Same day
Quote turnaround
Anonymized engagement brief
Industrial SalesQuote-to-Order
From Excel to AI-Powered Quotations
Replacing a manual Excel-and-email quotation workflow.
Engagement answer
NeoBram built an AI quotation tool that finds the right product from the catalog and generates the quotation in one flow, replacing the manual Excel-and-email chain end to end. The sales team now responds to customers the same day, with consistent pricing and far fewer manual errors.
Reported outcomes
What changed in the stated scope.
Standardized
Pricing consistency
Anonymized engagement brief
Reduced
Manual errors
Anonymized engagement brief
Removed
Catalog dependency on individuals
Anonymized engagement brief
These figures are not a guarantee or a benchmark for another organization. A new project requires its own baseline, scope, measurement method and acceptance test.
Client context
Who the brief describes
An industrial sales organization where quotations were built by hand in Excel and routed through email chains for pricing and approvals.
Business problem
What needed to change
Quotations were built by hand in Excel: find the right product, look up pricing, draft an email, wait for replies. Slow turnaround, error-prone, and entirely dependent on a few people who knew the catalog.
Baseline
Where the work started
- Quotations built manually in Excel
- Pricing and product lookups dependent on tribal knowledge
- Multi-day turnaround driven by email back-and-forth
- Inconsistent quotes and manual errors across the team
Data
Evidence used by the system
- Product catalog and configuration rules
- Pricing tables and discount policies
- Historic quotations and won-deal patterns
- Customer master data and account history
Solution
What NeoBram built
An AI quotation tool that finds the right product from the catalog and generates the quotation in one flow, replacing the manual Excel-and-email chain end to end.
Integration
Systems and interfaces
- Direct connection to catalog and pricing tables
- Quotation template engine aligned with brand and legal
- Sales user interface with guided product selection
- Hand-off to CRM and ERP for order conversion
- Approval workflow for non-standard pricing
Timeline
Reported delivery sequence
Pilot for one product family in 6 weeks. Full catalog and sales team rollout within one quarter.
Governance
Controls described in the brief
- Pricing and discount rules governed centrally
- Approval gates for non-standard quotes
- Audit trail on every generated quotation
- Customer data kept inside the client environment
- Customer owns the tool, the catalog logic and the data
Measurement method
How to read the outcome
- The page preserves the engagement's reported baseline, implementation scope and outcome labels.
- The customer dataset, calculation workbook and acceptance records are not publicly available for independent review.
- Any percentage, time or accuracy value applies only to the stated scope and should not be treated as a forecast for another site.
Limitations
What this brief does not prove
- Customer identity is withheld, so public reference checking is not possible.
- Performance depends on the original data, process, hardware, users, thresholds and review workflow.
- The brief does not establish causality beyond the engagement's reported comparison.
- Future buyers should define their own baseline, held-out test and acceptance criteria.
Build your own evidence record
Define the baseline and acceptance test before the pilot.
NeoBram will help turn one operating problem into a scoped, reviewable AI project and hand over the production capability.