Use case
AI Quote and RFQ Intake Agent
An AI agent that reads every RFQ, matches it to your catalogue and drafts the quote, for your team to approve.
Who it's for
Distributors, manufacturers and brokers whose inside sales team re-keys requests from email, PDF and spreadsheets.
What the agent does
- Reads requests from email, PDFs, spreadsheets and web forms
- Matches items to your catalogue, including customer part numbers and substitutes
- Applies your pricing rules and flags anything outside them
- Drafts the quote in your system and lists what is missing or unclear
What stays with your people
Your team checks and approves every quote before it is sent. The agent prepares; it never commits to a price or a delivery date on its own.
How to get it
Pick the level of help that fits
Questions
Does it work with our ERP?
Yes, where the ERP has an API, an import or a usable screen workflow. We confirm this in the discovery session.
What about unusual requests?
It flags them for a person instead of guessing. You set the limits.
How do we know it's working?
We measure quote turnaround and accuracy on your real requests during the discovery sprint, before you commit to a build.
More
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→Not sure where to start?
Book a free discovery session. We'll look at your work together and tell you plainly where AI would help — and where it wouldn't.