Quote Advisor
Win more orders with
AI-powered price quoting
Turn customer shorthand into priced, sourced quote options instantly. The Quote Advisor guides inside sales reps, sales managers, and commercial operations teams to respond faster with accurate, contract-compliant quotes.
Three parts. One solution.
From rollout to real adoption
Gain the insights, recommendations, and support needed to navigate challenges, prioritize next steps, and move forward with confidence.
The opportunity
Turn every request into a competitive quote.
Manufacturers and producers of steel, metals, and other raw goods quote against prices that change every day, but pulling price, inventory, and freight together for each request can be slow. Most still rely on manual lookups across separate systems, institutional knowledge of customer shorthand and contract terms, and back-and-forth phone calls.
Quote Advisor is a multi-agent solution that reads customer email or phone notes, checks daily pricing, availability, freight, and the customer’s contract, and returns a short list of plant-by-plant options where your reps already work. It helps you protect margin, respond first, and quote with speed and confidence.
The challenge
The challenge with commodity quoting
Many sales reps have the data they need, but not an efficient way to bring it together.
Common challenges include:
- Slow, manual quotes that send reps across pricing, inventory, and freight systems
- Customer shorthand and abbreviations that are easy to misread or mistype
- Contract terms, plant restrictions, and freight caps missed under time pressure
- Stale prices or unavailable inventory discovered after the quote is sent
- Limited visibility into quote volume, response times, and the source of each price
Teams need more than price lists. They need fast, accurate options to guide every quote.
The solution
Meet the Quote Advisor
The Quote Advisor is an AI quoting assistant designed to turn customer requests into priced options. Reps paste an email or type phone notes, and receive up to three sourced options per product line, with price, availability, and delivery dates side by side.
The agent applies consistent, rules-based pricing to product extras, contract terms, and freight, helping teams move from manual lookups to fast, repeatable quotes while the rep keeps control of the final price.
Key benefits include:
- Faster quote turnaround on routine and complex requests
- Consistent pricing from daily base prices, standard extras, and contract terms
- Early detection of contract restrictions, stale prices, and inventory shortfalls
- Human approval for deep discounts and a complete record of every quote
Process
How it works
Shorthand interpretation
Translate customer shorthand into specific products, grades, sizes, and quantities. See exactly how the request was read and confirm anything ambiguous in a single reply.
Real-time pricing and availability
Price each line from the day’s published base price, standard extras, and live inventory, so every number comes from your source systems.
Contract compliance checks
Apply customer-specific discounts, freight terms, and sourcing restrictions automatically, including domestic-content requirements.
Plant-by-plant options
Compare up to three supply locations by delivered price, availability, and arrival date, so reps can choose the best fit for each customer.
Rep control and approvals
Keep the final price with your reps and route deeper discounts to a manager for approval. Log every quote automatically for reporting.
Enterprise-ready
Designed for your environment
As a Fortune 500 Solutions Integrator, Insight deploys the Quote Advisor within your secure environment — aligned to your data, workflows, and governance requirements.
You receive:
- Secure deployment within your environment
- Integration with your pricing, inventory, freight, and customer data
- Customization based on your products, pricing extras, contract terms, and approval rules
- Change management to support adoption across sales and commercial teams
- Enablement for internal stakeholders to maintain and extend the solution
Don't see what you need? That's the most common way an Insight engagement begins.
Every organization has unique processes, challenges, and opportunities. Whether you're exploring AI for the first time or looking to build something entirely new, Insight can help design, develop, and deploy the right solution to fit your business.
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