UC-253
Sales-Order & Quote (CPQ) Copilot
Builds quotes and sales orders from natural language or an inbound RFQ email, drafted in NetSuite with upsell suggestions attached.
TBDBuild Duration
XXXXIndicative ROI
XXXXBuild Cost
XXXXValue
The Challenge
Manual order and data entry wastes sales capacity at every order-management client, and slow quote turnaround loses deals outright.
How It Works
- Ingests inbound emails and RFQs plus NetSuite items and contract pricing.
- Agentic lookup checks availability; ML suggests attach and upsell lines.
- Drafts the quote or sales order in NetSuite behind confirmation.
What It Removes
- Manual order entry
- Slow quote turnaround
- Missed upsell on every quote
Input Data RequirementsNetSuite items, contract pricing, availability, customer history, inbound RFQ emails
Output FormatDraft quotes and sales orders, upsell suggestions, availability answers
“40-70% faster quoting plus a lift in attach and upsell.”