AI quotation generation with a reviewable draft
A customer request often has to be copied into a quotation before your team can decide what to offer. Gateflow develops workflows that prepare the draft from supplied details and approved business records. Your team checks the line items, quantities and commercial terms before the quotation leaves the company.
Quotation automation with Gateflow
Gateflow builds business applications and connects existing software from Frankfurt. A quotation project can start with email, a form or another agreed source of request details. The company overview explains how application development and system integration fit together when the work crosses the tools used by sales and administration.
Request information for a quotation draft
The workflow needs enough detail to distinguish what the customer requested from what the company can supply. Gateflow defines required fields and how the source wording is retained. Missing quantities or unclear specifications go back to a person for clarification before the draft assigns a product or service that the customer did not request.
Product and price data under your control
Prices come from the approved catalog or another agreed business source. A language model should not decide a current price from general knowledge. Your team defines units, allowed substitutions and who may approve a discount. The draft can then show the records used, making a changed or missing price easier to investigate.
Business software for quotation review
Gateflow can add business software that places the draft beside the original request and any unresolved questions. Reviewers can adjust quantities or reject an unsuitable line item before approval. The interface should make the status clear to colleagues, so a draft waiting for clarification is not mistaken for a quotation that has already been sent.
Quotation API integration with existing systems
If the destination software provides the required operations, quotation API integration can create a draft in the system your team already uses. Gateflow checks customer identifiers and the handling of individual line items. A failed transfer needs a recorded result and a controlled retry, preventing duplicate quotations when a request is repeated.
Commercial approval before a quotation is sent
Approval covers the version the reviewer actually saw. A later change to customer details, prices or terms may require another review. Gateflow separates draft creation from sending and agrees who may perform each action. Your company remains responsible for its commercial terms and the rules supplied for taxation or accounting treatment.
Quotation tests with representative requests
Test cases include requests with several line items, missing catalog matches and amended quantities. Gateflow checks the generated draft against the agreed source data and destination behavior. Your team can inspect differences before accepting the workflow. The tests also cover a connection failure after creation, when the system must determine whether a draft already exists.
Quotation workflow handover and extensions
The handover records field mappings, access requirements and the route for unresolved requests. A later extension might connect an approved quotation to an order or project record, if that scope is agreed. The working method explains how Gateflow separates initial delivery from further development, keeping the responsibility for each step visible to your team.
Discuss your quotation automation
Gateflow develops a workflow that prepares quotation drafts from customer requests and approved product and price records. Your team receives drafts with source references and unresolved questions, ready for commercial review before sending.