From customer requirements to a governed quotation handoff.
Ingest requirements from every sales channel, find relevant historical quotations, assemble an explainable draft estimate, involve people where judgment is required, and deliver a controlled package to Sales and Engineering.
Active workflow
Open and work any solution independentlyIndependent solutions
Use each module alone or as one connected flowRequirements ingestion
Email, Dynamics 365, Salesforce, custom CRM, Teams, documents and API/ERP.
Quotation similarity
Search prior quotes, configurations, sold orders, BOMs, margins and project outcomes.
Estimate and handoff
Edit assumptions, approve exceptions and package the response for both teams.
IndustryToAI™ reusable solution pattern
This demonstration can be configured for each customer’s systems, terminology, products, estimating rules, approvals and response templates.
Concept demonstration using synthetic information. No live customer systems or confidential data are connected.
Ingest requirements from every customer channel.
Open any source independently, review mapped information, add attachments, and decide whether a person or a validation rule advances the RFQ.
Requirement patterns received
Select one or several patterns; each remains linked to its original evidenceCustomer, OEM or internal product identifiers.
Capacity, dimensions, utilities, material and tolerances.
PDF, CAD, image, BOM or equipment schedule.
Throughput, operating result or application outcome.
Repeat, revision, replacement or same-as request.
Competitor cross-reference or acceptable alternative.
RFP clauses, certifications and mandatory compliance.
Email, notes and multiple evidence types combined.
Received requirement package
RFQ-260317 · synthetic opportunityIntake validation Human required
Three locations lack electrical service details. Two requested models have regional voltage variants.
Interpret every requirement pattern into one governed model.
Part numbers, specifications, drawings, performance needs, BOMs, previous quotes and free text are resolved differently while the original customer statement remains unchanged and traceable.
Part-number resolution
Validate active, discontinued and superseded items against ERP, PLM, catalogue and customer cross-reference data.
2 exact · 1 supersededSpecification resolution
Extract and normalize capacity, dimensions, utilities, material, options, tolerances and standards.
3 fields to confirmDrawing and BOM resolution
Read title blocks, schedules, line quantities, notes and revisions while retaining the source file.
Rev C indexedOutcome-based resolution
Translate throughput and application needs into candidate product families and configuration rules.
3 candidatesRequirement interpretation workbench
One row per requirement · original evidence preserved| Original requirement | Pattern | Normalized result | Match status | Confidence | Human action |
|---|---|---|---|---|---|
| Customer PN NS-88421 Equipment schedule Rev C | Customer part number | Internal PN DT-88421 · Rev C | Exact active item | 99% | |
| Model X100 replacement Customer email | Replacement | X100 discontinued · X120 proposed successor | Compatibility review | 94% | |
| Peak 240 meals/hour Site survey | Performance | Rapid-cook family · three configurations | Candidate set | 84% | |
| 208V / 3-phase Email versus drawing | Specification | Drawing states 240V at three sites | Source conflict | 61% | |
| Equipment Schedule lines 18–42 Uploaded XLSX | BOM or schedule | 25 lines · 21 matched · 4 configurable | Bulk interpreted | 91% |
Common normalized requirement object
Original statement · source evidence · customer and internal part numbers · product family · quantity · technical attributes · mandatory and preferred criteria · standards · confidence · clarification status · revision.
Interpretation gate Human required
Exact active part numbers may progress automatically. Conflicts, replacements, multi-candidate matches and custom requirements require confirmation.
Normalize, classify and clarify the requirement.
AI converts mixed emails, spreadsheets, PDFs and CRM fields into a structured commercial and technical brief without inventing missing requirements.
Commercial scope
18 sites · phased delivery · installation options · warranty extension · training.
Equipment families
Rapid cook, conveyor ovens, refrigeration, beverage, holding and connectivity.
Open questions
Electrical service · hood strategy · final throughput profile.
AI requirement interaction
Fine-tune the brief through a traceable conversationStructured brief Review
7 sites require electric-only alternatives.
Peak 240 meals/hour at flagship format.
Pending for three Canadian sites.
Match all relevant historical quotations and outcomes.
Select the available historical sources, search their records, inspect the evidence behind every score, and choose the comparables that should inform the estimate.
Historical data sources
Choose any connected or uploaded source independentlyCRM quotations
Dynamics 365, Salesforce or custom CRM quote records, revisions, terms and outcomes.
642 recordsERP sold orders
Final configuration, quantity, discount, freight, margin and fulfillment result.
411 recordsCPQ and configurator
Configured products, option rules, alternate selections and approved price logic.
534 configurationsEstimate workbooks
Excel calculators, manual estimate forms, rate tables, assumptions and revisions.
318 workbooksQuote document repository
SharePoint, OneDrive, network folders, PDFs, Word proposals and attachments.
1,106 filesEmail archive
Customer requests, clarifications, negotiated changes and issued quote responses.
2,480 messagesEngineering and PLM
Equipment schedules, BOMs, option sets, drawings and technical exceptions.
809 filesSupplier pricing
Supplier quotations, purchased components, price validity and lead-time history.
226 price recordsProject closeout
Installation variance, customer changes, delivery performance and lessons learned.
276 projectsActual cost and outcome
Final labor, material, freight, warranty, margin, win or loss and variance.
389 outcomesRequirement-aware match strategy
Weights adapt to the interpreted requirement pattern and remain editablePart-number signal
Exact internal or customer cross-reference, supersession and option compatibility.
30% weightSpecification signal
Mandatory attributes, tolerances, utilities, standards and performance similarity.
25% weightApplication signal
Customer segment, use case, quantity, geography and delivery model.
25% combinedCommercial outcome
Date, quoted price, actual cost, margin, revision history and win/loss result.
20% weightRanked quotation matches
Explained against part number, specification, application and commercial signals| Select | Historical quote | Customer / scope | Source evidence | Why it matches | Outcome | Score | Evidence |
|---|---|---|---|---|---|---|---|
| Q-250881 Rev 4 | 21-site fast casual modernization | Dynamics 365 · ERP · Project closeout | ElectricMulti-siteConnectivity | Won · 22.4% GM | 92% | ||
| Q-251106 Rev 2 | Hotel kitchen portfolio refresh | CRM · CPQ · Quote PDF | PhasedTrainingCanada | Won · 20.8% GM | 87% | ||
| Q-240519 Rev 6 | Institutional dining rollout | Estimate workbook · Engineering · Actual cost | High throughputHolding | Won · 19.6% GM | 83% | ||
| Q-250392 Rev 3 | Regional convenience chain | Email · CRM · Supplier pricing | VentlessBeverage | Lost · price | 78% |
Create an explainable draft estimate.
Build the estimate from the normalized scope, historical evidence, current commercial rules and editable assumptions. Every adjustment creates a traceable revision.
| Estimate line | Source requirement | Basis type | Evidence and adjustment | Qty | Unit | Extended | Confidence |
|---|---|---|---|---|---|---|---|
| Equipment package | PN NS-88421 + schedule | Current ERP price | Exact part match · regional option set | 18 | $41,800 | $752,400 | High |
| Connectivity & commissioning | Performance + site scope | Historical actual | Q-250881 · indexed for 18 locations | 18 | $3,650 | $65,700 | High |
| Installation allowance | Drawing + specifications | Complexity model | Three unresolved voltage and ventilation fields | 18 | $8,250 | $148,500 | Medium |
| Training & rollout support | Tender deliverable | Standard rate card | Three formats · phased delivery | 1 | $38,000 | $38,000 | Medium |
| Freight & contingency | Delivery + open risks | Approved rule | Current freight table + 4.5% risk | 1 | $63,850 | $63,850 | Review |
Recommended sell price
Put human judgment exactly where it is required.
Sales, estimating and engineering review the same evidence package, edit assumptions, upload supporting material and approve or return individual sections.
Sales review Approved
Customer scope, commercial strategy, response date and relationship considerations.
Estimator review In review
Rates, comparable quote basis, risk allowance, margin and exclusions.
Engineering review Required
Configuration feasibility, utilities, integration dependencies and exception handling.
Review controls
All actions recorded in the audit trailStructured brief linked to source evidence.
Three selected quotes accepted as comparables.
Confirm voltage variant and ventilation at three locations.
Margin and approval limits within policy.
Final human gate Pending
Release the approved draft and complete evidence package for controlled handoff.
Save, edit, upload and hand off the complete RFQ package.
Create role-specific outputs for Sales and Engineering while preserving one governed record, revision history and source evidence.
Customer quotation response
Executive summary, recommended configuration, pricing, delivery, assumptions, options, exclusions and validity.
Technical requirements handoff
Approved structured brief, equipment schedule, utilities, configuration decisions, exceptions, attachments and customer clarifications.
Controlled package contents
Revision 3 · approved synthetic demo| Artifact | Owner | Format | Revision | Status | Action |
|---|---|---|---|---|---|
| Customer quotation response | Sales | DOCX / PDF | v3 | Ready | |
| Structured requirement brief | Engineering | DOCX / JSON | v3 | Approved | |
| Equipment schedule | Sales Engineering | XLSX | Rev C | 3 open fields | |
| Source evidence bundle | RFQ record | ZIP / links | Snapshot | Complete | |
| Approval & audit record | Governance | PDF / log | Final | Locked |
Future integrations may connect Microsoft Dynamics 365, Salesforce, ERP, document repositories, Teams and workflow APIs subject to client architecture and security approval.