Automating quotations · technical B2B companies
From enquiry to a quotation draft ready for review.
Less searching through documents and copying data: we connect your enquiries, product data and existing systems. AI prepares requirements, clarification questions and quotation inputs. Your team reviews and approves.
Assign documents and requirements to the correct case.
Use approved sources and comparable cases.
Pass drafts, assumptions and open points on in a verifiable way.
A short explanation
From requirements to clear questions
Spot contradictions and missing details, cite the source and prepare the next question.
English · about 1 minute · with captions
Example
What your quotation draft could look like.
These illustrative data show the process: sources, assumptions and open questions remain visible. Binding prices and sending the quotation require approval by your team.
“Dear Sir or Madam, please find attached the documents for the Linz South project. We kindly request a quotation for the items listed in the BoQ. For execution details, see drawing …”
Items 1–7 taken from the BoQ and matched to the product range.Source: BoQ_Extract.pdf, pages 3–5
Material 1.4571, length 6,400 mm as per drawing.Source: Drawing_1084-A3.pdf
Delivery to site assumed – not specified in the BoQ, flagged in the draft.
Drive power missing from the documents – query to the customer prepared.
Prices from the ERP; dispatch only after review by sales and engineering.
The example shows the structure of the result. Which fields, rules and approvals your process needs is determined from 3–5 real enquiries in the Quotation Process Assessment – based on your real cases.
Illustrative Workflow
Four steps with clear expert oversight.
We define the scope using real enquiries. In the pilot, we compare processing time, missing information and required corrections with your current workflow.
01
Assign the Input
Capture the email, sender, project context and attachments and assign them to the correct case.
02
Clarify Requirements
Expose features, quantities, deadlines, standards and missing information in a structured way.
03
Use Relevant Knowledge
Use approved product data, documents and comparable cases with source references.
04
Hand Over Verifiably
Prepare clarifying questions and quotation inputs, obtain expert approval and hand them over to target systems.
Suitability
When Is a Closer Assessment Worthwhile?
Strong prerequisites: recurring technical enquiries, several involved systems, representative documents, a responsible specialist team and a measurable bottleneck.
Weak prerequisites: very few cases, exclusively standardised product orders, no dependable sources or the expectation of fully autonomous quotations without expert approval.
Further Reading: Automating Technical Customer Enquiries shows the workflow from initial input to a verifiable draft. The Data Inventory Before Quotation Automation provides the review areas for the first workshop.
If the prerequisites are still unclear, the Quotation Process Assessment analyses 3–5 real enquiries and scopes a measurable pilot. A pilot can be designed directly for an already well-described process. The AI Consulting for Machinery Companies places the quotation process in the context of other potential AI applications across the company.
Next Step
Is this a good fit for your quotation process?
In 30 minutes, we discuss your bottleneck, the systems involved and a practical starting point. A personal call with Martin Trixner, free and without obligation.