Industrial quotation automation
Move quotations through product selection and pricing with less manual work
An anonymized industrial sales engagement replacing disconnected spreadsheet and email steps with a guided quotation workflow.
Why quotations were taking too long
Sales staff assembled quotes manually, searched product and pricing information and waited for clarifications through email. Knowledge of the catalogue sat with a few experienced people. The published baseline describes multi-day turnaround and inconsistent manual preparation.
What NeoBram delivered
The engagement combined guided product selection, catalogue and price-table connections, quotation templates and a route into CRM and ERP processes. Non-standard pricing retained an approval step. The brief describes centrally governed rules, an audit trail and customer information kept within the customer's environment.
What the engagement reported
The published account reports same-day quotation responses, more consistent pricing and reduced manual errors. It describes a one-product-family pilot in six weeks and a wider rollout within one quarter. Customer records, transaction counts and a quantified error comparison are not public. Faster quotation preparation does not by itself demonstrate more sales, higher margin or a universal response time.
Build the business case around the complete quotation
For your workflow, count the time from a usable enquiry to an approved quote. Separate active preparation from customer waiting time. Check product suitability, price validity, exception handling and approval effort. Include catalogue maintenance and integration costs. The best design may combine ordinary rules, search, language models and automation; the technology should follow the commercial task rather than determine it.
More clarity
Questions and answers
Can AI approve unusual discounts?
Only within an agreed authority model. Commercial owners retain approval for exceptions and commitments.
What information should we bring?
A representative enquiry, approved quotation, product catalogue and an explanation of pricing and approval rules are useful starting points.
Start with one business problem