HELIVIQSOFTWARE

AI Studio / RFQ to Quotation

From RFQ to draft quotation, with a person in control

Requests for quotation arrive as emails, PDFs, spreadsheets and phone photos. The assistant reads them, identifies the items against your part-number master and prepares a priced draft. Your team checks it and sends it.

What it does

What it does

Reads every format

Email body, PDF, Excel and photos of handwritten or printed lists.

Matches your items

Customer codes and descriptions matched to your item master and known equivalents.

Prices from your rules

Rates come from your own price lists and customer-group rules, never invented.

Review before sending

Unmatched or uncertain lines are flagged for a person to resolve.

How it starts

How it starts

  1. 01

    Connect sources

    A shared inbox or upload page for RFQs.

  2. 02

    Load your item master

    Part numbers, equivalents and price rules.

  3. 03

    Pilot on real RFQs

    Run alongside your team and compare drafts with their quotations.

  4. 04

    Go live

    Drafts land in your quotation system for review and sending.

What it does not do

What it does not do

It does not send quotations on its own, change your prices or guess an item it cannot match. Every draft is checked by your team.

Questions

Questions

Does it work with our existing ERP?

Drafts can be created in HydraFlow or exported in a format your current system can import. We confirm this during the process review.

What happens to our customers' documents?

Documents are processed only to prepare your drafts and are kept within your own systems.

How long does a pilot take?

It depends on how clean your item master is. We agree the pilot scope after reviewing a sample of your RFQs.

Next step

Try it on your own RFQs

Share a few sample RFQs and we will show the drafts it prepares.