Trades ERP & Quoting Software
KIProblem: Quotes, invoices and accounting are scattered across several tools.
- Trades ERP
- Quoting and invoicing software
- Accounting software integration
Quote, invoice and accounting draw on the same project data.
AI module: Quote Assistant
- Task:
- Drafts a structured quote proposal from key data for review.
- Output:
- Draft quote (PDF/document) with line items, quantities and prices.
- Approval:
- Draft is always reviewed and approved by a staff member before it is sent.
- Privacy:
- Processes customer and project data from the request; details are defined per project.