AI Document Intelligence for Product Quotation Preparation
Designed a document intelligence workflow to extract product specifications, complete questionnaires and assist quotation preparation.
- Stage
- Solution design and pilot
- Industry
- Testing, Inspection and Certification
Summary
In brief
OB360 designed a document-intelligence workflow for a testing, inspection and certification business. It extracts specifications from customer technical PDFs, proposes questionnaire values, compares them with historical quotation context and identifies missing information.
This is a solution design and pilot. Production outcomes have not been validated.
This is a solution design and pilot, not a production deployment. The benefits described are intended benefits; production outcomes have not been validated.
Challenge
The business challenge
Preparing product testing and certification quotations required sales teams to interpret complex technical documentation and complete structured questionnaires.
Customer documents were often incomplete or difficult to interpret, which delayed questionnaire and bill-of-quantities preparation.
Solution
What OB360 designed
- Extraction of data from technical PDF files
- Auto-population of structured questionnaires
- Use of historical quotation and bill-of-quantities context for validation
- Identification of missing customer information, with follow-up questions prepared
- Traceability of every suggested value back to its source
Outcome
Intended outcome
The design is intended to reduce manual quotation preparation and improve data completeness. Measured impact has not been documented.
The case illustrates a direction for reducing manual document interpretation and accelerating quotation preparation.
Capabilities
Capabilities demonstrated
- RAG
- Document AI
- CRM integration
- Enterprise APIs
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