Document extraction: Requests for quotesinto the quote faster.
Read the request, match the items, prepare the quote.
Requests arrive as an email with an item list, as a PDF or as an Excel file from your customer's purchasing system. robodocxs reads every line, matches it to your items and hands it to your ERP. Your sales team works on price and quote instead of typing.
Handover to these systems and more
- SAP C4C
We read every request down to the last line, even as an Excel list.
- 1
Sender
Requesting company, date and request number.
- 2
Line items
Requested items or services with quantity and requirements.
- 3
Delivery terms
Requested date, shipping method and place of delivery.
- 4
Payment terms
Requested payment period, early-payment discount and rebates.
- 5
Quote deadline
When your quote has to be in.
- 6
Contact
Who answers questions, by email or phone.
- 7
Further requirements
Certificates, references and proofs.
- 8
Signature
Approval or contact of the specialist department.
Whatever is recognized with certainty goes straight into the ERP. Your team checks the rest.
-
01
Matching
Customer and requested items are matched to your master data.
automatic
-
02
Review
Uncertain spots are flagged, with the document right next to them.
only where needed
-
03
Handover
The data goes to your ERP by interface, webhook or file.
SAP, Dynamics, SelectLine, …
Balluff and Oest automate over 90% of their orders.
-
Balluff GmbH
- Company
- Balluff GmbH
- Sector
- Industrial automation
- Employees
- 3,600 worldwide
- Sites
- 20 integrated branches
-
Oest Group
- Company
- Oest Group
- Sector
- Oil, lubricants and energy industry
- Employees
- approx. 400