Wholesale · Sales

The price request becomes a quote the same day.

AI quote generation turns price requests from email, Excel and bills of quantities into a draft with terms, stock and lead time. Sales signs off.

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Quote AG-26-3317Bauunternehmung Lenz
  1. Mapping36 of 38 linesmapped
  2. Total margin14.2% at project priceapproval
  3. Lead time35 lines from stockavailable
Request SchulstrasseExcel

Price request plumbing, phase 2

Ball valve DN 25, 60 pcsItem 204-1180

WC pre-wall element, 24 pcsAlternative

Partial deliveries as the build progresses, called off per floor.

Where time goes today.

  1. 74%

    fear losing customers without a same-day answer

    That many wholesalers and manufacturers see a high risk of losing customers if requests are not answered on the same day. Whoever needs two days for a quote is often already out.

    ECC KÖLN, synaigy and Intershop, B2BEST Barometer 2026 (German)

  2. Every request speaks its own language

    Manufacturer names, bills of quantities, "equivalent accepted". Someone has to map every line to an item from your own range.

  3. Terms sit in five places

    Customer price, tiers, manufacturer project price, freight and minimum margin. Whoever prices the quote jumps between ERP, price lists and emails.

One case, step by step.

RequestsSales
  • Bauunternehmung Lenz09:14Price request Schulstrasse siteExcel, 38 lines, by ThursdayExcel
  • Planungsbüro Arndt09:40Plumbing BoQ, Nordstadt nurseryGAEB and PDF, 112 linesBoQ
  • Haustechnik Krämer10:02What do 200 press fittings 22 mm cost?free textEmail

The request comes as a list, an email or a bill of quantities.

Spreadsheets, PDF bills of quantities, GAEB files or three lines in an email. The AI reads everything in the request inbox and recognises customer, project and deadline.

Your team decides

Which requests are handled and with what priority.

MappingSchulstrasse site
  1. Line 1 ball valve DN 25Item 204-1180unique
  2. Line 2 press fitting elbow 22 mmItem 310-2290unique
  3. Line 3 WC pre-wall elementAlternative item 512-0240equivalent
  4. Line 17 special fittingnot in rangeclarify

Every line gets an item.

The AI maps manufacturer names and BoQ texts to your range. If the item does not exist, it suggests equivalent alternatives and explains the choice.

Your team decides

Whether an alternative is offered.

CostingAG-26-3317
  1. Customer termsDiscount group B, framework 2026applied
  2. Manufacturer project pricePre-wall elements, valid to 31 Decused
  3. Stock35 of 38 from stockavailable
  4. Total margin14.2%, minimum 16%approval

Suggestion: free delivery to site from €2,500

Terms, stock and margin at a glance.

The AI pulls customer prices, tiers and project prices from the ERP, checks stock and lead time and calculates the margin by your rules. Anything below the minimum margin is flagged.

Your team decides

Price and discount for outliers.

Quote AG-26-3317ERP
CustomerBauunternehmung Lenz
ProjectSchulstrasse site
Lines37, 1 of them an alternative
Open questionsLine 17 special fitting, which make?
Valid until31 Oct 2026
Send for approval

The quote waits as a draft in the ERP.

Lines, prices, lead times and open questions for the customer are in the draft. Sales checks the flagged points and sends the quote.

Your team decides

Whether and at what price the quote goes out.

What it delivers and what it connects to.

Works with the systems you already use

Who does what.

What the AI takes on

  • Reads requests from email, Excel and BoQ
  • Maps lines to the range
  • Suggests equivalent alternatives
  • Pulls terms, stock and lead time
  • Creates the quote as a draft

What your team decides

  • Decides on alternatives
  • Approves prices below the minimum margin
  • Clears open lines with the customer
  • Sends the quote

Who it fits.

A good fit if

  • Requests arrive as lists, bills of quantities or emails with many line items
  • Customer terms, stock and lead times live in the ERP
  • Your items carry attributes, so equivalents can be found
  • Your customers expect the quote the same day

Less of a fit if

  • Most requests have only a few line items
  • Every price is negotiated from scratch, with no rules behind it

What it costs

Fixed prices, clear steps.

You know up front what each step costs and what it delivers.

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All prices net. Operation afterwards is from 20% of the project price a year, cancellable monthly. The code and the data are yours.

Built fromAI agentsData & documentsAI integration

Further reading

All posts
Claude Skills: How to teach an AI the way your company worksAI toolsTiemo Timtschenko
MCP explained: how AI assistants reach your systems and what that means for your ITAI toolsTiemo Timtschenko
Claude Code mods: what the new feature brings and why AI tools are becoming customisableAI toolsTiemo Timtschenko

Frequent questions

Common questions about it.

The questions that almost always come up about this use case.

Does the AI set prices on its own?

No. It calculates with the terms and rules in your ERP. Where a line falls below your minimum margin or a project price is missing, it flags it. Sales sets the price.

Can the AI read GAEB files and bills of quantities?

Yes, as well as spreadsheets, PDFs and free text. With tender texts it maps lines by description and attributes, not just by item number.

How does the AI know equivalent alternatives?

From your item attributes, for example by ETIM, and from earlier quotes in which your sales team chose alternatives. Every alternative comes with a reason, sales decides.

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