Smartegy Sales | AI quoting for technical distributors
Smartegy
Sales

From RFQ to quote — with engineering precision, in minutes

AI-based quotation support for technical distributors: the system matches incoming customer requests against your AI-prepared product catalog and gives a technically justified proposal for every line item.

See the process
Works from your own product catalogEvery proposal with technical justificationThe final decision is always humanEU GDPR — your data stays yours
Sales workspace
Analysis done
160,000+ items
RFQ #2481
124 lines · Excel
Incoming line
"bolt m10x40 galv. 500pcs"
Recognized parameters
M10×40galvanized500 pcsDIN 933
AI analysis
109 exact · 11 substitutes · 4 to review
Top matches
Exact match96%

Hex bolt M10×40, DIN 933, galvanized

Substitute88%

Hex bolt M10×45, DIN 933, galvanized

To review74%

Hex bolt M10×40, DIN 931, partial thread

Approve — sales decides
The business problem

Preparing quotes is slow and ties up engineering time

Customers describe the same product in many ways — in another language, abbreviated, with missing data. Selecting the right product requires precise matching of technical parameters, so quoting is slow, expensive and tied to engineering knowledge.

Minutes instead of hours

Hours or days of manual product search shrink to minutes — more quotes, faster reaction in the competition.

Engineering knowledge scales

Senior technical knowledge is built into the system — a junior sales colleague quotes with confidence too.

Fewer wrong items

The technical rule system filters out bad pairings before they reach the quote.

Dual user experience

Request the analysis in chat, verify the result on the interface

Chat-based AI agents and a classic graphical interface at the same time. Everyone can work in their own style.

AI chat

Let the AI run the analysis

Analyze today’s RFQ and show me the uncertain items.
Of the 124 lines, 109 are exact matches, 11 substitutes and 4 to review. For the uncertain items I prepared the technical justification and the alternatives.
Your own catalog
Graphical interface

Verifiable line by line

Projects / Items / Export
124
items
96%
match rate
12 min
turnaround
The full process

From the customer’s Excel list to the finished multilingual quote

The AI does the searching and matching, the human makes the decision — and the system learns from every decision.

01

Upload

The customer Excel/list becomes a project with one click

02

Normalization

Product name, quantity and technical parameters recognized — in foreign languages too

03

Catalog search

Semantic, textual, size- and type-code-based search at once

04

Technical rules

Strict / mandatory / preferred parameter levels and exclusions

05

AI ranking

Top candidates with confidence score and technical justification

06

Human decision

Accept, reject, manual search or re-analysis

Learning knowledge base
07

Export

Final multilingual quote Excel with one click

Features

What a fast and accurate quote takes

One-click Excel processing

The customer list becomes a line-by-line project — 10 or 300 items, it makes no difference.

AI normalization

Product-name unification, quantity and unit, key technical parameters — foreign-language wording is understood too.

Multi-layer catalog search

Semantic, textual, keyword, size- and type-code-based search in your own product database.

Confidence score

Every proposal is classified: exact match / substitute / to review — with decision-support technical justification.

Learning knowledge base

Acceptance justifications are fed back into the system — it gets more accurate with every decision.

Multilingual export

The finished quote Excel in several languages, ready to send.

Who is it for?

Where quoting is an engineering task

Relevant wherever selecting the right product requires precise matching of technical parameters and the product catalog is large.

  • Electrical wholesale and distribution
  • Mechanical parts distribution
  • Building services (heating, cooling, ventilation)
  • Industrial automation and control
  • Electronic components distribution
  • Fasteners, metal and steel products
  • Hydraulics and pneumatics
  • Lighting technology
  • Tools and machinery
Manually vs. With Smartegy Sales
Manuallyhours–days
With Smartegy Salesminutes
Measurable business impact

More quotes, faster, with fewer errors

The return comes from the engineering hours saved per quote, the higher win rate from faster reaction, and the wrong items avoided.

Savings = RFQs × (manual search time − AI turnaround) × engineering hourly rate
01

Turnaround time

Minutes per quote instead of hours or days

02

Quoting capacity

More RFQs answered with the same team

03

Wrong items

The rule system filters out bad pairings

04

Large lists

A 300-line RFQ is feasible too — no need to say no

Use cases

Where it pays off fastest

Distribution

Technical wholesalers and distributors

Large catalog, multi-line RFQs, pricing pressure — the AI matches from the full range in minutes.

Sales team

Ramping up junior colleagues

With senior knowledge built into the system, a new colleague gives technically sound quotes from the first weeks.

Tenders

High-volume tenders

Tender lists of several hundred lines are processed on deadline — big opportunities no longer slip away for lack of capacity.

The decision is always human

Accept, reject, manual search or re-analysis — nothing enters a quote without approval.

Technical rules and exclusions

Strict / mandatory / preferred parameter levels — dangerous or obviously wrong substitutions are excluded.

Auditable proposals

Every proposal carries a confidence score and technical justification — decisions are traceable.

EU GDPR and your own AI context

Full EU GDPR compliance. The company builds its own AI context: your data never trains external large language models and is never passed to third parties — your business secrets remain yours for the long term.

FAQ

Worth clarifying

How does the system know which product is right?+

It works from your own AI-prepared product catalog, with multi-layer search and a technical rule system. It does not recommend from generic internet knowledge — every match comes from your own range.

What happens when there is no exact match?+

The system proposes a technically justified substitute or marks the item for review. It never presents an uncertain match as exact — the strict / mandatory / preferred parameter levels guarantee exactly that.

Does our catalog need to be prepared for AI?+

Yes, preparing the product database for AI is part of the rollout — we deliver the data cleaning and semantic preparation as a service. The process is proven on a catalog of 160,000+ items.

What languages does it understand in RFQs?+

It is multilingual: it interprets foreign-language and incomplete wording, and the finished quote Excel can be exported in several languages.

Is our data used to train external AI models?+

No. The system operates with full EU GDPR compliance, and the company builds its own, isolated AI context. Your data never flows into the training of external large language models and is never handed to third parties — the company knowledge you build remains exclusively yours.

Start with your latest real RFQ

In the pilot we measure turnaround time and match accuracy on your own catalog and real RFQs — you see the return in numbers.