Automatic quotation generation

Automatic creation of offers

No more time-consuming preparation of quotations

High efficiency gains through time and cost savings

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Take the pressure off your sales staff with supported quotation creation

Your sales staff's time is precious - so why not make the quotation process more efficient? With robodocxs, you can take the pressure off your sales team by using artificial intelligence and automated processes.

Incoming quotation requests can be easily sent to robodocxs by email, data interface or document upload. The system captures and structures the data, forwards it to your ERP and automatically creates a suitable quote - with the desired products and your customer's individual conditions.

Quotation creation has never been so easy!

robodocxs in a 3-minute overview

Get to know the functionality and possible applications of robodocxs

Robodocxs at a glance!

... robodocxs in a 3-minute overview

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Seamless integration to your ERP

What robodocxs detects

A typical request for quotation receives the following elements

Header / sender of the request for quotation

The header contains general information such as the name and contact information of the company submitting the Request for Proposal, the date of the request, and a unique Request for Proposal number.

Description of the products or services required

This describes in detail what products or services the company needs. This may include a list of the specific items, the desired quantities, technical requirements, quality standards or other special requirements.

Delivery conditions

Information about the desired delivery conditions is recorded. This often includes information on delivery time, shipping method, storage location and special instructions for delivery.

Terms of payment

The desired payment terms for the offer are specified here. This can include, for example, the desired payment method, payment periods and, if applicable, rebates or discounts.

Offer period

The date by which the offers must be submitted is recorded here. This enables potential suppliers to prepare and submit their offers in good time.

Contact details and means of communication

The contact details of the contact person for queries and the preferred means of communication
(e.g. e-mail, telephone) are given here.

Other requirements, if applicable

Depending on the type of request for quotation, further specific requirements or information may be included. This can be, for example, certifications, references or other evidence.

Signatures or contact person

The request for quotation document may contain space for signatures or confirmations. In addition, the technical contact persons for queries can often be found here.