From request to approval: your digital employee captures requests, prepares the costing, drafts the quote, and follows up - you give the final approval.
Requests arrive by email, phone note, or portal and have to be manually translated into order number, customer, scope, and deadline - often with delay, because no one has time right away.
Material prices, time estimates, and surcharges get pieced together from old quotes, price lists, and gut feeling instead of being pulled from a clean data foundation.
Before the quote can go out, sales, engineering, and management need to review and sign off - the loop runs on hallway conversations or email ping-pong and gets lost in the daily grind.
After sending, nobody systematically checks back with the customer because day-to-day work gets in the way - quotes go cold even though the deal was within reach.
There are surely spots in this process that are unique to you, where time is lost every day. Those are exactly the ones we take on.
The agent prepares, you give the approval.
Captures incoming requests from email or portal, matches them to the right customer and scope, and sets up the quote process with all the key data.
Assembles material, time, and price components from master data and prior quotes, and compares current purchase prices online when needed, so the costing is up to date.
Drafts the quote document using your template, with line items, prices, and terms - ready for expert review.
Kicks off the review round with sales, engineering, or management, collects feedback, and tracks approval status transparently before the final version is sent.
Tracks open quotes against a defined deadline, sends a friendly reminder to the customer, and reports responses or silence back to the team.
The individual checks, exceptions and rules that apply only at your company, the digital employee handles them just the same. That is the tailored fit.
Your sales team costs and negotiates - the digital employee handles the prep work and the follow-up.
The agent logic is proven and always the same. Your process, your checks, and your software stack are what we map individually. You get the tailored suit, not something off the rack.
In 30 minutes, we'll show you the concrete leverage in one of your processes.