HeidelAI helps sales teams turn a customer enquiry into a branded PDF quotation. Catalogue context and the conversation reduce repeated data entry while people retain control over the commercial details.
From a message to a document
Consider a buyer asking for ten laptops with a particular memory configuration. Clarify the model and quantity first. Select the matching catalogue items, check the price and tax treatment, then prepare the document. A polished PDF with the wrong model is still a failed quotation.
Review before sending
Check customer identity, item descriptions, quantities, unit prices, discounts and applicable taxes. Confirm validity, delivery assumptions and payment terms where they apply. Keep a changed quotation distinguishable from the previous version so the buyer and salesperson can refer to the same offer.
Worked demonstration
Use fictional customer details and an example catalogue. Prepare a two-item quotation, change one quantity and inspect the revised totals. Review the PDF, then demonstrate the actual sending action. Treat preparing a draft, generating a PDF and delivering a message as separate observable steps.
Existing customer evidence
Lee The Computer Shopee reports moving from a 15–30 minute manual quotation workflow to generating and sending a PDF in under two minutes with HeidelAI. This is an attributed customer report, not a guaranteed completion time for every business or quotation.
Catalogue dependencies
Quotation quality depends on current product and price information. Agree on the source of truth for stock and commercial terms. An enquiry may require a custom item or an exception; keep a human route for those cases instead of assuming that every request can be completed automatically.