Create Quotation

Description

This AI Agent streamlines the process of converting customer quote requests into SAP sales quotations. It works via two input methods:

  1. Connected Inbox – monitors a designated email inbox for new quotation requests

  2. Copy-Paste Interface – allows users to paste email content directly into the agent interface

The agent intelligently extracts product names, quantities, and any special instructions from the email body. It then cross-references SAP master data to validate item codes, apply pricing, and generate an accurate sales quotation. Once completed, it automatically drafts and sends a personalized email with the quotation PDF back to the customer.

Key Benefits

50-60% Time Saved vs. manual quote generation
Faster customer response with accurate, branded quotations
Reduction in errors and admin overhead

Effectivity Score

6/10

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Call Recording to Customer Order

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Customer Email to Sales Order