AI Quotation from PO
Upload a customer purchase order and the products on it are matched to your own product records automatically, even when the customer uses their own names, codes and units. A draft quotation is ready for review, and anything that cannot be matched is flagged rather than guessed.
Pain Points We Solve
Customer product names never match yours?
Every customer writes the order their own way: their own item codes, abbreviations, pack sizes and units. None of it matches the names in your records, so each line has to be worked out by a person who knows both sides.
Going through the order line by line, every time?
Even a repeat order has to be checked item by item against your records before a quotation can be typed up. It is slow, repetitive, and it depends on the one colleague who remembers what the customer means.
Quoting the wrong item because a line was misread?
A similar code, a different pack size, a unit mixed up — the mistake is only found when the customer questions the quotation or, worse, when the wrong goods are delivered.
Key Benefits
Matches the customer's wording to your records
The order is read in the customer's own terms and mapped to your product names, codes and prices, so you no longer translate it by hand.
Nothing is guessed
A line that cannot be matched with confidence is kept verbatim in a note, so a person decides the mapping instead of the system quoting the wrong item.
Any format the customer sends
A PDF, a scanned page or a phone photo all work as the source document. The customer does not have to change how they send orders.
Measured Results
- Auto
- Customer product names matched to your records
- Verbatim
- Unmatched lines keep the original wording
- Draft
- Every quotation is confirmed by a person
Purchase orders written in customers' own product names and codes have been matched to our clients' records and turned into draft quotations ready for review. Every quotation waits for a person to confirm it, and unmatched lines are flagged with the original wording rather than guessed.
Frequently Asked Questions
- The customer uses their own product codes. Will it still match?
- Yes. The tool matches on the customer's wording, codes and units against your own product records, so the customer does not have to use your naming.
- What happens if a line cannot be matched?
- The line is kept with the original wording from the document so your team can decide what it should map to, instead of being matched to the wrong product.
- Will it send the quotation to my customer automatically?
- No. The quotation is created as a draft and only goes out after a person reviews and confirms it.
Not sure which tool fits you?
Book a free consultation — we assess your current process and tell you the prerequisites up front.