Make missing information visible
Capture the requested product or service, specification, quantity, delivery location and timing. Flag omissions instead of filling them with assumptions.
SALES & QUOTATION
Turn enquiries into review-ready quotations.
Canvryn helps businesses build AI-assisted sales and quotation workflows that structure enquiries, retrieve approved product and account information, prepare response drafts and route commercial decisions to an authorised reviewer.
Less chasing information. More time on the right enquiries.
A quotation can stall before anyone reaches a pricing decision. Requirements arrive in different formats, product information sits in several files, and an operator has to check what is current before preparing a response. The opportunity is to organise that preparation without handing commercial authority to AI.
Use approved sources
Bring together the relevant catalogue, account history and commercial rules. Keep live price and availability checks separate from descriptive product knowledge.
From enquiry to approved response
This is a deployment pattern, not a claim that every channel or sales system is already connected. We agree the integrations and authority rules before implementation.
- Capture the request. Start from an approved intake source, such as a shared inbox, CRM record or submitted enquiry, and retain a reference to the original.
- Qualify the opportunity. Apply your requirements and qualification rules. Produce a list of questions when information is missing.
- Retrieve commercial context. Select the relevant product information and authorised price source. Stop where price, stock or supplier confirmation is unavailable.
- Prepare the decision package. Assemble a quotation or response draft with its source references, assumptions, exceptions and proposed next action.
- Obtain approval. An authorised person reviews pricing, payment terms, delivery commitments and other binding terms.
- Release and record. Where sending is explicitly enabled, release only the approved version and retain the sending receipt. Otherwise, hand the approved draft back to your team.
ILLUSTRATIVE EXAMPLE — NOT A CUSTOMER RESULT
A buyer asks for a product, quantity and destination.
The workflow identifies a missing specification, finds the applicable product sheet and prepares a clarification draft. It does not invent a price. Once the authorised price and delivery information are available, it prepares a quotation for review.
The output is a structured enquiry, a source-backed draft and a visible approval state—not an unapproved promise to the buyer.
What stays under your control?
Your team defines who can approve prices, discounts, payment terms and delivery commitments. Changes to an approved quotation should return to review when they alter those terms. External sending, CRM writes and follow-up messages are enabled only within the agreed scope.
Start with preparation and review first. Expand execution only after the workflow passes its acceptance checks. Read how human approval works →
Start with a bounded pilot
One product range. One enquiry source.
Provide a small, representative set of enquiries, approved product information, quotation examples, qualification rules and an identified commercial approver. Use redacted samples for the initial discussion.
A workflow your team can review
Define the intake fields, draft format, approval boundary, permitted integrations and exception handling. Test a preview against the agreed examples before enabling operational use.
Acceptance should check required-field capture, source traceability, treatment of missing prices, approval enforcement and the accuracy of the final output. Measure time to a review-ready draft and reviewer corrections against your existing process; no improvement percentage is assumed in advance.
Sales and quotation questions
Can this work with our existing CRM or inbox?
That depends on the system's supported interfaces and your authorised access. We confirm read and write capabilities during scoping; this page does not promise a connector for every application.
Will AI decide our prices or send quotes automatically?
Not by default. The starting pattern prepares drafts from approved inputs and keeps commercial approval with your team. Sending is a separate, explicitly enabled action.
What happens when information conflicts?
The workflow should surface the conflicting sources and request clarification rather than silently choose a price, specification or term.
How are scope, timing and cost determined?
They depend on the intake channels, data readiness, integrations and approval rules. We agree a written scope and acceptance criteria before proposing delivery terms.
Related workflows and guidance
Show us where a quotation slows down.
Email a brief description of the enquiry source, quotation process and approval owner to deploy@canvryn.com. Do not send credentials or confidential customer files in an initial enquiry.
Plan a sales & quotation deployment →