PDF, Excel, EDI 840, email body, Ariba/Coupa portal downloads. AI identifies the RFQ, distinguishes it from other email traffic, and routes it to the quote workflow automatically.
AI extracts every line: customer part number, description, quantity, unit of measure, required delivery date, and specification notes. Multi-page RFQs with hundreds of line items are handled in a single pass.
Customer part numbers are matched to your internal catalogue: exact match first, then fuzzy match on description and specifications. Historical cross-reference from prior quotes improves accuracy over time. Non-matches flagged for human input.
Pricing pulled from your ERP price list (SAP MM condition records, Oracle price lists, NetSuite pricing). Configurable margin rules applied per customer tier, volume bracket, and product category. Pricing stays inside your approved guard rails.
Formatted quotation generated in your template: company letterhead, itemised pricing, delivery commitments, terms and conditions, validity period. PDF or Excel output matching the format your customers expect and your contract requires.
Quote submitted to customer's Ariba/Coupa/Jaggaer portal via API, or sent by email. Quote status tracked: submitted, viewed, awarded, declined. Win/loss data feeds back to refine pricing recommendations.