Quote and RFQ management involves receiving customer requests, extracting details, calculating pricing, and generating proposals manually across email and spreadsheets. Manual handling causes delays, data entry errors, and inconsistent follow-up that frustrate customers and tie up sales staff.
Automation captures incoming requests, extracts customer and product data, looks up pricing and inventory, calculates totals with margin checks, and generates branded proposals ready for approval or delivery. Sales staff focus on closing deals instead of administrative work.
The full workflow, from trigger to completion.
Quote request arrives via email, web form, or customer portal and is captured by the automation platform.
The automation parses the incoming request, identifies customer name, product codes, quantities, and special requirements, and validates against known customer records.
The automation queries the pricing and inventory database to retrieve unit costs, volume discounts, and stock levels for each product.
The system calculates line totals, applies discounts, adds shipping and tax, and verifies margins against policy thresholds.
A proposal document is automatically generated with customer details, product specs, pricing, terms, and company branding, ready for review.
The proposal is sent to the sales manager with a direct link to approve or request changes, with a 4-hour timeout.
Once approved, the proposal is automatically sent to the customer and logged with a follow-up reminder.
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