Sales Quote Software

AI-PoweredSales Quote Generation Software

Turn customer RFQs into professional quotes in minutes, not hours. ERP Agent's AI reads any document format, matches products semantically, and applies your pricing rules automatically.

Generate Quotes Faster

See Demo

Quote #Q-2024-1247
AI Generated
For: Acme Industrial Corp
Valid until
Feb 28, 2024
Products
3 items
Total
€3,562.50
Industrial Valve X-500
AI
98% match
IV-X500 • Qty: 50
€2,250.00
€45.00/unit
10% volume discount applied
Pressure Gauge PG-200
87% match
PG-200 • Qty: 25
€712.50
€28.50/unit
Mounting Kit MK-150
AI
94% match
MK-150 • Qty: 50
€600.00
€12.00/unit
5% volume discount applied
Subtotal
€3,562.50
VAT (24%)
€855.00
Total
€4,417.50
AI applied customer-specific pricing & volume discounts
⚡ Generated in 12 seconds
10x
Faster Quote Turnaround Time

From RFQ to Quote in Minutes

No more manual product lookups, price calculations, or document formatting. Let AI handle the heavy lifting.

Inbox7RFQ EmailsParseMatchPriceAI ProcessingERPQuote Database
1

Upload Customer Request

Drop in an RFQ document - Excel, PDF, email, or any format. The AI extracts product requirements automatically.

2

AI Matches Products

Semantic search finds the right products from your catalog, even when customer descriptions don't match exactly.

3

Review & Send Quote

Get a formatted quote with customer-specific pricing. Review, adjust if needed, and send directly from your ERP.

Smart Quote Generation Features

AI-powered capabilities that make quote generation faster, smarter, and more profitable
AI-Powered
Smart Product Matching
Matches products even when customers use completely different names. Trained on your historical data.
Customer asks:
"50 units of those red industrial shut-off things"
AI matched to:
96% confidence
Industrial Valve X-500 (Red)
Product code: IV-X500-R
Data-Driven
Intelligent Pricing
Sets prices based on what actually closed before, plus automatic volume discounts.
List price
€50.00
Historical avg (this customer)
€47.00
Volume discount (50+ units)
-€2.00
AI suggested price
€45.00
Based on 47 closed deals with this customer
Revenue Optimizer
Smart Upsell Suggestions
Suggests additional products typically sold together, increasing order value automatically.
Customer requested:
50× Industrial Valve X-500
AI suggests adding:
82% buy together
50× Mounting Kit MK-150
+€600
25× Pressure Gauge PG-200
+€712
+37% avg. order value increase
Continuous Learning
Gets Smarter Over Time
Learns from every correction you make, improving accuracy with each quote.
Week 1
Initial accuracy: 87%
Week 4
After 150 corrections: 94%
Week 12
Fully trained: 98%
No manual training required

Manual vs. AI-Powered Quoting

Traditional Process

1

Receive RFQ via email (5 min)

2

Manually search each product (30-60 min)

3

Look up customer pricing (15 min)

4

Check inventory availability (10 min)

5

Format and send quote (15 min)

1-2 hours
per quote

With ERP Agent

Quote ready for review
1instant

Upload RFQ document (30 sec)

2instant

AI matches all products (1 min)

3instant

Customer pricing applied auto (instant)

4

Live inventory check (instant)

5

Review and approve (5 min)

5-10 minutes
per quote
0%
Time saved

From manual processing to instant quote generation

Live Demo

Try it yourself

See how the agent reads a real customer email and fills your ERP quote form — automatically. Try filling it in yourself first, then click "Forward to Agent" to see how the agent compares.

Inbox

Customer Email

MC

Marcus Chen

marcus.chen@pacificmfg.com

RE: Q2 restock + new project parts

Pacific Manufacturing Co.March 28, 2024 at 2:34 PM

Hey,

Following up from our call earlier — here's the full list for Q2 restock plus some extras for the Riverside plant expansion. Need pricing on all of these when you get a chance:

1. brg-6205 bearings (sealed), 25x52x15mm — 500 pcs
2. 2" SS gate valve, Part# VLV-GTE-340 — qty 75
3. 7.5 HP motor, AC, 1800 RPM (3-phase, TEFC) — 12 units
4. Mech seal for KSB Etanorm, 30mm shaft — x24
5. 3/4" brass ball valve, threaded — 150 pcs
6. Flexible jaw coupling, 28mm (Lovejoy L-100 or equiv) — qty 40
7. SKU: HX-PLT heat exchanger plates, SS316 gasket type — 8 sets
8. Pipe flange, CS, 4" 150# RF — need 60
9. VFD for 7.5HP, 400V 3ph (ABB or similar) — 12
10. Linear rail 20mm (like Hiwin HGR-20) — 30 pcs @ 1000mm
11. Viton O-rings 50x3 — 500 pcs
12. Pneumatic cyl, 50mm bore x 200mm stroke, DA — qty 16

If possible, let me know about lead times too. Some of these are for an urgent retrofit so anything with long lead time we might need alternatives.

Thanks,

Marcus Chen

Pacific Manufacturing Co.

Direct: (415) 555-0142

ERP System

Quote Builder

Customer Information

Quote Line Items

0 / 12 items
SKUProduct NameQty
Meet the Team
Built by founders who understand the pain of manual quote generation
Lauri Pelkonen, Founder & CEO
Lauri Pelkonen
Founder & CEO
Building AI agents that automate enterprise workflows. Previously led a hacker house in Silicon Valley and worked in equity research.
lauri@erp-agent.comLinkedIn Profile
Henri Heliö, Founding Chief Revenue Officer
Henri Heliö
Founding Chief Revenue Officer
Helping enterprises transform their quote-to-cash processes. 10+ years in B2B SaaS sales and customer success.
henri@erp-agent.comLinkedIn Profile
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Lauri Pelkonen, Founder & CEO of ERP Agent

Lauri Pelkonen

Founder & CEO

"I personally help every client design their automation strategy. Let's discuss how AI can transform your ERP operations."

lauri (at) erp-agent.com
+358 40 709 3234
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