Agents we build
Meet the Quote-to-Order Agent
Turns accepted quotes and customer orders into checked orders, without the re-keying. It reads every purchase order, matches it to the quote, checks price, quantity, dates and credit, then prepares the order in your ERP. Anything that doesn't match goes to a person with the evidence.
Try it
Watch the Quote-to-Order Agent work.
Live demo · Ridgeway Precision (fictional), a precision engineering firm. Fictional data, nothing is sent.
Ask the agent
Agent activity
- Email · PO 44871 read from the attached PDF: 6 lines, £18,420.
- Quotes · Matched to quote Q-2291, accepted on 3 October.
- Lines · Quantities match. Line 4 price differs.
- Capacity · Requested 14 November. Earliest slot is 21 November.
- Credit · Within limit. Account in good standing.
Working on it...
What it does
Built around your business, not a generic tool.
01
Reads any order
PDFs, emails, spreadsheets and customer portals, whatever format the customer uses.
02
Matches the quote
Finds the right quote and compares every line: part, price, quantity and terms.
03
Checks what matters
Delivery date against capacity, credit limit, account status and missing information.
04
Prepares the order
Creates the sales order in your ERP as a draft, ready to release.
05
Flags exceptions
Differences go to the right person with the documents side by side.
06
Confirms to the customer
Drafts the order confirmation once the order is approved.
How it works
AI does the legwork. A person makes the call.
Trigger
A purchase order arrives
AI step
Read the order and match the quote
AI step
Check price, dates, capacity and credit
AI step
Prepare the order and the confirmation
Person signs off
Sales admin approves exceptions
Guardrails
Safe by design.
- Nothing is posted to your ERP without approval until you choose otherwise.
- Differences are never accepted automatically.
- Every check shows the source documents.
- A full audit trail of what was checked and who approved it.
Your own Quote-to-Order Agent
From £6,000
setup
From £300/month
run and improve
Built as a project on your own systems, then monitored and improved under Managed AI Operations. Prices exclude VAT.
Talk about your Quote-to-Order Agent