AI Sales Engineer

What is AI Sales Engineer?

• Unstructured RFQ Ingestion. Buyers send requirements in every format imaginable - forwarded emails, PDF attachments, Excel spreadsheets, even WhatsApp photos of handwritten specs. The AI Sales Engineer uses Intelligent Document Processing (IDP) to parse these unstructured inputs, extracting product codes, quantities, delivery windows, Incoterms, and special requirements into structured data fields without human intervention.

• Real-Time Cost Assembly. Unlike static pricing sheets, this worker connects directly to your ERP (SAP, Oracle, NetSuite) and TMS to pull live inventory levels, current unit costs, and real-time freight rates. It calculates accurate landed costs including duties by HS code, fuel surcharges, insurance, and port fees - ensuring every quote reflects the actual cost of fulfillment at the moment of generation.

• Margin Protection Engine. Every quote passes through configurable margin rules before release. The agent checks minimum margin thresholds, applies volume discount tiers, and flags any scenario where accepting the deal would erode profitability. Sales managers set the guardrails; the AI enforces them on every single quote.

Replaces:

• Hours of manually reading and highlighting RFQ PDFs to extract specifications and timelines.
• Fragile Excel calculators with outdated rates that miss surcharges and duty changes.
• Waiting days for carrier rate replies before being able to assemble a complete quote.
• Manual search through previous proposals for compliance and security boilerplate answers.
• Final-mile formatting drudgery of assembling branded PDF proposals from scattered data.

Why AI Sales Engineer?

• Speed-to-Quote Dominance. First valid quote wins 50% of the time. Collapsing quote-to-cash from 3-5 days to under 10 minutes frames the negotiation in your favor, blocks competitors, and captures deals in volatile spot markets where a 60-hour delay means a lost opportunity.
• Eradicate Margin Leakage. Manual bidding creates pricing errors - missed surcharges, expired rates, forgotten anti-dumping duties. The AI pulls live data for every calculation and validates against margin rules and carrier contracts. You never win a deal that loses money.
• 4-10x Volume Without Headcount. Process peak season RFQ surges without hiring temporary staff. The agent scales instantly to meet demand, bidding on every viable opportunity to maximize pipeline coverage and market share.
• 100% Compliance Consistency. Global trade proposals are legal commitments. The agent enforces a Single Source of Truth - every proposal adheres to company pricing policy, regulatory standards, and contractual terms. Audit-ready and legally sound on every submission.

How It Works

1. Intelligent Intake. Ingests PDF, Excel, Word, or email RFQs. OCR and NLP decompose the request into structured data - DDP Incoterms, 40HC containers, Net 60 payment terms, all mapped to internal fields automatically.
2. Dynamic Costing. The pricing engine queries your ERP for inventory and unit costs, fetches current carrier rates and fuel surcharges, pulls tariff rates by HS code, and applies your margin logic to build a complete landed cost stack.
3. Draft and Optimize. Auto-generates a branded PDF quote with line-item pricing, cover letter, and technical response. Runs a win probability check against historical data and suggests pricing adjustments to optimize for both competitiveness and margin.
4. Human Review. Presents the draft to the sales expert with low-confidence areas highlighted. Upon approval, submits via email or portal, and updates the CRM with quote details and follow-up triggers.

Get Started

Stop losing contracts to administrative friction. Deploy the AI Sales Engineer to build a high-velocity quoting engine that captures every opportunity with precision and protects your margins on every deal.