A request with visible gaps
Items and quantities are captured from the agreed input format. Missing specifications and unclear descriptions are sent for review.
Project concept · Technical wholesale quotes
Turn the customer’s list into a quote ready for review.
We turn customer enquiries into quote drafts linked to your catalogue. Your staff review product matches, pricing and delivery details, then reuse confirmed lines in the order.
Project offer · Scope and implementation are agreed for your operation.
QUOTATION / MATCHING
From enquiry to reviewed quote
| Requested | Catalogue | Review |
|---|---|---|
| Item A | Product A | Specification |
| Item B | Variant B | Review variant |
| Item C | Match unresolved | Follow-up needed |
A match is not a commitment
The team checks product, quantity, price and availability before approval.
THE STARTING POINT
Where effort builds up today.
Customers mix item codes, free-text descriptions and incomplete specifications. Sales staff retype lines, find suitable products and later enter the accepted quote again as an order.
MAKE THE WORKFLOW VISIBLE
A view of the possible result.
QUOTATION / MATCHING
From enquiry to reviewed quote
| Requested | Catalogue | Review |
|---|---|---|
| Item A | Product A | Specification |
| Item B | Variant B | Review variant |
| Item C | Match unresolved | Follow-up needed |
A match is not a commitment
The team checks product, quantity, price and availability before approval.
- 01Enquiry
- 02Matching
- 03Commercial review
- 04Quote
THE DELIVERABLE
What you have at the end of the pilot.
A quote draft from your catalogue
Suggested matches refer to items and the agreed price source. Sales staff confirm pricing, availability and delivery details.
An order from approved lines
After customer confirmation, the agreed data is transferred to an order draft. Changes from the quote remain visible.
FROM TRIGGER TO HANDOVER
How one step leads to the next.
- 01
Read the request
The customer list is broken down into items, quantities and missing specifications.
- 02
Match the products
Lines are checked against the selected product group; uncertain matches remain labelled as suggestions.
- 03
Approve the quote
A staff member reviews products, prices, availability and delivery details, then approves the quote draft.
- 04
Reuse the confirmed data
After customer confirmation, an order draft is prepared. Sales checks that it matches the quote actually agreed.
- One contact personSomeone in your team who knows the workflow.
- Access to examplesDocuments, recordings or test accounts, depending on the task.
- From managementOne kickoff conversation and the decision after the pilot.
THE FIRST DEPLOYMENT
A clearly bounded pilot.
One product group, one approved price source and one quote template. Your team confirms all commercial details; automatic sending and binding commitments are outside the initial scope.
What we need to begin
- A catalogue for the selected product group and a current approved price source.
- Sample enquiries with clear and difficult item descriptions.
- A quote template, a commercial decision-maker and an agreed order-draft format.
ASSESSMENT POINTS
Time to a quote ready to send
From receipt of a complete request to professional approval, with follow-up questions recorded separately.
Manual matching and correction
We record lines that sales rematches, completes or removes from the proposed draft.
Quote-to-order agreement
Confirmed items, quantities and terms are compared with the generated order draft.
FAQ
Before we start.
What happens when an item description is unclear?
The line is shown as unresolved or as a suggestion requiring review. A staff member confirms the match or asks the customer for clarification.
Where do prices and availability come from?
From the sources agreed for the test. We check freshness and transfer; sales staff confirm commercial details before approval.
Can we keep our existing ERP?
Yes. We assess a suitable handover method. An export may be sufficient initially; an interface or B2B-System as a separate option is assessed as needed.
RELATED TASKS
Where the next step could lead.
Robotics & operations
Check Kit Contents Before Dispatch
We set up visual inspection for a recurring shipment or assembly kit. A camera and, where needed, item identification help your team review discrepancies before packing and document the approved contents.
See the workflow & deliverables ↗AI & software
Manage orders. Record decisions. Verify completion.
We design an order workflow with clear responsibilities, documents and approvals. We assess your existing systems and offer B2B-System as an adaptable option for a limited pilot.
See the workflow & deliverables ↗THE NEXT STEP
What should work better in your business?
Tell us about a process that takes up your team’s time. We discuss where automation could help and what is needed to define the next step.
Describe your current workflow, the people involved and the outcome you need.
HEINRICH SCHNEIDER / DDC
heinrich@ddc.companyPrefer email? Write to us directly.