Quote Request Intake
Processes incoming quote requests via email and forms: extracts specifications, checks feasibility and routes to the right sales team member.
At a glance
Up to 8 hours/week
time saving
Up to 6x within 3 months
expected ROI
Live in 2 weeks
from intake to production
GDPR-compliant
EU hosting & human-in-the-loop
Time savings and ROI are indicative and depend on your process, data and volume.
Before & after
From manual to automatic
Slow quote processing costs you orders to faster competitors
- Quote requests come in via email, phone and forms — there's no standardized process.
- Figuring out specs, availability and pricing takes the sales team hours per request.
- Requests pile up during busy periods, causing customers to switch to faster competitors.
From request to quote in hours, not days
- Automatically extracts specifications, quantities and deadlines from quote requests via email and forms.
- Checks availability and delivery times in your ERP and flags bottlenecks immediately.
- Routes the request to the right sales team member based on product category, region or customer value.
- Generates a draft quote based on standard price lists that the sales team can customize.
Workflow
How it works
See how the agent moves through the process step by step — you stay in control of every decision.
Workflow in action
Quote Request Intake · Automatic processing of incoming quote requests
Receive request
apiStep 1 of the automated process.
Extract specs
analysisStep 2 of the automated process.
Check availability
dataStep 3 of the automated process.
Route to sales
outputStep 4 of the automated process.
Generate draft quote
apiStep 5 of the automated process.
0
Steps completed
5
Total steps
What it delivers
Respond faster, win more orders
By automatically processing and routing quote requests, you respond faster and win more orders.
faster intake
increased processing capacity
through faster response
Figures are indicative and depend on your processes and volume.
Integrations
Works with your software
Koppelt met ERP, CRM en emailsystemen.
ERP
CRM
Frequently asked questions
Does this also work with requests in English?
Yes, the agent processes requests in Dutch, English and German. Other languages on request.
No matching agent? Have a custom AI agent built
Your process is unique. We build AI agents tailored to your workflow, integrations and goals. Contact us for a free intake.
Get started with Quote Request Intake
Book a free 30-minute intake. We analyse your situation and put together a tailored proposal.