AI Automator for Quotes and Purchasing.
From customer enquiry to supplier quotes, pricing, and purchase order. One connected workflow for trading companies, with people approving every step that matters.
Try it liveBest viewed on a larger screen. Available in English and Spanish.
The work it removes.
Quoting for a trading company usually means retyping customer requests, emailing several suppliers, chasing replies, converting currencies, and checking margins before a single quote can go out. Each step is manual, and each handoff is a chance for delay or error.
Workflow.
- Receive the enquiryCustomer messages arrive by WhatsApp, email, a customer portal, or a file.
- Extract the productsAI turns the request into structured product lines.
- Request supplier pricesQuotation requests are drafted for each supplier category.
- Compare offersReplies are converted to one currency and compared line by line.
- Check price historyPrevious purchases and quotations for similar products appear beside each line.
- Price and send the quotationSelling prices follow customer type, credit terms, and minimum margin.
- Confirm the orderPurchase orders are matched to the quotation, and results are reported.
Inside the product.
Receive the enquiry
Conversations and attachments are gathered in one inbox. A customer message becomes a quotation request in one step, linked back to the original conversation.
Extract the products
Descriptions, quantities, units, and categories are extracted for review. Unclear specifications are flagged, and duplicate or revised requests are detected before work starts.
Request supplier prices
Each supplier receives only the lines it can quote, with an Excel reply template. Customer identity and selling prices are never included. Drafts are approved before sending, and reminders follow up on missing replies.
Compare offers
Prices are compared per unit, including configured cost uplifts, with delivery, minimum order, and validity side by side. Anomalies and substitute brands are highlighted, and the best eligible offers can be selected in one click.
Check price history
See the last purchase price, the last price given to this customer, and the closest matching descriptions with their outcomes, so earlier prices can be reused once specifications are confirmed.
Price and send the quotation
Margins can be adjusted line by line, and lines below the minimum margin need an approved exception. The quotation is previewed, approved, and sent to the customer as a PDF.
Confirm the order
An incoming purchase order is checked against the sent quotation before the order is confirmed. Reports show win rate, order value, margin, response times, and the full quotation register.
Screens show an example workspace. Company names and figures are illustrative.
People stay in control.
Anything that leaves the company needs a person’s approval: supplier requests, pricing exceptions, and customer quotations. AI handles the reading, extracting, and comparing; your team makes the decisions.
Set up around your business.
Built for companies that buy from suppliers and resell to business customers. It is configured around your products, suppliers, documents, and existing tools, such as WhatsApp, email, spreadsheets, or an ERP.