Map needs to quote items
Connect the customer's request to the products and services you actually offer.
OTEMATIK AI · Sales
Build clearer quote drafts from customer requests.
Turn scattered emails and customer notes into quotation items with approved pricing sources and missing details visible in one place. Your sales team reviews the draft before it goes out.
- Map needs to quote items
- Keep pricing traceable
- Give sales a review-ready draft
AI Quote PreparationExample workspace
Proposal workspaceIllustrative workspace
Website project
Discovery meeting notesReview draft
- Scope
- Corporate website
- Delivery
- Design and development
- Excluded
- Advertising budget
Map needs to quote items
Keep pricing traceable
KEY FEATURES
What this product will handle for your team.
Practical capabilities with a clear role in your workflow.
Keep pricing traceable
Show the approved source, validity and missing details behind each price.
Give sales a review-ready draft
Present the scope and open questions clearly before the salesperson approves a quote.
USE CASES
How could this fit your day-to-day work?
Explore the need, the proposed approach and your team's role.
SELECTED USE CASE
Prepare a B2B project request for quotation
- 01THE NEED
A customer requests several services for a project, and the salesperson needs to establish scope and pricing sources.
- 02AI APPROACH
Break the brief into service items, link each to its price source and flag gaps in a quotation draft for the salesperson to approve.
- 03NEXT STEP
Outcome: A quote draft with line items, pricing sources and outstanding questions.
SELECTED USE CASE
Revise a quotation after a scope change
- 01THE NEED
A customer wants to remove an item and compare an alternative scope.
- 02AI APPROACH
Keep the previous version and show the changed items with their price sources. The salesperson reviews scope and totals and separately approves sending the draft.
- 03NEXT STEP
Outcome: A revised draft with visible changes against the previous version.
CUSTOMER EXPERIENCES
Experiences from our customers.
Hear from customers using the product in their business workflows.
★★★★★
We now prepare complex industrial quotations that used to take hours in 3 minutes, without errors, and present them to customers.
Oğuz ArslanMakro Mekanik
★★★★★
It intelligently balances price margins and service line items. The speed of our quotation preparation has put us ahead of our competitors.
Gözde SönmezApex Bilişim
The experiences shared reflect each customer’s individual project scope.
OTEMATIK · NEXT STEP
Adapt this workflow to your business.
YOUR QUESTIONS
What to know before implementation.
Review the product scope, connection requirements and approval points.
How does this solution work?
Turn scattered emails and customer notes into quotation items with approved pricing sources and missing details visible in one place. Your sales team reviews the draft before it goes out.
Source and need
The workflow uses these source materials: Free-text requirements, approved quotation items and price lists.
Are quotes sent to customers automatically?
The initial scope prepares drafts for your team's approval. Discounts, contractual terms and delivery authority are determined separately.
What information do you need to start?
Your quote templates, product or service list, current price sources and sample enquiries provide a practical starting point. CRM access is assessed only if needed.
What is included in the scope and outputs?
A quotation draft with item rationale and flagged gaps.
Price-source mapping, an approval template and sample acceptance documents.
Discounts, contractual commitments and customer delivery remain subject to authorized approval.
How do quoting, setup and connections work?
Let’s define the scope together.
Which steps belong to AI and your team?
Intelligent review
Connect services in the customer brief to approved quotation items. Break requirements into items, suggest relevant scope and identify missing questions.
Proposed output
Prepared for your team to review: A quotation draft with item rationale and flagged gaps.
Team review
A salesperson approves scope, prices, discounts and delivery.
Business rules
Price totals, configured tax rates and template filling are rule-based.
How are data, access and security handled?
Your information is collected to review your request and contact you about it. This form does not collect marketing permission. Please do not share sensitive personal information.
What are the pricing and usage terms?
Does AI decide our prices?
No. The workflow uses your approved pricing sources and validity rules, and flags missing or outdated price information for review.
OTEMATIK · NEXT STEP
Let’s define the right scope for your business.
Share your current process and required connections. Our team will help define the implementation scope and next steps.