Quote generation
Problem
Quotes stall because pricing rules live in heads, spreadsheets, and old emails.
Current process (pain)
- Re-typing SKU and discount rules each time
- Mismatch between CRM stage and what finance will honour
- Revision chains that bury the approved total
How DataFlight solves it
Grounded retrieval of price lists and policies plus agentic assembly of quote lines. Workflows notify finance when thresholds are exceeded.
Step-by-step flow
- Opportunity selected CRM record drives customer and terms.
- Rules retrieved Active price books and exceptions pulled from knowledge and systems.
- Draft quote built Line items and narrative generated with checks for missing fields.
- Internal review Workflow escalates if margin or discount beyond policy.
- Customer-ready output Final PDF/email text with audit of who approved numbers.
Modules used
- Knowledge Base Chat
- Agentic AI Chat
- Custom workflows (built by us)
Example output
Quote document with itemised lines, validity dates, and approval metadata.
Business outcome
- Fewer arithmetic and copy errors
- Same-day turnaround on standard deals
- Clear audit trail for pricing decisions
Contact us for pricing.