Automate quotes, with the right price for every customer
A quote request from email becomes a draft quote in your ERP, including the item, price and customer agreement. You check it and send it. The customer gets an answer sooner, and nobody has to search anymore.
Business Central- Item
- Quantity
- Price
- Delivery
A request in the inbox.
What does the digital colleague do with quotes?
It reads quote requests from email and prepares a draft quote in your ERP. That sounds simple, but a request is rarely complete. Customers use a description instead of an item number, leave out a size or delivery address, and have a price agreement only one colleague knows. It takes over that checking and following up. Anything it is unsure about, it puts to your team.
Understand the request
From the email or an attachment: which item, how many and when. Even when the customer uses their own description.
Follow up on what is missing
If a size, quantity or delivery address is missing, an email to the customer is prepared for your approval. It tracks the conversation and prepares a reminder when needed.
The right price and delivery date
Item, price and stock from your ERP, including volume breaks and customer agreements. Set prices and delivery dates per customer or product, or retrieve them from your existing systems.
Prepare the draft quote
The quote is ready in your own ERP. Deviations are flagged so you know what to check.
One request, from email to quote
At 07:42 a price request arrives in the shared inbox, without a finish. This is how it moves through the digital colleague, including the follow-up with the customer, before anyone in the back office looks at it.
Request received
From the shared sales inbox
Request read
What exactly is the customer asking?
Follow-up with the customer
What's missing, it asks
Price and agreements
From Business Central
Delivery date checked
Feasible in week 48?
Draft quote ready
In Business Central
The result appears once every step is done.You decide what a person sees
Approving takes one click. Once it keeps going right, you only see the exceptions.
At first you approve everything
At first you see every quote before it goes to your customer.
A rule per check
For each check you decide whether to see it always or only if something deviates. We agree together what may proceed without approval.
Everything traceable
Every step is recorded. Each quote can be traced back to its original request.
- Price matches customer agreementAlwaysOn deviation
- Item clearly identifiedAlwaysOn deviation
- Delivery date feasibleAlwaysOn deviation
- Follow-up to the customerAlwaysOn deviation
- New customerAlwaysOn deviation
Works in what you already have
It works in your own mailbox and ERP. Nothing needs to move and nothing is replaced.
- Business Central
Exact
SAP
AFAS
Ridder iQ
Isah
Odoo
Infor
Oracle NetSuite
Salesforce
HubSpot- Outlook
Excel
During the back office scan, we determine together which connections you need and what is possible in your environment.
Questions about automating quotes
Can AI create quotes from email?
Yes. A Flowstead digital colleague reads quote requests from email and attachments and prepares a draft quote in your ERP with the item, price and delivery date. Someone on your team checks and sends it.
What if information is missing from a quote request?
The digital colleague prepares an email asking the customer exactly what is needed, such as a size, quantity or delivery address. After your approval it is sent. Once the reply arrives, it completes the quote.
Does the digital colleague send quotes itself?
No quote goes to a customer without your team's approval. The digital colleague prepares it; you send it.
How does it know which price applies to a customer?
From your ERP: price lists, volume breaks and customer agreements. We record agreements that currently only exist in someone's head together. That knowledge remains yours.
What if a customer uses a description instead of an item number?
It finds the matching item and explains why. If unsure, it asks your team to choose. Every correction is recorded so it knows next time.
What if an item is out of stock?
The draft quote shows this, including what still needs to be ordered for the requested delivery date. Your team decides what to promise the customer.
What else it takes over
02OrdersEvery order entered correctly in your ERP, without anyone retyping it.
03Material planningKnow in time what to order, before an order gets stuck on materials.
04Shipping and customs documentsEvery shipment leaves with the right paperwork.
05Customer questionsCustomers helped faster. Only the exceptions still reach your desk.First, find out where things can improve.
Introductory conversationHalf a day on siteRoadmap
Not sure where to start? An introductory conversation with management and your back office, followed by half a day with your own orders and documents, helps us identify opportunities. You receive a roadmap per process, prioritised by impact and investment.
The scan is available as a standalone service. The roadmap is yours, even if you do not continue with us.