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Sales & estimating

Quote more requests with the same team.

YP reads the drawing, bid list, tender or submission, applies your own rates and rules and drafts the quote in your system. Your estimators and underwriters decide what goes out.

Workflows

From first request to confirmed order.

1,000+ workflows built for our clients.

Yours is likely one of them. We’ll show you how in a demo.

One example

Take one drawing from request to confirmed order.

Your estimator and order desk decide. YP does the reading, costing and keying in between.

A customer emails a drawing and it is read straight away. YP reads the material, the dimensions and the quantities from the drawing.

The quote is drafted in your ERP with your own prices. YP prices the drawing with your machine rates, material prices, time standards and margins, and a missing tolerance becomes a question for your estimator.

Your estimator decides what goes to the customer. The estimator reviews the draft, adjusts it and sends it, and no quote reaches the customer without their approval.

The incoming order is checked against your quote. Price, delivery date and drawing revision are compared with the quote, and your order desk confirms the draft sales order.

How it runs

Designed for enterprise.

Private

Runs on your infrastructure. Requests, prices and customer terms never train a model.

Explainable

Not a black box. An AI auditor checks that every task was done as intended and proposes improvements.

Traceable

Every price links to the drawing, rate or rule it came from. Every step is logged. A named person approves anything that leaves the building.

Your systems

Works in SAP, NetSuite, Dynamics 365, CargoWise, your policy system and your estimating tool. Nothing is replaced.

Not sure where to start?

Put AI to work on your most complex workflows.

Frequently asked questions