
- SharePoint technical manuals
Human approval & security
- Every quote approved by a named sales rep
- Confidence score on each line match
- Margin floor rules enforced
- Full audit trail of edits
Potential business impact
- Quote turnaround time
- Quotes processed per employee
- Product matching accuracy
- Win rate on fast-response quotes
Relevant industries
Related solutions
FAQ
Does it send quotes without a person?+
No. Quotes are drafted for review. Your team decides what goes to the customer and can set rules for when review is required.
What if our catalog data is messy?+
That is normal. Discovery includes a data review, and the agent learns from approved corrections over time.
Which ERP systems do you work with?+
We integrate through APIs, database connectors or exports with common ERPs and custom systems.
Is ai quotation agent right for your team?
Tell us how the work runs today. We'll tell you honestly whether a custom AI agent makes sense.