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Turn inbound RFQs into sales-ready quotes—automatically.
WizCommerce’s AI Quoting Assistant reads inbound RFQs in any format, understands who they’re from, applies the right pricing logic, and creates accurate, sales-ready quotes in minutes—so your team responds faster and wins more deals.
Here's how it works
Captures Incoming RFQ's
Reads RFQs from emails, PDFs, spreadsheets, and attachments—no matter how customers or prospects send them.
Extracts Line Items
Identifies products, quantities, descriptions, and sender details—even when SKUs or prices are missing or loosely described.
Identifies Leads vs Customers
Understands whether the RFQ is coming from a new lead or an existing customer—so the right price lists, contracts, and quote rules are applied automatically.
Applies Pricing Logic
Automatically fills prices using your default price lists, contract pricing, or customer specific rules—while allowing sales to override when needed.
Creates Sales - Ready Quotes
Generates accurate, review-ready quotes with all required fields—ready to send as PDFs or emails to customers and prospects.
Sends Quote Confirmations
Prepares and sends quotes to the appropriate email recipients—so sales teams can respond faster and keep deals moving.
We just email our orders to WizAI’s Order Entry Assistant and it handles the rest. What used to take four hours now takes just five minutes.
- JESSICA CARL
- CMO & Head of Partnerships @ SARO LIFE
KEY FEATURES
Modern wholesale quoting demands speed and accuracy
Auto-populate SKU details from your ERP
The AI Quoting Assistant matches RFQ line items to your internal SKUs and automatically fills descriptions, pricing, and product details from your ERP.
Apply the right pricing—every time
Automatically uses the correct price lists, contract pricing, and rules based on whether the RFQ is from a lead or an existing customer—while still allowing sales to adjust when needed.
Send quotes faster and win more deals
Surfaces all extracted details, pricing logic, and suggestions in one place—so sales teams can review, fine-tune, and send quotes quickly without second-guessing.
Integrations
Connected to your ERP from day one
With 1,000+ pre-built connectors, WizAI’s Order Entry Assistant creates orders directly inside your ERP—no middleware, no custom builds, no manual entry.
Frequently Asked Questions
What is AI-powered quote-to-order automation?
AI-powered quote-to-order automation uses AI to turn buyer inquiries into accurate quotes and then convert approved quotes into sales orders with minimal manual work. This includes pulling product, pricing, taxes, availability, and customer terms automatically so teams can move from “request” to “order” faster and with fewer errors.
What does an AI assistant do?
An AI assistant helps teams by understanding requests, fetching the right information, and completing routine tasks. In the context of B2B ecommerce, an AI assistant should answer product/price questions, prepare quotes, capture order details, and route exceptions to humans when needed (for example, when approval or negotiation is required).
What is automated quotation?
Automated quotation is the process of generating quotes automatically using preset pricing rules, customer-specific terms, and real-time product data, so sales reps don’t have to build quotes from scratch each time. Tools like WizCommerce’s Ella help assemble quote-ready line items, apply the right customer pricing logic, and speed up turnaround while keeping everything consistent and reviewable.
Can AI do quotation?
Yes, AI can do quotation by suggesting items, quantities, and pricing based on past orders and rules, checking for missing details, and producing a quote draft instantly; the best setups still keep guardrails like approvals for margin thresholds or special pricing.
How does sales quote automation help a business scale?
Sales quote automation using tools like WizCommerce’s Ella helps a business scale by reducing the time spent on repetitive quoting, improving turnaround time, standardizing pricing logic, and lowering errors. Therefore, the same team can handle a higher volume of quotes without compromising accuracy.
How is AI used in order entry?
AI is used in order entry to capture line items from emails, chats, PDFs, or buyer portals, validate SKUs and quantities, apply customer pricing, and create clean orders for review, while flagging only the exceptions (like discontinued items or unusual discounts).
What is order automation?
Order automation means automating steps like capturing orders, validating inventory and pricing, applying taxes/shipping rules, creating the sales order, and syncing it to ERP/CRM. This way, order processing becomes faster, more consistent, and less dependent on manual entry.