Your ERP. Quoting automated.
LaunchAI carries requests into the quoting screens your team uses today. The agent enters the customer, items and quantities, picks up the quote your software creates, and delivers it through your configured workflow.
- RequestCustomer request · 12 motors
- ERP entryCustomer + item + terms
- DeliveryERP quote number + delivery
Read this example
- Request
- An existing customer asks for 12 replacement motors, with their usual shipping terms.
- ERP entry
- The agent opens the customer record, enters the part and quantity, and uses the price and terms in the configured ERP workflow.
- Delivery
- The ERP creates the numbered quote. The agent exports the customer copy and sends it through the existing inbox.
Sound familiar?
For teams whose pricing and customer records already live in an ERP, but who still enter every incoming request by hand.
Use the screens that already run quoting
-
Find the right records
Configure the customer and item identifiers the agent should use. Include the check your team makes when two records have similar names.
-
Create the quote in the ERP
Follow your quote-entry screens and use your ERP’s customer terms, item data and pricing where those rules already live.
-
Send and record
Pick up the completed document, send it from the configured account and record the ERP quote number wherever your team tracks it.
What changes for your team
Your ERP stays the source
Use its customer records, prices, shipping terms and quote numbering.
Less work between screens
Move from the incoming request to the quote-entry screens and back to the inbox for delivery.
A usable quote record
Keep the generated quote number with the customer copy and the tracking record your team uses.
Common questions
Can it work with a desktop application without an API?
LaunchAI can operate through application screens. Test the exact version, access and quote steps in a demo to confirm how the workflow runs.
Can the ERP still assign our quote numbers?
Yes. When the ERP creates the quote, its normal numbering can stay in place. The agent can use the generated number in the delivery email or tracking record.
Can one workflow use our inbox and our ERP?
Yes. Configure the steps across the inbox and the ERP so a request can move from intake to a sent quote.
Connect the next step
One quoting process can span several workflows. Explore the parts that fit yours.
Your next quote. Already handled.
From the first request to the finished quote, in the software you already use.
no new system. no integrations. ↗