Inbound RFQ to reviewed quote.
Typical situation
You sell to businesses, so most enquiries arrive by email or messaging app, in the buyer's own format, with quantities in mixed units. Three or four people can answer pricing questions, and the current price list lives partly in a spreadsheet and partly in their heads. A quote is assembled by hand from an older quote that looked similar.
Where it usually breaks
Not at the writing — at the reading. A missing specification, an unusual unit, a destination the price list does not cover: each one needs a person to notice it, and noticing is the step that fails when ten enquiries arrive in the same hour. So the enquiry waits, or leaves as a quote built on an assumption nobody wrote down.
Where the human stays
Pricing approval does not move. The agent extracts the requirement, flags what it could not read along with a confidence score, applies only authorised prices, and drafts. A named approver — sales lead or commercial manager, agreed per client — reviews before anything leaves. Any line below your margin floor, any new customer and any non-standard term routes to that person and is never sent automatically.
What we deliver
- An extraction queue that keeps the source sentence beside every field it filled
- A pricing rule table — units, delivery terms, margin floors — held in one editable place
- Approval routing with named approvers and a full revision history
- An evaluation set built from your past enquiries, with the correct reading recorded
- A quote template, a follow-up schedule and a status history per enquiry
- A written list of what the agent must refuse to quote
- A runbook naming who owns the rule table after handover
How we'd measure it
Four readings, agreed before build: extraction accuracy on the evaluation set, the share of enquiries that reach an approver without a correction, elapsed time from enquiry received to quote approved, and cost per processed enquiry including review minutes. Your numbers depend on your volumes, not ours.
What we would not do
We will not send a quote without a human approval step, and we will not let the agent invent a price, a lead time or a stock position it cannot read from your data. We do not replace your price list with a model's judgement, and we do not take a percentage of the orders this produces.