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.
10Build Duration
4-10xIndicative ROI
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.”