From Excel to AI-Powered Quotations

Client

Who We Worked With

An industrial sales organization where quotations were built by hand in Excel and routed through email chains for pricing and approvals.

Problem

The Business Problem

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 They 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

Data Sources Used

• Product catalog and configuration rules
• Pricing tables and discount policies
• Historic quotations and won-deal patterns
• Customer master data and account history

Solution

What We 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 We Connected

• 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

Project Timeline

Pilot for one product family in 6 weeks. Full catalog and sales team rollout within one quarter.

Governance

Security & Compliance

• 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