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 software and 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. any.software.