SalesFlow

MVP in development

Prepare quotations faster, without losing control of the facts.

SalesFlow helps sales teams turn requests for quotation into structured internal drafts using verified product information from BC.

Product demonstration

Internal quotation

Stopped for review

  1. Request received
  2. Products matched in BC
  3. Unverified item flagged
  4. Draft prepared
  5. Stopped for review

Fictional sample

Request

Oficina do Tejo, Lda

40 cable glands, M20. 12 lengths of trunking, 2 m. One food-grade gland, IP69.

Matched in BC

  • VerifiedCable gland M20186 available€4.20 · BC
  • VerifiedTrunking, 2 m40 available€11.80 · BC
  • Not verifiedFood-grade gland, IP69Not in the catalogue— · BC

Internal draft

Q-2041

Verified lines only · €309.60

The missing specification is left out.

Business problem

Requests for quotation often arrive by email in inconsistent formats. Salespeople must identify products, check descriptions and availability, recognise incomplete specifications and manually assemble the quotation.

This takes time and creates a risk of quoting information that was never confirmed in the ERP.

What SalesFlow does

SalesFlow reads the incoming request and identifies the requested products and specifications. It searches BC for matching records, distinguishes verified information from unsupported requirements and prepares an internal quotation draft.

When a requested specification cannot be verified, SalesFlow marks the gap instead of inventing an answer.

The draft remains internal until the salesperson reviews it and decides whether it is ready to send.

Benefits

  • Faster preparation of quotation drafts
  • Product information grounded in BC
  • Clear separation between confirmed and missing data
  • Fewer manual checks across emails and ERP records
  • Commercial control before anything reaches the customer

Current status

SalesFlow is an AI-assisted quotation MVP in development.

Technologies

  • n8n
  • Python
  • Streamlit
  • FastAPI
  • Business Central
  • LangSmith

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