Business solution

Quotation Automation

Connect incoming enquiries with requirement extraction, product and pricing data, deterministic checks, commercial approval and downstream sales actions.

Example architecture

A representative controlled workflow

  1. InputCustomer enquiry
  2. AIExtract requirements
  3. DataProduct / ERP lookup
  4. RulePricing and completeness
  5. HumanCommercial approval
  6. OutputQuote + CRM + follow-up

Human control

Responsibility remains explicit

Commercial approval and exceptions remain with the sales team.

  • automation
  • documents
  • integration
  • rules

Project context

Describe the process and systems involved.

Finch can assess where AI, software, integration, rules and human control belong.

Discuss your project