Quote & Order Agent
Sales orders and quote requests arrive in every format and have to be retyped into the ERP, at the exact point where revenue is created. The Quote & Order Agent handles that path automatically, and routes only doubtful cases to a person.
A proven building block, fitted to your process
A building block we have deployed before, configured to your formats, your ERP, and your pricing logic.
Revenue waits while someone retypes.
Free text, PDFs, purchase orders, technical specification sheets: someone has to read them, extract the right data, and transfer it manually into the ERP.
That costs time, introduces errors, and keeps customers waiting. Pricing from technical specs also requires scarce expertise.
One agent, the whole path from request to order
Picks requests from the mailbox
It pulls incoming orders and quote requests out of the mailbox, in any format.
Recognizes the data
It extracts the relevant order data, including from technical specification sheets.
Structures into the ERP
It maps everything into a standard format the ERP turns into an order or a quote.
Prices & routes exceptions
It completes pricing parameters where applicable; doubtful cases go to a person, the rest runs through.
Everything to automate intake and quoting
Faster from request to order with fewer errors.
Faster turnaround from request to order or quote, fewer input errors, more consistent pricing, less dependence on individual experts, and staff freed up for exceptions and customer contact.
Every order follows the same pattern
Unstructured in, structured into the ERP, the same pattern, so deployable again and again, without custom work.
deployed at
