Platform · Module · Sales and finance management
Quotes: AI reads the request, the rule calculates the price.
Ordeno's quotes module builds the proposal from the product catalog, the price list and the company's minimum margin. Costing from the current cost of raw materials and services is being rolled out. A discount above the authority level goes for approval. The proposal is sent as a PDF with your brand, by email or WhatsApp, and acceptance turns it into an order.
What this module solves
Slow quoting
Sales reps stop working out weight, cost and margin in a spreadsheet for every request.
Wrong margins
Cost pulled from the latest purchase and minimum margin locked by the rule, not by the quoter's memory.
Proposals without history
Every version, discount and approval stays linked to the customer.
How it works
Request intake
The request arrives by email, WhatsApp, procurement portal or through the rep; the agent reads text, PDF or photo and fills in the items.
Rule-based calculation
Weight, raw material cost, services and freight are calculated by formula, with the company's minimum margin.
Discount authority levels
A discount within the band goes straight through; above it, it enters the approval workflow.
Proposal sent
PDF with the company's brand, validity and terms, sent by email or WhatsApp with open tracking.
Acceptance becomes an order
Once the customer approves, the quote becomes a sales order with the same items.
Where AI comes in and where rules apply
Rule
Price, weight, margin and totals are always calculated in code, from registered tables and costs.
AI
The agent only extracts the request (material, size, standard, quantity) and asks for what is missing; it never makes up a price.
What it usually replaces
Connected to other modules
Frequently asked questions
Does the AI set the price?
No. The price comes from the company's cost and margin rule. The AI reads the request and fills in the items.
Can I quote from a PDF or a photo?
Yes. The agent reads PDFs, spreadsheets, drawing photos or messages and builds the items for review.
How do discounts work?
Up to the rep's authority level it goes straight through; above it, it goes for approval with the customer's history.
Does the quote become an order by itself?
Yes, when the customer approves, with the same items and terms.
See this module running in your operation.
Free assessment: we map the process, show what moves off spreadsheets and side systems, and agree on the price before we start.