SM
Sheby M
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Finance, Sales · AI Agent, Automation, Website
QuoteFlow AI – Website Quote Automation
An AI workflow that converts website and email enquiries into structured requirements, calculated pricing, quotations, and CRM opportunities.
Stack and focus areas
AutomationAIQuote GenerationCRMPDF GenerationApproval WorkflowEmail AutomationPricing RulesOCR
Project description
Sales employees manually interpreted requests, searched pricing, calculated totals, prepared documents, and requested approval.
I built a workflow that extracts requirements from forms, emails, and attachments, retrieves customer and pricing rules, creates a quote, and routes exceptions through approval before delivery.
