Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Quoting for Enterprise Groups. Sales order automation for enterprises, five checks per order

AI Quoting is sales order automation for enterprises: a PDF, Word, Excel or text purchase order is read once, every line is matched to your catalog, and five checks run in code before a quote exists. Prices come from your own list, and nothing reaches the buyer before your yes, unless you set a ceiling for automatic approval.

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Zanus AI · AI Quoting · Purchase orders
Sales order automation for enterprises: two POs read, one held on price, one passing every check, real Zanus AI screen

Purchase orders

Two purchase orders read by the AI: one held because a price differs from your rule, the other passing every check and ready to proceed.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Which purchase orders are held, and why?”

Lisa“Two are held: one prints a price outside your rule, the other repeats a PO number already received. Shall I open the first?”

You talk. Lisa sets it up. Applied only on your yes.

How Enterprise Groups use it

1

A buyer mails a PO whose printed price falls outside your price rule; it is held with one plain question for your desk.

2

The same PO number arrives twice from one buyer; the duplicate is caught and the order desk is told.

3

A verified reseller asks for his discount; a revision at your list minus his share waits for your yes.

REAL AI - the whole Front Office is AI, not old software with an AI button.

What’s included

  • Quotes from your own inventory, from the products of your Shopify stores, or typed by hand; prices read from the record, not calculated by the AI
  • Requests to buy from the phone, the chat, e-mail, web forms, the demo or a purchase order, filed for your yes
  • Your yes in one click, or automatic under a cap you set; price revisions always wait; every version kept
  • Your own document on your letterhead, your terms, shipping and tax lines, a page the customer accepts on; or the store’s payable draft order
  • Opened, accepted, paid, shipped and delivered on one record; the invoice numbered the moment it is paid; payments recorded by hand
  • Follow-up from the send until the customer pays or declines; a reply pauses it and goes to your sales desk

Read and checked

Sales order automation with your yes on every quote

Read once, matched to the catalog

Buyer, PO number, ship-to, terms and every line read from the order and matched to your catalog, so nobody retypes a purchase order again.

Held with one question

When a check fails, the order stops with a single plain question to your desk, answered on the row or by replying to the mail.

Preview and authorize

Every line, quantity, unit price and the total on one screen before anything reaches the buyer; Revise makes a new version that waits again.

Paid, invoiced, shipped

When payments reach the total, the invoice from your own number series, the paid order and the packing list go to the desks you named.

Set-up

Set up B2B quoting software for enterprises in 2 minutes

1

Your catalog

The articles of your inventory and the products of your connected store, with their prices, read by code and never by the AI.

2

Your approval ceiling

Every quote waits for your yes, or set the amount under which new catalog quotes leave by themselves; price changes always wait.

3

Your document

Classic, Modern or Minimal, with your logo, brand color, number prefix and the ways your customers may pay.

4

A first quote this week

Start the 7-day free trial of the Front Office with no credit card, and send your first quote the same day.

Questions & answers

AI Quoting for Enterprise Groups: questions & answers

How does sales order automation read a PO?

In one pass. For customer purchase order processing, the buyer, the PO number, the ship-to, the shipping requested, the printed terms and every line are read and matched to your catalog, whether the order came by mail as a PDF, Word, Excel or text file, or was added by hand.

What are the five checks on each order?

The order is complete; it does not come from your own company; it is not a duplicate; every line is in your catalog; every printed price sits within your rule. A failed check holds the order with one plain question your desk answers on the row or by mail.

Can a clean order become a quote by itself?

Yes, once you switch automatic reading on; it stays off until you do. An order that passes all five checks then leaves as a quote at your prices with the PO number and your acknowledgement in the buyer's language, within your approval ceiling. Above that ceiling, the quote approval workflow keeps it waiting for your yes.

Does the AI ever set a price?

No. Code, not the AI, reads each price from your price list or store. A line priced by a person waits for that person, reseller pricing by rule sets each reseller's discount, and a price change a customer asks for always waits for your yes.

Can approved accounts buy on terms?

Yes. An approved account's order opens at acceptance, its invoice carries the due date and the goods ship first. A deposit can carry its own rule, with the balance due the number of days after acceptance that you set.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Enterprise Groups ›

Award-winning AI

Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.

REAL AI - the whole Front Office is AI, not old software with an AI button.

Awards & trade shows ›
TMCnet Enterprise AI Product of the Year 2026
Visitors meeting Zanus AI live at a 2026 trade show
Hands-on with the Zanus AI demo at a 2026 technology trade show

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