Time saved
Less manual reading and copying. The same team can handle more enquiries.
AI Engine module · Quoting agent
From enquiry to a quote ready for approval.
For businesses where a quote requires product selection, parameter checks, catalogues and price lists.
What the agent does
Reading the request and 2 attachments
specification.xlsx · drawing-A12.pdf
Identifying the items0 / 38
Matching them to the catalog
36 matched · 2 for the sales rep to decide
Prices and framework agreement discount
7% discount · valid until Dec 31
Client’s order history in the CRM
last 3 orders
Building the quote in the company template
PDF + item sheet
Quote QT/2026/1042
Ready for reviewFor
Procurement · B2B client
Delivery date
by Nov 28, 2026
Aluminum profile 40×40120 mPLN 18,600
Corner bracket480 pcsPLN 6,240
Ball valve DN2564 pcsPLN 9,920
Pneumatic actuator24 pcsPLN 31,440
+ 34 items
Net totalPLN 0
Review and sendEdit
Sent to client · 1 day instead of 7
Module demonstration with sample data.
Workflow
How the agent works
From the inquiry to an offer ready for review. Each step uses product knowledge and the company’s pricing rules.
Reads the enquiry and attachments.
Selects products using agreed rules.
Prepares a quote with prices from company systems.
A person approves the result and resolves exceptions.
The effect combines faster work, more responsive sales and the ability to handle more complex inquiries.
Sales and revenue
A faster response leaves more time for customer conversations and a better quote.
Integrations
Possible integrations
Integrations give the agent the context and tools for the agreed workflow.
ERPCRMConfiguratorsCatalogues and price listsEmailTeams
We confirm the scope after reviewing data, permissions and interfaces.
Launch conditions
We agree launch conditions after reviewing the data and integration scope. Together, we define the process, preparation needed and acceptance criteria.
Skills and processes
- Enquiry intake
- Requirements analysis
- Product selection and configuration
- Quote preparation
- Approval handoff
Getting started
Let’s check readiness to start
You do not need everything ready in advance. Together, we review these areas, identify gaps and agree what to prepare before a pilot.
Work examples. Gather a typical enquiry, a correct quote and a difficult exception. Together, we will define what a good result looks like.
Product knowledge. Let’s check catalogues, prices, availability and selection rules. We will identify gaps within the chosen scope.
Systems and permissions. Agree where data comes from and where a quote goes next. With IT, we review integration options and test access.
Responsibility. Identify who approves quotes and resolves exceptions. Together, we agree the pilot scope and how to assess results.
In practice
A manufacturing company
The agent prepares the quote and a salesperson checks and approves it. When the agent handles the enquiry, the customer receives the quote within a day, rather than a week.
Explore case studiesPricing
What the price depends on
Quote complexity
How many products, variants and exceptions the agent has to identify in an enquiry and select according to your rules.
Catalogues and ERP
The state of your catalogues, price lists and selection rules, and how many systems the agent pulls data and prices from, such as ERP, CRM or a configurator.
Security and environment
IT requirements for access and for where the agent runs, in the cloud or on your servers.
The first call is free. We quote the price after reviewing the data and integrations, and when the idea first needs testing on your data, we start with a feasibility study.
Let’s talk about the work you want to improve.
Tell us how a process works today. Together, we will explore where AI Engine can help and which module to start with.
Book a callOr write to: hello@wearefuture.ai
