Customer enquiry · e-mail09:14
“Hello, please send us a quote for: 40 elbows 16, 25 tees 16, 10 ball valves 1/2", 1 magnetic filter DN20.”
Tomasz W. · Instalacje ZabłocieProduct
From customer enquiry to ready quote in minutes
B2Bmind reads the enquiry from an e-mail, PDF or Excel file, matches products from your catalogue and prepares a quote that reflects the customer’s purchase history and terms. Your sales rep checks the result and approves it.
No manual retyping and no change to how your customers work. Along the way, they start ordering on your B2B platform.
Quote #2481Ready for review
- PEX elbow 16×2 mm40 pcs
- PEX tee 16×2 mm25 pcs
- Ball valve 1/2" F-F10 pcs
- ⚠Magnetic filter DN20no match
Total excl. VAT€174.50
Features
What happens to an enquiry, feature by feature
Reading enquiries
E-mail, PDF, Excel, a pasted list or the API. B2Bmind extracts products, quantities and units from the enquiry, even from messy text.
- Excel
- List
- API
Matching with order history
AI matches items to your catalogue based on what this customer has bought before, their prices and your team’s rules. Each item shows where the match came from.
- Catalogue
- Order history
- Customer prices
Quote ready to approve
Your sales rep gets a ready draft with the customer’s prices. Items that need attention are flagged, and missing ones can be added from the catalogue search.
- Customer prices
- Search
- Flagged items
Learning from every correction
B2Bmind remembers what the sales rep changed in the quote. The names and variants a specific customer uses work from their very next enquiry.
- Per-customer memory
- Learning log
Rules under manager control
B2Bmind suggests rules based on repeated corrections. A manager decides whether they apply to one customer, a customer group or the whole company.
- Customer
- Group
- Whole company
Quote e-mail and link
AI writes the quote e-mail and the sales rep approves it. The customer gets a link, a PDF and an “Order on the B2B platform” button.
- Link
Order on your B2B platform
The customer completes the basket on your platform and creates an account along the way. Future orders they can place on their own, online.
- Basket
- Customer account
Basket from plain language
After a learning period, we switch the same AI on in your B2B platform’s basket. The customer types or pastes what they need and the basket builds itself, with their prices and no sales rep involved.
- Platform basket
- Self-service
- 24/7
Go deeper
Learn more
Product matchingCatalogue, order history, typos, match confidence.
Rules and sales know-howCorrection → rule → manager approval.
Customers on your platformFrom a quote to self-service ordering online.
PricingYou pay for AI work, not for sales reps.
Getting startedProduct file, demo and free quote simulator.
SecurityWhat goes into the model and where the data is.
Pricing
You pay for the work AI does. Not for the number of sales reps
Try it free on your own product data
Leave your details. In a 30-minute presentation we will show B2Bmind on your products, and you will get the free quote simulator for testing.
