Where time gets lost in quoting
1
Large catalog, inconsistent language
The customer describes the product differently than the catalog does, and the agent doesn't always know the exact code or name.
2
Checks across multiple systems
Price, stock, discount, customer history and compatibility can be spread across ERP, CRM, Excel and the catalog.
3
The quote gets stuck in manual operations
Searching, copying data and checking rules eat up time before the quote actually reaches the customer.
Built from the ground up for technical quoting and fast orders
AI Sales cuts the steps between the customer's request and a correct quote, without duplicating the ERP or CRM.
- Interprets free-form requests and matches them to the catalog
- Combines semantic search with exact matching by code or SKU
- Pulls price, stock, discount and customer context from authorized sources
- Suggests compatible products, substitutes and relevant accessories
- Prepares quote or order lines for review
- Keeps commercial rules and human validation in place before execution
Key features
Semantic search
Imperfect descriptions, synonyms and commercial intent.
Exact SKU matching
Codes and SKUs are handled exactly, wherever ambiguity isn't acceptable.
Price and discount
The customer's price and discount rules are pulled from authorized sources.
Stock and availability
Stock and product status appear in the same flow as selection and quoting.
Multimodal input
The flow can be extended to images, documents, messages or voice.
Quote / order draft
Validated products can be turned into a quote or order ready for approval.
PRODUCT PREVIEW
You don't need to replace your ERP or CRM
AI search is useful when the user doesn't know the catalog's exact terminology. Exact search stays essential when a code or SKU must be identified without ambiguity. AI Sales uses both.
- product and substitute identification
- access to price, stock and customer context
- discount and margin rules
- quote or order ready for validation
THIS IS A MODULE OF AI SALES 2.0 PLATFORM
Want to see the whole platform?
See all nine modules and the available packages. Contact us for a demo.
Benefits delivered by the platform
1
From search to selection
The agent no longer searches manually through large catalogs.
2
Verified prices
The quote uses the rules and information from your existing systems.
3
Documented result
The quote and the steps that produced it can be traced.
Comparison
Manual quoting, traditional CPQ, or AI Sales 2.0?
Choose AI Sales if you want to find the right product quickly and use ERP/CRM data in the same flow.
| Stage | Manual | Traditional CPQ | AI Sales 2.0 |
|---|---|---|---|
| Product search | Separate catalogs and apps | Predefined filters and configurations | Semantic + exact search by intent, SKU or specifications |
| Complex requests | Manual interpretation | Mapping to defined fields | AI interprets the request and proposes products, then validates exactly |
| ERP/CRM data | Checked separately | Predefined integrations | Price, stock and customer context in the same flow |
| Commercial control | Manual verification | Configured rules | Rules stay in first place; AI assists, a person approves |
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The "Recommendations, Upsell, and Rules" guide
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ADDED IN AI SALES 2.0
You can run AI agents on top of your data!
The agent can turn a commercial request into a quote draft without inventing products, prices or availability.
- interprets the customer's request from text, email or a document;
- identifies the customer and the relevant products in the ERP/CRM;
- checks stock, prices and commercial rules;
- prepares the quote for review and approval.
Other connected modules
Sales Operations & B2B Approval Workflows
Picks up after the quote is prepared, with discounts, exceptions, campaigns and approvals.
See the module
Document Intelligence & Technical Support
Turns PDFs, emails, images or product lists into structured input for quoting.
See the module
Next Best Action & ERP Revenue Recommendations
After the quote, it recommends the follow-up, the replenishment or the next opportunity to the agent.
See the module
Want intelligent quoting?
See the module in action
The AI Sales 2.0 platform includes nine modules. Book a 30-minute presentation.
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We look at the problem, the systems involved and which KPIs can be reached.
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Last updated: 6 November 2026
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