Five stages, from an incoming RFQ to quotation-ready data. Here's exactly what happens at each one — and what's live today versus still in development.
Stage 1
Capture and structure incoming quotation requests as they arrive by email, with the BOM attached as Excel or PDF.
Live today.
Stage 2
Extract and normalize part numbers, quantities, and descriptions from the quotation document, then match them against your real stock and pricing.
Live today.
Stage 3
Anything below a confidence threshold routes to the Review Queue, where your team confirms or rejects the match before it moves forward.
Live today.
Stage 4
Stock and pricing data is kept current through a direct sync with your ERP, so every match reflects what you actually have.
Tally integration live today; additional connectors in development.
Stage 5
Once reviewed, validated line items — parts, quantities, and pricing — are ready for your team to turn into a quote.
Live today.
