AI Quote Automation Demo

Transform quote preparation with AI that reads, understands, and generates quotations automatically
AI Quote Automation Demo

Try Our AI Quote Automation Demo

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Multi-format Ingestion

Accepting PDFs, Excel files, emails, hyperlinks, and unstructured text.
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Built For Real Operations

Enterprise-grade, scalable stack (Docker, Azure, FastAPI, PostgreSQL) built to support quote-to-order and quote-to-invoice automation.
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Deployment & Integration Options

Flexible deployment across cloud, hybrid, or on-premise environments, fully compatible with major ERPs (SAP, Oracle, Netsuite, Odoo) and modern CPQ platforms, with optional API integration for full quote-to-cash automation.

Quote-to-Cash Pipeline Overview

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01. AI Document Understanding

  • Scanned or digital PDFs, Excel sheets, plain-text emails, itemized lists
  • Documents with inconsistent layouts or mixed languages
  • Irregular tables, multi-language inputs, and messy document structures
  • Powered by GPT-5, Gemini 2.5 Pro, Claude Sonnet 4, and Grok 4, selected per demo for optimal performance

Automatically reads and interprets diverse document formats, extracting structured data from messy, multi-language, or irregularly formatted inputs.

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02. Quote Processing Automation

  • Automated data extraction
  • Classification and normalization of items
  • Cross-referencing with catalog or ERP data
  • Supplier or historical price selection
  • Confidence scoring for every matched item

Transforms raw requests into normalized, catalog-matched line items with pricing and confidence scores for end-to-end automated quote preparation.

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03. Automated Product & Service Matching

  • Hybrid engine combining vector search and fuzzy matching
  • Identifies correct catalog equivalents even when codes or names don’t align
  • Generates match confidence scores for every line item
  • High-accuracy matching between extracted items and ERP records
Accurately maps extracted items to catalog or ERP entries using hybrid vector and fuzzy matching, even when names, codes, or descriptions differ.
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04. Retrieve pricing from historical or ERP data

  • Pulls last purchase prices, average costs, and vendor history
  • Recommends pricing based on historical patterns and configured rules
  • Ensures consistent pricing for CPQ quote automation and quote-to-close processes
  • Integrates with ERP pricing logic for SaaS or B2B quote-to-cash automation
Applies historical pricing, vendor data, and configurable rules to recommend consistent, data-driven prices ready for quote-to-close workflows.
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05. Quote Proposal Generation

  • Generates structured quote files with matched items and pricing
  • Provides price recommendations with confidence indicators
  • Exports ERP-ready output (Excel, JSON) for downstream automation
  • Supports templates for CPQ, quote-to-order, or quote-to-invoice workflows

Generates structured, ERP-ready quotes with matched items, pricing, and templates, producing outputs ready for CPQ, quote-to-order, or quote-to-invoice workflows.

Generates structured, ERP-ready quotes with matched items, pricing, and templates, producing outputs ready for CPQ, quote-to-order, or quote-to-invoice workflows.

Applies historical pricing, vendor data, and configurable rules to recommend consistent, data-driven prices ready for quote-to-close workflows.
Accurately maps extracted items to catalog or ERP entries using hybrid vector and fuzzy matching, even when names, codes, or descriptions differ.

Transforms raw requests into normalized, catalog-matched line items with pricing and confidence scores for end-to-end automated quote preparation.

Automatically reads and interprets diverse document formats, extracting structured data from messy, multi-language, or irregularly formatted inputs.

What You'll See in the Demo

This interactive demo gives you a hands-on view of efficiency, accuracy, and workflow integration before committing to a full implementation.

  • Upload and Process Your Documents: Upload PDFs, Excel files, emails, or multi-file sets for processing. The AI parses line items, services, quantities, and descriptions, normalizes them, and matches them to your catalog.

  • Generate ERP-Ready Outputs: Receive results in Excel or JSON formats, structured and ready to integrate into your ERP or quoting workflow.

  • Test & Review: Explore the generated quotes, validate item matching, pricing, and formatting, and see confidence scores for each line item.

  • Refine & Plan Next Steps: If you like the results, we discuss customization, workflow integration, and scaling to full quote-to-cash automation.

Each demo is tailored to your business, prepared individually based on your document types, workflow, and quoting requirements.

Performance Benchmark

Compare leading AI for quote automation

Read our full analysis

Why Custom AI Instead of Off-the-Shelf CPQ?

  • Supports your unique product and service hierarchy
  • Handles configurable options, bundles, and complex SKUs
  • Automatically maps catalog items to incoming quote requests

Custom AI can parse and price multi-service requests, service packages, and project-based quotes that standard CPQ tools often cannot handle. This ensures accurate, data-driven proposals for service-heavy industries.

  • Reads PDFs, Excel sheets, emails, and itemized lists in multiple languages
  • Consolidates data from scattered documents
  • Reduces manual entry and errors in complex quote scenarios

  • Pulls historical pricing, ERP data, and supplier quotes
  • Applies custom rules for preferred vendors, margin thresholds, and bulk orders
  • Ensures pricing is consistent, competitive, and auditable

Tailored for enterprise or B2B SaaS operations, our system manages long approval chains, complex discounting, and multi-entity transactions—processes that out-of-the-box CPQ often struggles with.

Automates the flow from quote approval to ERP order creation, contract drafting, and invoice generation. Unlike standard CPQ software, our AI connects the entire quote-to-cash lifecycle for faster, error-free processing.

Book a demo

Test the demo with your own documents

Tell us about your use case so we can prepare a tailored demo.

Please include:

  • What workflow you want to automate
  • Document formats you receive (PDF, Excel, email, mixed)
  • Any catalog, pricing, or ERP integration requirements
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FAQ

Yes. We support API-based integration as well as Excel exports for systems without modern APIs.

Our hybrid search and classification pipeline achieves high match accuracy on messy, mixed-format datasets.

We evaluate your documents, define a tailored automation strategy, and outline the scope for a production-ready solution.

It's the use of AI to read incoming requests, extract items, match them to your catalog, retrieve pricing, and generate a complete quote automatically.

The most reliable systems combine layout parsing, OCR, vector search, fuzzy matching, and historical pricing logic—exactly the architecture our platform uses.

We design fully custom systems aligned with your data, catalog structure, and workflow—not generic templates.
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