Automation / Quote preparation
Turn incoming requests into prepared quotes.
Prepare quotes using your product catalog, customer prices, stock and discount rules.
What we connect.
Customer requests, product catalog, available inventory and negotiated terms.
We first review your data and the access available. Scope, approval rules and exceptions are agreed before implementation.
What the agent does.
- Identify requested products and quantities.
- Apply customer prices and approved discount rules.
- Flag ambiguous items and prepare the quote for review.
The deliverable
Quote preparation, ready to review.
A prepared quote with unresolved items clearly marked for your team.
Cases needing judgment go to your team. We monitor the workflow and maintain the connections.
Implementation and ongoing operation are quoted by scope and volume. Available independently of the Relevo platform.
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