Request-to-product matching
Match requirements to product and pricing rules.
WORKFLOW AUTOMATION · Sales & CRM
Turn approved pricing rules into quote drafts ready for review.
Build quotations from approved product and pricing rules, route exceptions for approval and track the proposal lifecycle.
- Match requirements to product and pricing rules.
- Draft the quote.
- Track delivery and status after approval.
Tell us what you need; we will define the scope and setup steps with you.
★★★★★Explore customer experiencesQuote Preparation & Approval ManagementExample workspace
Quote draft and approvalIllustrative workspace
A quote requiring a discount exception
Customer request and approved price listReview draft
- Input
- Requested items and discount
- Check
- Pricing rules and discount authority
- Output
- A quote draft awaiting manager approval
Request-to-product matching
Quote drafting
KEY FEATURES
What this product will handle for your team.
Practical capabilities with a clear role in your workflow.
Quote drafting
Draft the quote.
Approval and quote tracking
Track delivery and status after approval.
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
A multi-line quote request
- 01THE NEED
A customer emails a request covering several items and special delivery conditions.
- 02AI APPROACH
Match requested items with the catalog, flag missing details and submit a non-binding draft to the sales owner.
- 03NEXT STEP
Deliverable: Reviewable quote draft and approval history. Success metric: Quote preparation time.
SELECTED USE CASE
A quote requires an exception discount
- 01THE NEED
A requested special discount exceeds the seller's approval limit.
- 02AI APPROACH
Hold a proposal that exceeds the discount threshold until the designated manager approves it; do not send it as final.
- 03NEXT STEP
Deliverable: A proposal held for manager approval with a decision trail.
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?
Quotes are delayed when requests, price lists and approvals live in different places.
Source and need
A customer emails a request covering several items and special delivery conditions.
What is included in the scope and outputs?
Deliverable: Reviewable quote draft and approval history. Success metric: Quote preparation time.
Deliverable: A proposal held for manager approval with a decision trail.
Implementation is scoped after checking access and data in the customer’s systems; no prebuilt connection is assumed.
How do quoting, setup and connections work?
Let’s define the scope together.
Workflow setup, integration assessment for suitable systems, testing, monitoring and ongoing management. Core deliverable: Reviewable quote draft and approval history.
CRM, product/service catalog, pricing and discount rules, quote approvals
Which steps belong to AI and your team?
Rules and workflow
Match requested items with the catalog, flag missing details and submit a non-binding draft to the sales owner.
Proposed output
Deliverable: Reviewable quote draft and approval history. Success metric: Quote preparation time.
Team review
Authorization, approval steps and exception owners are agreed with your team during setup.
Business rules
Implementation is scoped after checking access and data in the customer’s systems; no prebuilt connection is assumed.
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 data and systems are needed for request-to-product matching?
Setup reviews access to CRM, product/service catalog, pricing and discount rules, quote approvals. Data scope, permissions and transfer methods depend on the client environment; a ready-made connector is not assumed.
What are the pricing and usage terms?
Can the workflow issue binding prices automatically?
Only approved pricing and discount rules are used; exceptions go to an authorized sales owner.
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.