Quote Process Automation

Our client receives up to 100 quotes a month in various pdf formats via email. Previously, the client would then save these quotes in Dropbox. Whenever a price was needed, the client would then have to search through multiple folders and multiple PDF files to find it. This was proving time-consuming and frustrating.

Automatic Quote Detection

An automation system watches incoming emails and is able to detect any email that contains a quote or has an attachment that is a quote.

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Quote Data Extraction

When a quote is detected, the PDF is sent to our data extraction system, which scrapes the data from the file.

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Realtime Database

The extracted data is then automatically sent to a database that is updated in realtime to reflect any changes.

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Interactive Dashboard

Every price our client receives is now automatically added to an interactive dashboard. This allows for rapid pricing and completely removes the need for searching through PDF’s for prices.

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