Automatic offer preparation

Automatic creation of offers

No more time-consuming offer preparation

High efficiency gains through time and cost savings

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Relieve your sales staff with supported quotation preparation

Your sales reps' time is valuable — so why not make the quotation process more efficient? With robodocxs, you can relieve your sales team by using artificial intelligence and automated processes.

Incoming offer requests can easily be sent to robodocxs via email, data interface or document upload. The system collects and structures the data, forwards it to your ERP and automatically creates a suitable offer — with the desired products and the individual conditions of your customer.

Preparing offers has never been so easy!

robodocxs in a 3-minute overview

Get to know how robodocxs works and how to use it

Robodocxs at a glance!

... robodocxs in a 3-minute overview

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Seamless integration with your ERP

What robodocxs recognizes

A typical request for an offer includes the following elements

Header/sender of the request for a quote

The header includes general information such as the name and contact details of the company making the request for quotation, as well as the date of the request and a unique quotation request number.

Describe the products or services you need

This describes in detail which products or services the company needs. This may include a list of specific items, desired quantities, technical requirements, quality standards, or other special requirements.

Delivery terms

Information about the desired delivery terms is recorded. This often includes details of delivery time, shipping method, storage location, and special delivery instructions.

Payment terms

The desired payment terms for the offer are specified here. This may include, for example, the desired payment method, payment terms and, if applicable, discounts or discounts.

Offer period

The date by which tenders must be submitted is recorded here. This enables potential providers to prepare and submit their offers on time.

Contact details and means of communication

The contact details of the contact person for inquiries and the preferred means of communication are listed here
(e.g. email, phone number) provided.

Other requirements, if applicable

Depending on the type of quotation request, further specific requirements or information may be included. These can be, for example, certifications, references or other evidence.

Signatures or contacts

The request for quotation document may contain space for signatures or confirmations. In addition, specialist contacts can often be found here for inquiries.