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SOLUTION | SALES & CONTACT CENTER

Accelerate Quote Processing from Days to Minutes

The Opportunity Hiding in Your Inbox

Every quote request is a potential revenue opportunity, if you can respond fast enough. Manual quote processing delays revenue, increases errors, and slows your entire order-to-cash cycle. Most businesses either simplify their offerings (limiting growth) or outsource quoting (increasing risk and cost). But there’s a better way.

67

of sales teams’ time is devoted to quote processing ​(McKinsey)

Purpose-Built Intelligent Automation for Quoting

Automate every step from intake to pricing, with human-in-the-loop for when it matters most. Our Quote Processing Solution uses Agentic AI and intelligent automation to orchestrate the full quote lifecycle:
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Ingest & extract quote data automatically

Quote requests—whether via email or portal—are automatically parsed using Intelligent Xtraction & Processing. Customer info, SKUs, quantities, and requirements are instantly extracted and routed for processing.

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Standardize & validate inputs

AI maps extracted data to your internal product codes, naming conventions, and inventory systems—ensuring that quotes are based on clean, validated data before they hit pricing.

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Determine optimal pricing with agentic AI

Using Peak AI, the system simulates thousands of pricing scenarios in real-time to recommend the most competitive quote—factoring in market conditions, discounts, margins, and regulatory requirements.

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Route quotes for human review & final approval

Surface deals for final review and approval in a centralized dashboard. Sales reps can adjust pricing, view likelihood to convert, and finalize submissions in minutes.

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Auto-generate & send tailored quote responses to customers

Once approved, a digital agent crafts a tailored response email and sends it to the customer—tracking every step for auditability.

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Capture every quote, revision, & decision to improve model accuracy

Each quote, revision, and outcome is logged to continuously refine the model. Over time, your system learns which prices win, which quotes convert, and how to respond even faster.

The Shift to Agentic: What's the Impact?

37

average cost reduction through AI-powered automation (Bain)​

4

average revenue growth with faster, more personalized quotes (McKinsey)​

80

of RFPs processed automatically for one client

90

reduction in quote processing time from 8 hours to 90 seconds for one client​

Watch Agentic Quote Processing in Action
CASE STUDY

Unlocking $10M in Revenue with Agentic RFP Processing

An American energy and utilities provider set out to transform its operations with a streamlined, data-driven, and customer-centric approach across its contact center and sales teams. With growing demand, they needed a solution to improve efficiency within their Request for Proposal (RFP) and Quote Processing functions.​
ON-DEMAND WEBINAR

Take a Peak at UiPath's Agentic Applications

Discover how leading enterprises are using Peak AI to optimize pricing and unlock new revenue. Watch the webinar to explore real-world quote processing case studies.

Driving Value for 300+ Leading Brands

Ready to win more business with agentic automation?

Let’s talk about what quote processing could look like for your business.