From request to approval: your AI employee captures requests, prepares the costing, drafts the quote, and follows up. You approve.
Requests arrive by email, phone note, or portal and have to be manually translated into order number, customer, scope, and deadline, often late, because no one has time right away.
Material prices, time estimates, and surcharges get pieced together from old quotes, price lists, and past experience 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.
Material, dimensions, tolerances and machining steps first have to be read from the drawing before any calculation can start.
Bottlenecks specific to your workflow are included in the scope.
The agent prepares, you approve.
Captures incoming requests from email or portal, matches them to the right customer and scope, and creates the quote record with all key details.
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.
Reads technical drawings, recognizes material, dimensions, tolerances, and machining steps, and finds similar parts and earlier costings in your ERP.
Your own checks, exceptions and rules, built in like the standard.
Your sales team prices and negotiates. The AI employee handles the prep work and the follow-up.
Proven agent logic, mapped individually: your process, your checks, your software landscape. Tailored, not off the rack.
30 minutes, one process from your business.