Create Sales Order from Quote

Sales & Order Management
Written By Naama Aharoni

Description

This AI Agent transforms accepted quotations into finalized Sales Orders within SAP with zero manual effort. Once a customer replies to a quote email with approval (e.g., "Please proceed," or "We accept this quote"), the agent detects the intent, identifies the corresponding quotation, and automatically creates a Sales Order in SAP using all relevant data from the original quote.

Key Benefits

  • Accelerates Order Processing – Orders are created the moment customer acceptance is detected

  • Error-Free Fulfillment – Sales Order is based on the exact quotation terms, avoiding miscommunicatio

  • Improves Customer Experience – Delivers fast, seamless transitions from quote to confirmed order

Effectivity Score

5/10

Naama Aharoni
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