Reads and extracts data from RFQs in PDF, Excel, or email

Validates part numbers, quantities, and lead times against your ERP system

Applies customer-specific pricing logic and business rules

Composes a quote response for intelligent routing or automated reply based on the rules of engagement

Flags exceptions and routes them to the right team member

Our Intelligent quote processing solution does the manual work so your team can focus on converting more sales. 

1

Connect

Integrates email with ERP, CRM, and pricing databases

2

Analyze

Intelligently parses incoming request to identify all relevant data to include PN, quantity and customer.

3

Apply rules

Executes customizable rules to take appropriate action based on your company’s engagement preferences.

4

Generate response

Composes quote response for intelligent routing, either an automated reply or routed to a team member based on the rules of engagement.

5

Data monitoring

Provides real data analytics, opportunity management and report generation all in a configurable dashboard.

Validate part number format before processing

Matches PN and quote with ERP inventory data

Identifies requesting customers and classifies existing customers, creates new profiles or routes appropriately

Automatically responds when all data is present, accurate and all customized conditions have been met for auto reply

2–3 second quote turnaround

Consistent, error-free pricing

Higher quote-to-order conversion rates

Less manual work for sales & CSR teams