Industry

Quotation Draft Agent

It is not the arithmetic that eats the afternoon. It is the searching and retyping.

Creates the draft quotation directly in the system, with prices from the ERP system, never from the model.

Open agent
Public administration

Four processes that take up the most time today

Developed in Germany · Hosted in the EU

Developed in Germany · Hosted in the EU or on-premises

Delivered together with

STACKIT Sovereign hosting in Germany, single-tenant from the first user.
Rödl Legal, tax and compliance expertise for legally sound deployment.
4P Consulting Advisory and implementation for the public sector, starting with the AI readiness assessment.

Twenty-two line items, twenty-two article lookups, twenty-two prices to copy across.

The enquiry arrives by email with the customer's parts list, in the customer's own descriptions rather than yours. For each line someone finds the matching article, pulls the current price from the ERP system and creates the line item in the quotation system. At the end, someone reads it all a second time, because transposed digits creep in when figures are copied across.

22enquiry linesThe customer's parts list has 22 lines in the customer's own descriptions.
3lookups per lineFind the article, check the price breaks, check availability.
66lookups in totalThat is how many times someone opens the ERP system for this one quotation.
1correction passThe finished draft is read a second time against the enquiry.

Inside sales no longer has to do the 66 lookups; with 55% faster quotation preparation, the team reviews the 22 pre-filled items and resolves the three lines left without a match.

The 55% speed-up in quotation preparation is this agent's headline figure. Twenty-two enquiry lines with three lookups each represent a mid-sized enquiry in inside sales and are illustrative, not logged.

Three steps through the process.

The agent pulls prices from the ERP system and never from the model; inside sales approves the draft.

Match enquiry lines to the article master

The agent reads the parts list from the customer enquiry and finds the matching article for each line. It creates lines without a clear match as blank items and flags them.

Enquiry AN-8207, 22 lines, 19 clearly matched

Pull prices from the ERP system

For every matched article the agent pulls the current price, including price breaks and customer terms, from the ERP system. If it cannot find a price there, it does not enter one.

19 items priced, price break at 50 units applied, 3 items without a price

Create the draft quotation in the system

The agent creates the draft with all items in the quotation system and attaches the enquiry as a supporting document. Inside sales reviews the flagged lines and approves the draft.

Draft ANG-2026-0731, 22 items, 3 flagged for clarification

What the agent does not do.

It does not send quotations.

It creates the draft in the quotation system. Inside sales signs off dispatch and terms.

It does not set discounts or special prices.

It applies the customer terms stored in the system. The head of sales sets special prices.

A custom-made item without an article number does not appear in its draft.

Line 21, the special length, stays blank and goes to inside sales as an open item, where the costing team completes it.

Connected systems

  • ERP system
  • CRM
  • quotation system

Operations

  • Deployment modelEU cloud or private cloud
  • Data processingGDPR-compliant, no model training on your data
  • Responsible teamsInside sales, costing

The questions that come up before the first meeting.

How quickly is the Quotation Draft Agent ready to use?

A pilot typically runs on your own data within 6 to 8 weeks. The agent connects to your existing systems rather than running as a separate, parallel environment.

Where is the data processed?

EU cloud or private cloud. Processing is GDPR-compliant and models are never trained on your data. Details in the Trust Center.

Where does the figure “55% faster quotation preparation” come from?

It is based on experience from comparable projects and process benchmarks, not a commitment. We work out the realistic effect for your organisation during the assessment before the pilot.

Related agents.

Intake review, case 2026/04711

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