Automated Quote Entry Made Simple.
Turn Incoming RFPs into Quotes in Seconds
Stop paying your sales experts to copy-paste from PDFs and emails. Pivotly automates the capture of complex quote requests, verifies the data with your team, and syncs it directly to your system.
Your Sales Team Should Be Selling, Not Typing.
You hire experts to build relationships and close deals. But right now, they are trapped acting as "Human Middleware."
Every time a complex Request for Quote (RFQ) hits their inbox, your process grinds to a halt. They spend hours manually hunting for specs, copying line items, and fixing formatting errors.
The Speed Trap
Slow response times mean lost deals.
The Error Risk
One typo on a price or quantity kills your margin.
The Burnout
Your best talent hates doing data entry
Automation You Can Actually Trust.
#1
Connect & Ingest
We monitor your “Quotes” inbox or vendor portal. If it’s a PDF, a spreadsheet, or a messy email body, Pivotly grabs it the second it arrives.
#2
AI Extraction:
Unlike a generic chatbot, our engine understands your document structure. We extract contact details, line items, quantities, and specs instantly.
#3
Human-in-the-Loop
Before data hits your system, your rep sees a simple “Review” screen. They spot-check the AI’s work, click “Approve,” and move on.
#3
Send & Sync
The verified data is locked into your flexible foundation, a secure, auditable record, and pushed instantly to your CRM, ERP, or Quoting Tool.
Why Business Needs a Foundation, Not a Chatbot.
To be successful with AI, you need more than just a smart model, you need a working process.
Pasting RFPs into a chatbot isn't a process; it's a workaround. It leaves your data stranded in a conversation window, completely disconnected from your ERP.
#1 Engineered Results
Public AI tools are inconsistent. Ask them the same question twice, get two different answers. Pivotly is engineered for reproducible, standardized data that matches your business rules every time.
#2 Private and Secure:
Don’t feed your proprietary pricing and customer data into public models. Pivotly operates on private infrastructure, ensuring your IP remains yours.
#3 Audit Trail:
If a quote is wrong, you need to know why. Pivotly keeps a permanent log of the original document, the AI extraction, and the human who approved it.
The ROI of Automated Quote Entry
- 2x Bid Volume: Remove the administrative bottleneck.
- Instant Response: Be the first vendor to reply.
- Zero "Fat-Finger" Errors: Eliminate costly typos
Send us 3 of your most complex, messy PDF requests. We'll build a custom workflow for you in Pivotly. If it works, we go live. If it doesn’t, you pay nothing.
What Our Clients Say About Us:
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