When the RFQ arrives,
the proposal is ready; margins intact.
Parses the incoming request line by line from e-mail, PDF or Excel; pulls cost, stock and lead time from the ERP; prices by your margin rule and prepares the proposal in your corporate template. Proposal engineers spend minutes instead of days; pricing and discount decisions always stay with the sales manager.
It takes over the mechanical part of proposals; the sales team focuses on the customer
The agent learns your product catalogue, price lists, margin and discount rules and past proposals; understands the request, calculates, prepares the draft and brings the sales manager only the points that need a decision.
Line-item extraction from the RFQ
Reads the request arriving by e-mail, PDF, Excel or scan; turns products, quantities, technical specs and delivery wishes into a structured line list. Prepares a question list for the customer on unclear items.
"42 lines parsed · question list for 3 lines"Cost, stock and lead time from ERP
Pulls the current cost, stock status and supply time for every line from the ERP; suggests an equivalent from the catalogue for out-of-stock lines and calculates the delivery date accordingly.
"2 lines out of stock · equivalent suggested · lead time 6 weeks"Margin-rule pricing and discount limits
Applies the margin rule defined by customer segment, quantity and product group; limits discount authority by role. Every price outside the rule is submitted to the sales manager with its reason.
"Margin 18% · 14% on 1 line → approval needed"Proposal in your corporate template
Turns the priced line list into a PDF/Word proposal in the company's own template with cover, terms, delivery and payment conditions; adds revision numbers and change notes on revisions.
"Proposal T-2026-0417 · PDF · rev.1"Past proposal analysis and win probability
Finds past proposals for similar customers, products and quantities; shows at which price level they were won and calculates a sample win probability. The decision belongs to sales.
"6 similar proposals · 4 won · probability 67%"Follow-up, revisions and CRM record
Opens the proposal as an opportunity in the CRM; calculates the difference when the customer asks for a revision, suggests a reminder when there is no reply; records the win/loss outcome with its reason.
"No reply for 7 days · reminder draft ready"A sample RFQ day with the sales agent
A representative working day: what the agent does from the arrival of the RFQ to sending the proposal, and the moments where a person decides. Every approval and revision is taught to the next proposal.
- RFQ e-mail arrived
The customer sent a 42-line request for a conveyor line: PDF attachment, delivery in 8 weeks, specs missing on 3 lines. - 42 lines parsed, 3 questions
Lines matched to the catalogue; a question list draft for the customer prepared for the 3 unclear lines (motor power, coating, voltage). - Cost + 18% margin, 2 lines out of stock
Cost and stock pulled from the ERP; margin rule applied. 2 gearboxes not in stock: equivalent suggested, lead time 6 weeks. 4 of 6 similar past proposals were won. - Sales manager approved, discount on 1 line
The manager approved a 14% margin on one line for a strategic customer; accepted the equivalent and sent the question list to the customer. - Proposal PDF ready, CRM opportunity opened
T-2026-0417 generated in the corporate template; a 1.84 million TL opportunity opened in the CRM with the proposal attached. - Customer asked for a revision
The customer increased quantities on 2 lines and asked about delivery; the agent calculated the difference, applied the volume discount rule and prepared the rev.1 draft. - Daily summary to the sales team
5 RFQs: 3 proposals sent, 1 revision awaiting approval, 1 question list with the customer. Reminder drafts ready for 2 older proposals.
The customer's RFQ arrives by e-mail; the agent parses the lines, pulls cost and stock from the ERP, applies the margin rule and brings the sales manager only the out-of-stock lines and unclear points.
42 / 42 eşleştimatched to catalogue3 kalemquestion list40 var · 2 yokequivalent suggested%18 · 1 kalem %14approval needed1.840.000 TLexcl. VATHow does it work in your industry?
Pick your industry to see which proposal work the sales agent takes over and how it works with your team.
Project proposals with dozens of lines; no technical detail missed, no margin eroded.
Parses the line list and technical specs in project-based RFQs, prepares optioned proposals (standard/advanced package), adds installation and commissioning lines from the template; suggests lead time by production capacity.
- Spec matchingMatches RFQ specs to catalogue codes and flags mismatches.
- Optioned proposalsPrepares two price sets, standard and advanced package, for the same request.
- Installation and service linesAdds commissioning, training and maintenance packages by rule.
- Lead time suggestionCalculates the delivery date from production and supply times.
Thousands of SKUs, frequently changing price lists; every proposal on the current list.
Keeps distributor price lists and exchange rates current, matches item codes with brands and equivalents, applies the volume-tier discount rule; adds exchange rate and validity notes to multi-currency proposals.
- Current price listReads changes in Excel/PDF price lists and blocks proposals on old prices.
- Equivalent productsSuggests equivalents for out-of-stock codes from the catalogue and past proposals.
- Tiered discountsApplies the discount rule by quantity range, submits anything above the limit for approval.
- Currency and termsPrepares the proposal in EUR/USD and adds the rate validity note.
From the bill of quantities to the proposal; freight and delivery terms never forgotten.
Reads bills of quantities and survey lists, matches products and amounts with unit conversion (m², ton, pallet), adds site-delivery freight by region; applies project-based special pricing by the segment rule.
- Reading bills of quantitiesParses lines and units from the survey spreadsheet, converts pallets/tons.
- Freight calculationAdds freight and delivery terms to the proposal by site location.
- Project price ruleApplies the special price limit by project size, submits anything below for approval.
- Shipment scheduleSuggests a staged delivery schedule from stock and the production plan.
OEM RFQ files, annual volumes and tooling cost; all in the same template.
Reads OEM/Tier-1 RFQ packages (drawing, annual volume, target price); calculates part cost with material, labour and tooling amortization, writes the annual price-down commitment into the proposal by rule.
- Reading RFQ packagesParses drawing number, annual volume and target price from the file.
- Part costCost breakdown with material, labour, tooling amortization and logistics.
- Annual price commitmentApplies the price-down rule in multi-year proposals, shows margin year by year.
- Target price gapPresents the gap between the customer target and the margin rule to management.
Person-days, scope and SLA; service proposals are calculated line by line too.
Extracts work items from the scope document for consulting, maintenance, software and outsourcing services; prices by role-based person-days and SLA level, adds contract terms from the template; compares effort with past projects.
- Work items from scopeExtracts work packages and deliverables from the specification and scope document.
- Person-day pricingPrices with role-based unit rates and effort estimates, compares with past projects.
- SLA levelsPrices standard/premium support packages by rule.
- Contract annexesAdds corporate service terms and confidentiality annexes automatically.
Four steps, in-house
- 01
Connect
ERP (cost, stock, lead time), CRM, mailbox, product catalogue and price lists (including Excel/PDF) are connected; past proposals are uploaded.
- 02
Teach
Rules are defined with the sales team: margin by segment and quantity, role-based discount authority, proposal template, which lines go for approval.
- 03
Run
The agent parses RFQs, prices and prepares the draft; off-rule prices, out-of-stock lines and unclear requests go to the sales manager for approval.
- 04
Improve
Every approval, revision and win/loss is written to corporate memory with its reason; the agent shows these precedents on similar proposals and the win probability estimate sharpens.
The agent works; decisions stay with the company
Every agent runs on-premise or in your own cloud; what it may do alone and what it submits for approval is defined by the authority matrix.
Runs in-house
Cost, margin and customer data never leaves the company; the agent runs on-premise or in your own cloud. Price lists and proposals stay in your systems.
Authority matrix
Who can give which discount, which proposals the agent prepares alone and which it submits for approval: defined by amount, margin and role. Cost data only for authorized roles.
Reason and trail for every price
The agent shows the cost, rule and past precedent for every line; every proposal, revision and approval is recorded with a timestamp. Reversible for audit.
Human in the loop
No proposal reaches the customer without the sales manager's approval. The agent calculates, suggests and reminds; pricing and discount decisions stay with people.
The sales agent grows with Nexage solutions
NexSalesThe sales bot on the website greets the customer and collects the request; the proposal agent turns the same request into a priced proposal.CRM & SalesProposals open as opportunities in the CRM; follow-up, revisions and win/loss records are kept here.
Legal & Compliance AgentWhen the proposal becomes a contract, this agent reviews the terms and risky clauses.Common questions
Our price list is in Excel, is that OK?
Yes. The agent reads Excel and PDF price lists, tracks version changes and blocks proposals on old prices. If prices exist in the ERP it pulls them from there; both can work together, with a rule defining which one applies.
How is discount authority limited?
Discount and margin limits are defined by role, customer segment and amount. The agent writes in-limit prices directly into the draft; anything outside goes to the sales manager with its reason. Every exception is recorded and reported.
Can it prepare multi-currency proposals?
Yes. Cost and sales currencies are kept separately; the rate source and validity period are set by rule and added to the proposal as a note. When the rate changes the agent suggests a revision.
Does our data leave the company?
No. The agent runs on-premise or in your own cloud; cost, margin, customer and proposal data is not transferred outside. Access is role-based by the authority matrix and logged in the audit trail.
Does it send proposals on its own?
No. The agent parses the request, prices and prepares the draft; the proposal is sent on the sales manager's approval. Approval thresholds (amount, margin, customer) are defined by your rules.
Which ERP and CRM systems does it work with?
Ready connections exist for common ERP and CRM systems; others are connected via API or file transfer. Your current systems, catalogue structure and scope are clarified in the discovery meeting.
How long does setup take and how is it priced?
Usually 4–8 weeks including catalogue, price list and margin rule definition. Pricing is an annual license + setup based on user count, connected systems and proposal volume; a firm quote follows discovery.
See the sales agent with your own price list
In a 30-minute demo we upload one of your sample RFQs and a few lines from your price list together; see with your own eyes how the agent parses the request and prepares the proposal.