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DistributionReference scenario
Turn emailed orders into quotes in under an hour
An agent reads quote requests and purchase orders received by email, matches the references, prepares the quote and hands it to the sales rep.
B2B distributor
Context
Customers send requests as PDFs, photos or in the email body. An assistant re-keys them into the ERP, delaying quotes and creating reference errors.
Before
- Orders re-keyed by hand
- Wrong references and quantities
- Quotes sent the next day
With the agent
- Order lines extracted automatically
- References matched to your catalogue
- A quote ready to approve within minutes
The system
Triggers
Email requests
PDFs and photos
AI agent
- Reads the request in any format
- Extracts references and quantities
- Matches catalogue and customer prices
- Prepares the quote
You approve
The rep approves
They check doubtful lines flagged by the agent and send.
Actions
Quote ready
Deal created
Target gains
Typical goals for this kind of system, to be confirmed during the audit.
- manual data entry
- -70%
- manual data entry
- to send a quote
- < 1 h
- to send a quote
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