Read the enquiry
Bring the message, email or permitted attachments into one enquiry record.
AITEREX · AI FOR LOGISTICS
Get the enquiry ready before asking sales to price it.
A short message and a few photos can lead to several rounds of questions about routes, dimensions, weight and timing. Explore using AI to collect what is known, flag what is missing and prepare the enquiry for sales.
Discuss how your team worksSeparate quotation preparation from pricing decisions.
Ask for what is missing
Use the fields your team actually needs. Avoid asking customers to repeat information they already supplied.
Leave pricing for review
Discuss drafts once approved rate sources are available. Margins, discounts and special commitments remain with the responsible person.
Start with the quotation template you use today.
Bring a few anonymised enquiries with different levels of detail. Check whether required fields are missing, follow-up questions are useful and sales can act on the result.
Before you start
Can it send prices directly to customers?＋
First agree the rate source, validity, surcharges and approval process. Enquiry preparation is often the starting point; sending a quotation is a separate decision.
Must we replace our CRM or order system?＋
No replacement is needed to begin the discussion. Start with existing templates and examples, then assess integration if repeated data entry is worth addressing.
Read more about this workflow
What information is most often missing from your quote requests?
Start with one example. A finished project brief is not needed.
