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Flagship Workflow · 02

Generate ERP-logged draft quotes, automatically.

Responding to RFQs is one of the highest-friction workflows in manufacturing sales. Estimators spend hours reviewing documents, pulling historical data, and building quotes. SectorAgent automates the full sequence — from document intake to ERP-logged draft quote.

Live deployments to date are in rubber manufacturing; other sub-sectors are scoped per engagement.

Six steps, fully assembled and governed.

  1. 01

    Ingest RFQ

    RFQ documents and attachments loaded into the workflow.

  2. 02

    Extract specs

    Document Intelligence pulls parts, dimensions, and tolerances.

  3. 03

    Compute geometry

    Geometry and material volumes derived for costing inputs by the Area Calculation workflow.

  4. 04

    Fetch costs

    Historical pricing and material costs pulled from ERP and records.

  5. 05

    Human review gate

    Required before dispatch. The estimator approves or adjusts.

  6. 06

    Draft quote

    Draft assembled and logged in the ERP for estimator review.

RFQ response: 3–10 days → under 4 hours. Quote accuracy: ±8–15% → ±3–5%.

Speed

Reduce quote cycle time by automating document extraction and data assembly.

Consistency

Every quote follows the same logic, drawing from the same data sources — no estimator variability.

Estimator value

Estimators review and approve — they no longer spend time on data gathering and document re-entry.

Estimator-in-the-loop

The agents do the gathering. The estimator owns the number.

This workflow's version of SectorAgent's human-in-the-loop principle: the agents do the gathering, the estimator owns the number. The draft quote lands in the ERP with every input traceable to its source document. The estimator reviews, adjusts, and approves — with full context and none of the manual assembly.

Draft quote · RFQ-4471Ready for review
Line items extracted
24✓ 96% avg conf.
Historical pricing matched
21 / 24
Flagged for estimator
3 low-confidence
Draft total
$182,400

Built on Document Intelligence.

The Quotes Generation Workflow composes the Document Intelligence Agent with costing and ERP agents. Start with one, then compose the full sequence.

Agents in this pod
  • Document Intelligence Agent (extraction)
  • Material & Cost Calculator (costing)
  • Historical Pricing Agent (comparable quotes)
  • Quote Assembly Agent (margin & anomaly checks)
  • ERP/CRM Connector (logging)