Sales teams were inundated with thousands of quote requests daily across regions, with each requiring manual review of emails, product catalogs, and pricing databases. When products were unavailable, identifying suitable substitutes or alternate configurations involved time-consuming lookups and approvals. This slowed response times, introduced pricing inconsistencies, and often led to lost revenue opportunities - especially in high-volume, fast-moving product categories. Leadership lacked visibility into quoting efficiency, approval bottlenecks, and customer response trends across different teams and markets.
Unframe deployed an AI Quote Intelligence Engine that automates the full quote lifecycle, integrating with the company’s ERP, warehouse inventory tracking and shipping data. The AI Engine understands quote requests from emails or chats, searches for product and pricing data in real time, and generates tailored automated responses within seconds. If an item is unavailable, it recommends equivalent alternatives - ensuring zero dead ends for customers. Once the customer confirms, AI finalizes and submits the quote without human intervention. Internal teams can also query the system in plain language to surface insights - like quote performance by region, product substitution trends, or pipeline velocity - and visualize results directly in dynamic dashboards.