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Quote management workflows often encounter inefficiencies due to incomplete or inaccurate submissions, causing delays, manual follow-ups, and increased risk of rework. Missing data, unclear requirements, or incorrect attachments during quote intake can slow down processing and create avoidable handoffs across teams.The Quote Intake Completeness Agent eliminates these inefficiencies by guiding users step-by-step through a digital intake experience. It analyzes submitted forms, uploaded documents, and free-text inputs and cross-checks them against reference data such as product catalogs, pricing matrices, entitlement rules, and historical quote records. Using embedded extraction, classification, and validation capabilities, the agent automatically captures key information from both structured and unstructured content, detects missing or inconsistent data, and prompts the user to correct errors or provide the required details before the submission moves forward. Only fully complete and validated submissions advance in the quote process.By ensuring accuracy and completeness at the point of entry, this agent reduces manual follow-ups, eliminates redundant data correction cycles, and accelerates downstream processing. Organizations benefit from improved data quality, higher process productivity, and a seamless user experience that scales without additional human oversight.
Accuracy
TBD
Speed
TBD
Input Data Set
Sample of data set required for Quote Intake Completeness Agent:
Company Name: Apex Solutions Contact Name: Jane Doe Contact Email: j.doe@apexsolutions.com Project Title: Project Phoenix - Q3 Platform Upgrade
Quote Request Details:
Hello,
My team at Apex Solutions is requesting a formal quote for our "Project Phoenix" initiative. We need to procure software and services to support our new data analytics division. Please see the requirements below.
Software Requirements:
- Quantum AI Platform - Enterprise Tier License (Quantity: 75 seats)
- Data Integration Suite - Standard (Quantity: 1)
Services Requirements:
- Implementation Services: We will need your team's standard implementation package.
- Training: On-site training for 25-30 data analysts.
Timeline & Terms:
- We require deployment to be completed no later than October 31st.
- Please provide pricing for a 3-year contract term.
Attached Documents:
- Apex_Solutions_RFP_Phoenix.pdf
Deliverable Example
Sample output delivered by the Quote Intake Completeness Agent:
Quote Request Completeness Validation Report
Request ID: QR-2024-7341 Company: Apex Solutions Status: INCOMPLETE - ACTION REQUIRED
Summary
The submitted quote request for "Project Phoenix - Q3 Platform Upgrade" has been processed. We have successfully extracted the primary details, but additional information and documentation are required before a formal quote can be generated. Please review the items flagged below and provide the necessary details.
Extracted Information
| Field | Extracted Data | Status |
|---|---|---|
| Company Name | Apex Solutions | Verified |
| Contact Name | Jane Doe | Verified |
| Contact Email | j.doe@apexsolutions.com | Verified |
| Project Title | Project Phoenix - Q3 Platform Upgrade | Verified |
| Contract Term | 3 Years | Verified |
Line Item Validation
| Item | Quantity | Status | Note |
|---|---|---|---|
| Quantum AI Platform - Enterprise Tier | 75 Seats | Validated | Confirmed against product catalog. |
| Data Integration Suite - Standard | 1 Instance | Validated | Confirmed against product catalog. |
| Implementation Services | Standard Package | Requires Clarification | Please specify the required number of professional services hours or select a defined package tier (e.g., Bronze, Silver, Gold). |
| On-site Training | 25-30 Analysts | Requires Clarification | Please provide the physical address for the on-site training to calculate travel costs. |
Document Checklist
| Document Name | Submitted Filename | Status | Requirement |
|---|---|---|---|
| Request for Proposal (RFP) | Apex_Solutions_RFP_Phoenix.pdf |
Received | Standard |
| Data Security Questionnaire | Not Provided | Missing | This document is required for all Enterprise Tier software deployments. A template has been sent to your email. |
Next Steps
Please update your submission with the required clarifications and documents highlighted above. Once all items are validated, your request will be automatically routed to our sales team for pricing.
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Validates signed contracts against the approved quote, pinpoints mismatches, and drives fast resolution through guided recommendations.
Quote Intake Completeness Agent
Dynamically guides users through quote submission and ensures all required data and documents are complete upfront.