Quote Request Intake with AI
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
How does the agent process an incoming quote request?
It automatically extracts specifications, quantities and deadlines from requests received by email or form, checks availability and delivery times in your ERP, and routes the request to the right sales team member based on product category, region or customer value. It can also prepare a draft quote from your standard price lists for the salesperson to finalize.
Does this also work with requests in English?
Yes, the agent processes requests in Dutch, English and German. Other languages are possible on request.
What does this agent cost and how long does implementation take?
Standard agents like this start from €2,500, custom builds from €5,000, depending on your ERP and CRM setup. Implementation typically takes around 2 weeks. A free, no-obligation AI scan is a good starting point.
How is customer and pricing data handled?
Data is hosted within the EU and a data processing agreement can be arranged. The agent only accesses the ERP and CRM data needed to check availability and prepare the quote.
Which ERP and CRM systems does the agent connect with?
The agent connects with ERP systems such as Exact Online, AFAS, SAP Business One and Navision, and CRM tools including HubSpot, Salesforce and Pipedrive, alongside Outlook and Gmail for incoming requests.
Does the agent send quotes to customers on its own?
No, the agent prepares a draft quote and routes it to the right salesperson; a human always reviews and finalizes pricing before it's sent to the customer.
Can the routing rules and price lists be adjusted to our sales structure?
Yes, routing rules, product categories and price lists are configured around your sales organization. We monitor how requests are handled and adjust the connections if your ERP or CRM changes.
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.
Deep dive
More from our knowledge base
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Read articlePraktischCreate Quotes 70% Faster with AI: How It Works
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You work directly with Erwin Berkouwer, founder of UnifyAI — no account managers or junior consultants in between.
Erwin has 8+ years of experience in data and AI (banking, retail, e-commerce) and applies the same AI automation internally that he builds for clients. Per project he brings in the right specialist from his network.
Read more about Erwin and the way we workGet started with Quote Request Intake
Book a free 30-minute intake. We analyse your situation and put together a tailored proposal.