RFQ Automation Agent

Overview

Lyzr’s RFQ Automation Agent streamlines the end-to-end Request for Quote (RFQ) process from parsing customer emails to composing validated, dynamic quotes. This intelligent solution enables sales teams to respond faster, reduce errors, and reclaim valuable time by automating the entire quote generation workflow while seamlessly integrating with existing CRMs and product catalogs.

Problem Statement

Manual RFQ processing creates significant bottlenecks for sales teams who waste countless hours parsing emails and documents to respond to customer quote requests. Slow turnaround times directly impact revenue as delayed responses lead to missed opportunities and customer drop-offs. Traditional legacy systems with static templates lack the intelligence to handle unstructured inputs or implement dynamic pricing logic, resulting in inefficient processes and lost business opportunities.

Agent Blueprint (Excalidraw Diagram)

Agent Blueprint Flow Explanation

The RFQ process begins when a customer submits a quote request through email, web form, or embedded widget. The EmailParserAgent immediately extracts metadata, message context, and identifies any attachments requiring processing.

When documents are present, the DocumentExtractionAgent leverages OCR technology to extract critical quote data including SKUs, product specifications, and requested quantities. The DataValidationAgent then cross-references all extracted information against existing product catalogs, current pricing, and inventory levels to ensure accuracy and availability.

The QuoteComposerAgent takes validated data and applies predefined business rules and templates to generate a comprehensive quote draft. If any information is missing, incomplete, or fails validation checks, the EscalationAgent immediately routes the request to appropriate sales team members for manual review and intervention.

Upon successful validation, the system delivers a professionally formatted quote to the customer through their preferred communication channel. The AuditLoggerAgent maintains detailed records of all actions, decisions, and modifications throughout the entire process to ensure compliance and provide complete transparency for operations teams.

Benefits & Capabilities of the Agents

• End-to-end Quote Process complete workflow coverage from initial RFQ intake through final quote delivery, eliminating manual touchpoints and ensuring error-free processing

• Accelerated Response Times transform days-long quote processes into minutes, dramatically improving customer satisfaction and increasing revenue conversion rates

• Intelligent Validation and Pricing advanced validation algorithms combined with dynamic pricing logic eliminate misquotes while automatically applying appropriate discount rules and business logic

• Complete Audit Trail comprehensive logging and version tracking for every action and decision, providing full transparency for operations teams and ensuring compliance readiness

Tech Stack Used