Sales & Quotation Engine

Emails come in, quotes go out

Read incoming RFQ emails and attachments, match every line against your ERP catalogue, apply the right contract price, and draft a branded PDF quote — before anyone on your team has opened the message. Runs on your own servers.

Minutes
Enquiry to draft quote
100%
On-premise deployment

The Problem

An enquiry lands. Someone reads it, works out which of the customer's part descriptions map to items in your catalogue, checks stock, looks up whether this customer is on contract rates, builds the quote in a spreadsheet, formats it, and emails it back. Two hours, for a quote that might not convert.

Multiply that across every enquiry in the inbox and the real cost shows up as slow turnaround. The supplier who quotes first is very often the supplier who wins, and the bottleneck is almost never commercial judgement — it is the mechanical work of translating someone else's words into your part numbers.

Deployed at
TSR Labs

Incoming enquiries parsed, matched against catalogue inventory and turned into draft quotations — enabling instant turnaround on quote generation.

What it does with an enquiry

Incoming enquiry
From: procurement@customer.com
Text: "Please quote for 500m of 4-core 2.5mm control cable by tomorrow…"
Drafted quote line
✓ Catalogue matched — CC-4C-2.5
Contract rate applied · Stock: available
Ready for review

Illustrative example. The draft goes to your sales team — nothing is sent to a customer without a human approving it.

How It Works

Four steps. Your team approves before anything goes out.

1

Read the enquiry

Parses free-text emails, spreadsheet attachments, PDF enquiry forms and scanned purchase requests. No fixed template required — customers send what they send.

2

Match to catalogue

Semantic fuzzy matching against your ERP inventory, so "4-core 2.5mm control cable" finds the right SKU even though it matches no string in your database. Ambiguous lines are flagged, not guessed.

3

Price it

Applies customer contract rates, volume breaks and discount rules, and checks live stock availability so the draft reflects what you can actually deliver at the price that customer should get.

4

Draft & review

Generates a branded PDF quotation ready to send. Your team reviews, adjusts anything commercial, and sends. The human decision stays with the human.

Why This System

Your pricing stays yours

Runs on your own servers with no external API calls. Catalogue, margins and customer contract rates never leave your network — usually the blocking objection with cloud quoting tools.

Built for messy input

Customers describe parts in their own words, in whatever format suits them. The matching works on meaning and specification rather than exact strings, which is where template-based tools fall over.

Humans approve every quote

The system drafts; your team sends. Pricing is commercially sensitive and a wrong quote is expensive, so nothing reaches a customer without sign-off.

Fits your existing stack

Reads from the ERP catalogue you already maintain and produces quotes in your own branded format. No migration, no parallel system to keep in sync.

Manual quoting vs. Quotation Engine

AspectManualGrokking
TurnaroundHours per enquiryDraft ready in minutes
Catalogue matchingManual lookupSemantic matching
Contract pricingEasy to missApplied automatically
Stock checkSeparate stepChecked at draft time
ConsistencyVaries by repSame rules every time
Data locationStays on your servers

FAQ

What kinds of enquiries can it read?

Free-text emails, spreadsheet attachments, PDF enquiry forms and scanned purchase requests. Customers rarely send requirements in a consistent format, so the system is built for unstructured input rather than assuming a fixed template.

How does it match items to our catalogue?

Through semantic fuzzy matching against your ERP inventory catalogue. Customers describe parts in their own words, using their own part numbers or loose descriptions, so exact string matching fails constantly. The system matches on meaning and specification, and flags anything ambiguous for a human rather than guessing.

Does it send quotes automatically without review?

No, and that is deliberate. The system drafts the quote; your sales team reviews and sends it. Pricing is commercially sensitive and a wrong quote is expensive, so a human approves every quote before it reaches a customer.

Can it apply our contract pricing?

Yes. Customer-specific contract rates, volume breaks and discount rules are applied as part of quote generation, so the draft reflects the price that customer should actually receive rather than list price a human then has to correct.

Does it check stock before quoting?

Yes. Availability is checked against inventory at the time the quote is drafted, so the team can see immediately whether a line item is deliverable rather than discovering it after the customer accepts.

Where does it run, and does our pricing data leave the building?

It runs on your own servers with no external API calls. Your catalogue, your margins and your customer contract rates never leave your network, which is usually the blocking objection with cloud-based quoting tools.

Related

Other systems in the Grokking suite.

RFP Evaluation AI Engineering Drawing OCR

Book a Demo

Send us a real enquiry email and we will show you the quote it produces. Tell us about your catalogue and our team will get in touch shortly.

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