AI Quoting brings order entry automation to the purchase orders your desk receives by mail: a PDF, a document, a spreadsheet or plain text is read once, every line matched to your catalog, and five checks run in code before a quote exists. A failed check holds the order with one plain question.
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7 days free · per company, never per seat · nothing to install


Five checks
Two purchase orders read line by line: one held because a printed price misses the rule, the other green on every check and ready to proceed.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Read every purchase order automatically and send the all-green ones on their own.”
Lisa“Automatic reading on: an order that passes all five checks goes out as a quote with your acknowledgement, within your approval ceiling. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Order Desks use it
A buyer mails a spreadsheet PO of sixty lines; each line is matched to your catalog, and the quote carries his PO number.
The same PO number comes twice from one buyer; the second copy is held and your desk is told before anything is entered.
A printed price sits under your rule; the order waits on Inbound with one question, answered on the row or by mail.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Quoting does, for every business ›
Works withAI PhoneAI WebchatAI E-mailAI Web FormsAI InventoryAI CRMAI Auto-CallLisa, your AI assistant
Five checks in code
The buyer, the PO number, the ship-to, the shipping asked for and the printed terms are taken from the order, with every line matched to your catalog.
Complete, not your own company, not a duplicate, every line in your catalog, every printed price within your rule: five checks a clerk no longer runs by eye.
A failed check stops the order on Inbound with one plain question for your desk, answered on the row or by replying to the mail.
All green, the quote is made at your prices with the PO number and the ship-to on it, and the buyer is saved as a contact.
After the quote
Card on the quote page, a wire, a cheque or terms for an approved account; the invoice is numbered from your own series once the total is paid.
The paid order goes to the billing desk, the packing list to the shipping desk by mail, and a text reaches the warehouse phone.
The carrier and the tracking number typed on the row move the order to Shipping, and the buyer is mailed the number in his language.
Mark the order delivered, tell the customer if you want, and it closes by itself after the number of days you set.
By industryDistributorsRetail StoresConsumer BrandsManufacturingRestaurantsGrocery & Drug StoresAgricultureE-commerceHardware & ElectronicsSoftware & SaaSTravel AgenciesAerospace & Aviation
Questions & answers
Order entry automation means a customer's purchase order becomes a record without someone retyping it. In AI Quoting the PO is read once, the buyer, the PO number, the ship-to, the shipping asked for, the printed terms and every line, and the quote is made at your prices.
Five checks run in code: the order is complete, it does not come from your own company, it is not a duplicate, every line is in your catalog, and every printed price is within your rule. None of them is left to the AI's judgment.
Yes, through order acknowledgement automation: with automatic reading on, an order that passes all five checks goes out by itself as a quote with your acknowledgement, written in the buyer's language, within your approval ceiling. With it off, your desk reviews the order and presses Proceed.
An approved account on terms has its order opened at the acceptance; the invoice carries its due date and the goods ship before payment. Everyone else pays on the quote page or the way you offer, and the invoice is numbered the moment it is paid.
When your shipping desk types the carrier and the tracking number on the row, the order moves to Shipping and the buyer receives the number by mail in his language, with the carrier's tracking page. Asked on the phone, the AI says it was e-mailed.
2 minutes to start the PO data entry automation: give Lisa your website, connect your store or load your articles with their prices, and choose whether checked orders wait for a person or go out alone under your ceiling.
Keep exploring
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Order Desks ›
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REAL AI - the whole Front Office is AI, not old software with an AI button.
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