Sales & order management
Quote agent: answer every quote request without delay
Read incoming RFQs from email, voicemail, and text, and generate accurate, ready-to-review quotes automatically, so you respond first and stop losing deals to slow follow-up.
Slow quotes lose deals
RFQs arrive scattered across email, voicemail, and text messages. Someone has to sort them, extract product details, confirm pricing, and assemble a quote, all under time pressure. Fragmented handling means delays, errors, and opportunities that quietly go to a faster competitor.
From request to ready-to-send quote
The RFQ agent automates the whole quotation workflow:
- Multi-channel capture: gathers requests from email, attachments, voicemail transcripts, and SMS so no quote opportunity slips past.
- Intelligent interpretation: extracts the products, quantities, and terms being requested, even from messy free-form messages.
- Automated quote generation: assembles an accurate quote with your pricing, ready for review.
- Human-in-the-loop approval: your team reviews and approves AI-generated quotes before they are sent.
- CRM and ERP integration: quotes and their outcomes sync with the systems you already use for pipeline and order management.
It gets sharper with use
The agent adapts to your team's edits and preferences, refining product matching and pricing accuracy over time. The result: faster responses, fewer misquotes, and a sales team focused on winning business instead of repetitive admin work.
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