How &act handles your inquiries
Let our quoting agent handle the paperwork: reading emails, messages and documents, drafting the quote, asking for missing details, and syncing everything into your ERP.
What &act handles
From first contact to ERP entry — fully automated, always under your control.
Understands every input channel
Email, messenger or voice message — &act reads and understands inquiries regardless of format. Attachments including PDFs, Word, Excel and PowerPoint files, images and CAD drawings are automatically extracted and understood.
Full control through rulesets
You define rules for margins, mandatory fields and pricing terms. &act validates every quote draft against these rules — nothing goes out that does not comply.
Asks when something is missing
If quantity, specification or lead time is missing, &act automatically asks the customer the right follow-up questions — before the quote draft even begins.
Completes the full order
&act recognises what belongs to the order: freight costs, installation services, accessories — everything is added automatically, not just the requested SKUs.
Direct ERP synchronisation
Every approved quote is automatically transferred to the ERP — line items, prices and terms 1:1, no manual re-entry.
Hosted in Europe
All data stays in the EU. &act runs on servers in Frankfurt — GDPR-compliant, no data transfer to third countries.
See it in action
A complete example — from inquiry to sent quote.
1. Read the inquiry
&act reads unstructured inquiries from email, messenger or voice message and automatically detects customer, intent, lead time and request content.
- Recognises existing customers via email address, domain or customer number
- Extracts quantities, technical requirements, lead times
- Asks follow-up questions automatically when quantities, specs or delivery dates are missing
- Routes the inquiry to the right inside sales rep
Incoming inquiry
We need a quote for 20 high-bay luminaires, IP65, ~5,000 lumen, dimmable for our production hall. Delivery if possible by week 24.
Markus Weber
Industrial Solutions GmbH
2. Identify SKU & variant
From tens of thousands of SKUs, &act identifies the matching items including variant and sensible accessories — based on your PIM data and historical quotes.
- Variant configuration based on technical requirements (lumen, IP rating, voltage, …)
- Accessory suggestions from historical quotes
- Availability and lead time pulled from the ERP
Variant & configuration
3. Pricing & terms
&act determines the correct price: list price from the ERP, customer discount, volume tier, project terms. No Excel workaround.
- Terms system applied 1:1 from the ERP
- Volume tiers and project pricing applied correctly
- Special terms from comparable historical quotes as a suggestion
Quote draft
4. Quote into the template
&act formats the quote into your template, attaches datasheets and conformity declarations, and drafts the reply email in your house tone.
- PDF in your corporate identity, datasheet attachments
- Declarations of conformity (CE / VDE / ENEC / UL) attached automatically
- Response in the tone of your previous quotes
Response email + PDF
5. Validate, approve & send
&act validates every draft against your rulesets. Inside sales reviews, edits if needed, and sends with one click. Full audit trail.
- Validates every quote against sales-defined rules (discount limits, mandatory fields, consistency checks)
- Inside sales has final authority on every quote
- Corrections feed back into the model
- Full traceability per quote
Inside sales approval
6. Sync quote to ERP
&act automatically transfers every approved quote to the ERP — quote number, line items, prices and terms are written directly. No manual re-entry.
- Automatic transfer after inside sales approval
- Line items, prices and terms transferred 1:1 from the quote
- No manual re-entry in the ERP required
- Full audit trail: quote, approval, ERP entry
SAP entry
Validated ROI
Confirmed in the Mittelstand
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