Solutions / Enquiries and quotes
From the inbox
to the next step.
AI automation for sales enquiries and quotes in service businesses, distributors and installers. Classify emails, consult approved pricing and prepare drafts for your team to review.
How quote automation works.
- Classify each enquiry and extract client, location, need and documents.
- Identify missing information and prepare a reply to request it.
- Generate a draft with approved prices, rules and conditions.
- Record pending tasks and remind the team to follow up.
What is needed.
- A defined inbox or incoming channel.
- Up-to-date prices, documentation and commercial criteria.
- Agreed access to the management system and a responsible person.
The pilot test
Measure before expanding.
Time from receipt to reviewed draft, unattended enquiries, necessary corrections and follow-up continuity.
Defined limits
Clear responsibility.
No invented prices or confirmation of technical feasibility without the necessary data and review.
Scope, budget and acceptance criteria are set out in a specific proposal. Project leadership is personal and direct, with trusted specialists when required.