SmartQuote
The SmartQuote module is the advanced solution for managing the complex process of preparing quotes. It automates the extraction and normalization of supplier rate sheets in various formats and enriches them with ERP-derived data. By leveraging AI, NLP, and advanced pricing logic, SmartQuote streamlines the entire quotation cycle, reducing response times and improving reliability and scalability.
Main Features
Automated Supplier List Capture
- Dedicated email box monitoring by intelligent robot.
- Semantic extraction of email contents and attachments (PDF, Excel) via AI + OCR + NLP.
- Generation of log records related to individual capture and analysis operations so as to premise consultation.
Rate Model Recognition
- Automatic identification of: shipper, carrier, type of service, mode of transport, commercial terms.
- Recognition of the most suitable tariff model via configurable rule engine.
- Support for preset rates and spot rates, dynamically selected based on the context of the request.
Generation of the Quotation for the Sales Team or for the Customer
- Calculation of purchase costs and application of configurable margin rules.
- Economic proposal generation with integrated cost simulation.
- Support for Smart View, allowing the sales team to quickly update pricing logic, receiving AI-driven suggestions for optimization.
- Instant access to negotiated or real-time rates.
Automated Proposal Submission
- Automated business proposal creation with predefined email templates and PDF attachments.
- Automatic sending to the client in less than 30 seconds, ensuring consistency and speed.
- Tracking of proposal delivery and opening via intelligent logging.
White-Label Frontend for the End Customer
- Branded online portal for end-customers, with the ability to view offers and proceed to booking.
- Display transportation rates + customer-specific surcharges.
- Digital self-service environment, fully integrated with the operational pipeline.
Integration with Enterprise Systems
- ERP Integration: synchronization of master data, costs, rates and contracts.
- CRM Integration: tracking of customer interactions and sales pipeline.
- TMS Integration: automatic activation of shipment to booking.
- RESTful / JSON API: for integration with portals, external services and AI chatbots.
- Multichannel support: email, web app, API, and future channels (voice chatbots, RPA triggers).
Operational benefits
- Reduced response time: from hours to <30 seconds due to full-cycle automation.
- Lowered operational load: pricing activities performed without manual intervention.
- Communication accuracy and consistency: uniform branding and structured output.
- Full traceability and auditability on every generated quote.
- Superior customer experience with white-label frontend and digital booking.
- Active business intelligence: AI suggestions for sales rules and margin optimization.
- Horizontal scalability: simultaneous handling of dozens of queries without performance impacts.
The SmartQuote Module automates the entire quoting cycle for shippers, reading email requests, recognizing rate models, generating and sending quotes in seconds.