RFQ processor agent.
Reads incoming RFQs from email or PDF, matches line items to your SKU master, and drafts a structured quotation for the rep to review.
The problem it solves
RFQs arrive in dozens of formats, email bodies, attached PDFs, scanned spreadsheets. A salesperson spends an hour parsing each one before they can even start quoting. Most of that hour is rote work: matching the customer's wording to the right SKU, looking up current pricing, checking stock.
What the agent does
- Pulls in the RFQ from a monitored email inbox or upload.
- Extracts line items, quantities, delivery dates, and special terms.
- Matches line items against your SKU master, including fuzzy matches when the customer uses non-standard wording.
- Drafts a quotation with current pricing and stock status, flagging items that need rep attention.
- Routes to the rep for review and a one-click send.
Other topics in this category.
Quotation generator agent
Assembles structured, on-brand quotations from your price book, costing logic, and project context, in seconds.
Payment reminder agent
Drafts customer-appropriate payment reminders the moment an invoice goes overdue, escalating tone over time, always under human approval before sending.
Inventory alert agent
Watches stock levels, lead times, and demand patterns, alerts the right person before a stockout becomes a missed sale.
Document checker agent
Reads incoming documents, DOs, invoices, POs, contracts, and flags discrepancies before they become disputes.
Start with a workflow audit.
Two weeks. We study your operations, map where an AI-native ERP and embedded agents create the most leverage, and show you exactly what a custom system would look like for your business, before you commit to building anything.
You walk away with
- A workflow map
- A system architecture proposal
- A phased build plan
- A fixed-price quote
- You don't need another SaaS subscription that almost fits.
- You don't need an ERP rollout that takes two years.
- You don't need to become a software builder yourself.
- And you shouldn't have to buy custom software from a static PDF.
Any workflow. Any system.