ProcAI Product

    AI-Powered RFQ Intake Automation

    Transform how your team processes incoming RFQs. From email to structured CRM record — fully automated.

    Book a Demo

    How It Works

    01

    Read Emails & RFQs

    Monitors your inbox in real time for incoming requests

    02

    Detects Spam & Viruses

    Filters malicious and irrelevant messages automatically

    03

    Classifies Customer, Brand, Products

    AI extracts and matches data against your database

    04

    Synchronizes with CRM/ERP

    Pushes structured data into your systems instantly

    Email-Based RFQs

    The bot reads emails from multiple mailboxes and extracts RFQ data from text, attachments, and images.

    Email examples

    Online Forms

    Capture RFQs from your website contact forms and process them through the same automated pipeline.

    Form examples

    Who It's For

    Built for B2B companies that receive high volumes of product inquiries via email

    Procurement CompaniesEquipment Suppliers

    Best fit if you:

    • Sell industrial or technical equipment online
    • Receive 100+ RFQs per day
    • Manage a catalog with 10,000+ SKUs

    The Problem

    Manual RFQ processing slows teams down, erodes margins, and creates costly errors at every step.

    Long Lead Times
    Unclear Key Information
    Lost Client Communications
    Lack of Sales Analytics
    Duplicate Database Records
    Incorrect SKU Identification

    Current Reality

    The Manual Workflow Your Team Repeats Daily

    1Review incoming email
    2Determine email intention: spam, malicious content, RFQ
    3Identify the customer
    4Identify the Brand
    5Identify Part Numbers (SKUs)
    6Get price
    7Prepare & Send quotation

    RFQ Intake Platform

    From incoming email to structured record – fully automated.

    RFQ Intake Platform

    From Email to CRM — Fully Automated

    Read Email

    Monitors inbox in real time

    Identify Intention

    RFQ, spam, follow-up, PO, or other

    Classify & Extract

    Customer, brand, and product

    Sync with CRM/ERP

    Structured data pushed automatically

    Every Email Type — Handled

    The bot understands text, attachments, images, and follow-ups

    01

    Spam Email

    The bot automatically detects and filters bulk promotional or irrelevant emails — before they reach your team.

    Spam Email
    02

    Text RFQ Email

    Items, brands, and quantities are extracted directly from the email body text with AI-powered parsing.

    Text RFQ Email
    03

    Email with Attachments

    PDF, Doc, and Excel attachments are parsed automatically — extracting structured product data from tables and lists.

    Email with Attachments
    04

    Image Attachment

    OCR technology reads nameplate photos, product labels, and scanned documents attached to emails.

    Image Attachment
    05

    Follow-ups & Doubles

    Follow-up emails and duplicate requests are detected and linked to the original RFQ — preventing double processing.

    Follow-ups & Doubles

    Under the Hood

    Email Intention Detection

    The bot automatically classifies every incoming email – determining whether it's a legitimate RFQ, marketing spam, or a message containing malicious content.

    RFQ

    A genuine quote request from a customer

    Spam

    Bulk promotional or irrelevant emails

    Virus / Malicious

    Emails containing harmful attachments or links

    Customer Data Extraction & CRM Matching

    The bot automatically extracts customer details from every incoming email and matches them against your CRM database.

    Extract Customer Data

    Name, company, email address, and phone number

    Match Against CRM

    Finds the existing customer record or creates a new one

    Sync in Real Time

    All matched data is pushed to CRM automatically

    Customer Data Extraction & CRM Matching

    Brand & Product Matching

    AI-powered matching against your product catalog with human-in-the-loop fallback.

    Extract

    Pulls brand names, part numbers, and product details from the email

    Match Against Database

    Finds the best candidate in the product catalog

    Human in the Loop

    If no confident match, the bot flags the item for a manager

    Brand & Product Matching

    CRM & ERP Synchronization

    Once the RFQ is processed, the bot syncs all extracted data directly into your CRM or ERP system.

    Auto-Sync Results

    Pushes structured RFQ data in real time

    No Manual Entry

    Eliminates copy-paste errors and saves hours

    Works with Major Platforms

    Salesforce, SAP, Dynamics, NetSuite, and more

    Key Metrics

    99%

    Spam detection accuracy

    +5–10%

    More RFQs captured

    60–70%

    Emails filtered automatically

    ~30 min

    Manual data entry daily time

    Handling Cost

    $15–25 per day for 1,000 emails

    What affects cost:

    • Email length and complexity
    • Number and size of attachments
    • Number of products per RFQ

    The Logic Under the Hood

    The system uses a combination of large language models with carefully engineered prompts for each task.

    Prompts

    Carefully crafted prompt chains for each processing step

    GPT (OpenAI)

    Used for natural language understanding and extraction

    Claude (Anthropic)

    Used for complex reasoning and document parsing

    Integration Process

    1

    Discovery (2–3 days)

    Schedule a call, clarify requirements, and collect use cases.

    2

    First Version (1–2 weeks)

    Present the first version and adapt to your business processes.

    3

    Integration

    Connect the solution into your existing systems and workflows.

    4

    Maintenance

    Add support for new use cases and continuously improve.

    Book a Discovery Call

    A short conversation to identify how AI can automate your RFQ processing.