Jenny
Real-Time Sales Quoting Agent
Custom quotes used to take a day. Jenny prepares them in minutes - pulling ERP data, checking packaging options, and applying quote rules while the sales conversation is still happening.
Where The Problem Lives Today
Quotes that should take minutes take a day
Sales teams were handling custom kitting, special orders, packaging needs, and client-specific product configurations. Quote preparation required checking ERP pricing, customer history, product dimensions, vendor packaging data, web links, and approval rules. The process often took hours, and approvals could take even longer.
High-value customers can't wait
For high-value customers, delayed quotes created a real revenue risk. Every hour spent waiting is an opportunity for a competitor to respond first.
Speed or accuracy, Salespeople had to choose
Salespeople had to choose between moving quickly with incomplete information or waiting for internal teams to validate pricing and packaging. Neither option was good enough.
Approvals added another layer of delay
Even when a quote was ready, approvals could take days for qualified scenarios - slowing down deals that should have closed faster.
What Jenny Does
Jenny supports sales teams during live quoting conversations - pulling the data, applying the rules, and preparing the quote while the conversation is still happening.
Pulls Configuration Data from ERP
Reads ERP pricing, customer history, product dimensions, and vendor packaging data in real time during the quoting session.
Reads Product Descriptions and Web Links
Goes beyond ERP - reads product descriptions and web links to fill in packaging and configuration details that live outside core systems.
Checks Packaging Options
Reviews available packaging configurations, estimates requirements, and checks against the order and customer-specific needs.
Applies Quote Rules
Applies margin thresholds, approval rules, and customer-specific handling guidance - consistently, every time.
Prepares a Structured Quote for Approval
Delivers a complete, structured quote ready for review - no manual assembly, no missing fields.
Accelerates Approval for Qualified Scenarios
For qualified quotes, Jenny moves the approval within the same session – reducing days-long cycle to seconds or minutes.
Works Inside Your Existing Systems
Jenny pulls from the systems your sales team already uses - ERP, product databases, web sources, and connected quoting platforms.
Your Team Stays In Control
Sales leaders can update the following:
"Teams can test new instructions before publishing them to production quoting workflows."
Measured Impact
Approval cycles reduced from days to seconds for qualified quotes
Better win-rate potential for custom and time-sensitive opportunities
What's Next
Once Jenny proves herself on real-time sales quoting, the same governed approach extends across other promotional marketing workflows. Proposal generation, order intake, pricing exception management, campaign quoting, customer-specific configuration management and countless other processes that still depend on people to handle work that is largely repetitive and rule-based, rather than focusing on higher-value selling.
Your sales team should be selling. Not building quotes.
See how Jenny pulls ERP data, checks packaging options, and prepares a structured quote - while the sales conversation is still happening.