{
  "summary": "Enquiries arrive as unstructured email and messages. Turning them into quotations means reading intent, matching products, checking stock and applying commercial policy — work that is slow, repetitive and easy to get subtly wrong.",
  "seo_title": "Agentic RFQ-to-Quotation",
  "seo_description": "Enquiries arrive as unstructured email and messages. Turning them into quotations means reading intent, matching products, checking stock and applying",
  "canonical_url": "",
  "social_image": "",
  "schema_type": "TechArticle",
  "noindex": false,
  "keywords": [],
  "published": true,
  "featured": false,
  "published_date": "2026-09-06",
  "updated_date": "2026-09-15",
  "last_reviewed": null,
  "slug": "rfq-to-quotation",
  "id": "4f3d0c2c-94a6-450d-a55d-f395adb31713",
  "name": "AUTO-52747AE7",
  "creation": "2026-09-06T14:49:39.569343+00:00",
  "modified": "2026-09-15T13:52:19.261653+00:00",
  "title": "Agentic RFQ-to-Quotation",
  "blueprint_type": "Agentic Operation",
  "industry": "automotive",
  "business_function": "Sales",
  "problem": "Enquiries arrive as unstructured email and messages. Turning them into quotations means reading intent, matching products, checking stock and applying commercial policy — work that is slow, repetitive and easy to get subtly wrong.",
  "trigger": "An RFQ arrives by email, WhatsApp or the web form.",
  "context": "Customer record, item master, price lists, live stock, commercial history and past quotations.",
  "agent": "Interpret the request, resolve the customer, match products and report a confidence score for each match.",
  "tools": [
    "read_customer",
    "search_items",
    "read_price_list",
    "read_stock",
    "create_quotation_draft"
  ],
  "policy": "Discount ceiling, credit hold, margin floor and match-confidence thresholds are evaluated deterministically, outside the model.",
  "human_checkpoint": "Sales authority approves only low-confidence matches or threshold breaches.",
  "action": "Create the quotation, send it through the approved channel and schedule follow-up.",
  "implementation_steps": [
    {
      "id": "9b89f4e3-b282-4d87-af79-34566a3d35c8",
      "name": null,
      "creation": "2026-09-06T14:49:39.540053+00:00",
      "modified": "2026-09-15T13:52:19.275998+00:00",
      "modified_by": null,
      "owner": null,
      "deleted_at": null,
      "step": 1,
      "label": "RFQ received",
      "detail": "",
      "actor": "External",
      "system": "Email / WhatsApp / Web",
      "requires_human": false
    },
    {
      "id": "240e2756-a8a1-43b3-9f2b-495479d16a61",
      "name": null,
      "creation": "2026-09-06T14:49:39.540099+00:00",
      "modified": "2026-09-15T13:52:19.279891+00:00",
      "modified_by": null,
      "owner": null,
      "deleted_at": null,
      "step": 2,
      "label": "Parse and match products",
      "detail": "",
      "actor": "Agent",
      "system": "Framework M",
      "requires_human": false
    },
    {
      "id": "35788833-e9a5-49c8-9ae7-3aef932da500",
      "name": null,
      "creation": "2026-09-06T14:49:39.540120+00:00",
      "modified": "2026-09-15T13:52:19.281276+00:00",
      "modified_by": null,
      "owner": null,
      "deleted_at": null,
      "step": 3,
      "label": "Read customer, stock and price",
      "detail": "",
      "actor": "System",
      "system": "ERPNext",
      "requires_human": false
    },
    {
      "id": "76bf051e-de77-45c2-b71d-352bdbce4226",
      "name": null,
      "creation": "2026-09-06T14:49:39.540139+00:00",
      "modified": "2026-09-15T13:52:19.282382+00:00",
      "modified_by": null,
      "owner": null,
      "deleted_at": null,
      "step": 4,
      "label": "Check margin and credit",
      "detail": "",
      "actor": "System",
      "system": "Policy engine",
      "requires_human": false
    },
    {
      "id": "62e9bb12-89df-42f1-88ff-e4ecbf388a9e",
      "name": null,
      "creation": "2026-09-06T14:49:39.540155+00:00",
      "modified": "2026-09-15T13:52:19.283863+00:00",
      "modified_by": null,
      "owner": null,
      "deleted_at": null,
      "step": 5,
      "label": "Approve exception if needed",
      "detail": "",
      "actor": "Human",
      "system": "Desk",
      "requires_human": true
    },
    {
      "id": "d6396d03-c1b6-4837-a7b7-a7b7d420d4df",
      "name": null,
      "creation": "2026-09-06T14:49:39.540172+00:00",
      "modified": "2026-09-15T13:52:19.284976+00:00",
      "modified_by": null,
      "owner": null,
      "deleted_at": null,
      "step": 6,
      "label": "Create quotation",
      "detail": "",
      "actor": "System",
      "system": "ERPNext",
      "requires_human": false
    },
    {
      "id": "a31105c1-52aa-438d-89da-0a7194a86817",
      "name": null,
      "creation": "2026-09-06T14:49:39.540188+00:00",
      "modified": "2026-09-15T13:52:19.286261+00:00",
      "modified_by": null,
      "owner": null,
      "deleted_at": null,
      "step": 7,
      "label": "Follow up and log",
      "detail": "",
      "actor": "Agent",
      "system": "Framework M",
      "requires_human": false
    }
  ],
  "systems_involved": [
    "Email",
    "ERPNext",
    "Framework M",
    "WhatsApp Business API"
  ],
  "framework_m_doctypes": [
    "Customer",
    "Contact",
    "Item",
    "Item Price",
    "Bin",
    "Quotation",
    "Communication"
  ],
  "framework_m_tools": [],
  "deployment_model": "Sovereign Cloud",
  "diagram_config": {},
  "services": [],
  "hero_image": "",
  "industry_id": "2851fed9-ecec-4551-a2e3-4822faef69ba",
  "industry_title": "Automotive",
  "doctype": "AutomationBlueprint",
  "url": "/automation-blueprints/rfq-to-quotation",
  "markdown_url": "/automation-blueprints/rfq-to-quotation.md",
  "api_url": "/api/public/blueprints/rfq-to-quotation.json",
  "collection": "blueprints"
}