Solutions
Quote & RFQ assistant
Turn inbound RFQs and quote requests into structured quote drafts your team can review before they hit the customer.
Intake to draft canvas
Parse the RFQ, draft lines and lead times, flag what still needs a human price.
Intake
Email and PDF RFQs land in one queue.
Structure
Lines, quantities, ship-to, and due dates extracted.
Draft canvas
Quote lines with margin guardrails and open prices.
CRM handoff
Reviewed draft into the CRM for the rep to send.
What we build
- RFQ intake from email and attachments.
- Structured line extraction against your catalog.
- Draft quote canvas with review and price gates.
- CRM write-back after human approval.
What it needs
Sample RFQs, pricing rules or owners, and CRM field map. Related: Document Automation.
Next step
Start with an Assessment
Get a ranked Automation Opportunity Map of where AI pays off in your operations, then build the first wins.