Case 06

Quote Preparation from Customer Inquiries

The information for a quote already exists. It is just scattered.

Today

Sales engineering assembles quotes from inquiries, specifications, past quotes, product data, price lists and internal rules.

Who does the work

Today6 of 6 with a human

With workflow1 of 6 with a human

01Document analysis
02Requirements extraction
03Product and service matching
04Research of past quotes
05Price preparation
06Expert review

One mark: one work step, in workflow order. Today a person handles each of them.

What it is measured by

Time to prepare a quote
Response time
Quote-to-order rate

The workflow

Comes in
Customer inquiries with specifications
AI understands
Requirements and similar projects
- Extract and classify requirements
- Find similar past quotes
- Detect missing information
Software checks
Prices, margins, discount limits
- Product compatibility
- Approval rules
Lands with a human
A prepared quote to review
- A whole case instead of a text snippet
- Expert review and finalization

AI prepares the quote. The expert makes the decision.

Case 01
Data capture from approved documents
Models propose, code decides. Code reads what it can read reliably. AI fills in the rest. The human reviews instead of typing.
Case 02
Articles from Researched Sources
Not every draft has to succeed. Only what passes the review gets published. AI writes. Rules decide what moves on. Humans set the rules.
Case 03
Social Media Posts for Every Article
Nobody writes posts anymore. A human decides what a post may do. AI picks and writes. Code checks and posts. A human sets the rules.
Case 04
Inquiries Captured in Conversation
A form asks what it knows. A workflow rarely fits into the first sentence. The agent asks. Software checks the brief. Only what a human approves is sent.
Case 05
Invoice and Purchase Order Verification
The standard case is rarely the problem. The effort comes from the deviations. Automate the standard. Give humans the exceptions.
Case 07
Technical Document and Compliance Review
The review takes expertise. Finding the evidence does not. AI prepares the compliance review. The decision stays with the responsible human.
Case 08
Customer Support → Engineering
The bottleneck is not the technical analysis, but the missing context. Engineering gets the relevant context before the actual analysis begins.
Case 09
Supplier Comparison in Purchasing
Every offer arrives in a different format. Comparison starts once they all look alike. AI structures the comparison. The purchasing decision stays with the human.
Case 10
Contract and Order Review
The goal is not to approve contracts automatically, but to find deviations reliably. AI finds, structures, compares and escalates. Humans decide and take responsibility.
Case 11
Master Data Cleansing and Entity Resolution
One company, three spellings, two IDs. An exact match will not find it. AI finds candidates. Rules limit the matching. Humans decide when in doubt. Only then does the system write.