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Cord AI: Automatic Quoting

Let Artificial Intelligence build your quotes. Upload an email, a PDF, or a photo of a napkin and we do the rest.

The End of Manual Data Entry

We understand that many sales start chaotically: a client sends you a massive WhatsApp message asking for 15 products, or forwards a scanned PDF with a bill of materials, or even sends a photo of handwritten notes.

Traditionally, a sales rep would have to open that file on one screen and manually type product by product into the system, searching for prices one by one. Cord AI completely eliminates this.

How does Cord AI work?

On your Dashboard’s main screen, next to the “New Quote” button, you will find the magic Generate with AI ✨ button.

Clicking it opens a smart assistant where you can provide input information in three different ways:

1. Paste Text (Messages or Emails)

If a client sends an email asking: “Hi, I need 5 annual software licenses, 2 high-end laptops, and 10 hours of training”, simply copy and paste that text into Cord AI.

  • The AI will read the text, search your Cord catalog for exact matches (licenses, laptops, training).
  • It will extract the requested quantities and apply the base prices automatically.

2. Upload Files (PDFs or Excel)

If you participate in tenders or the client uses structured formats:

  • Upload the PDF or Excel file.
  • Cord AI will extract the tables, map the concepts to your SKUs, and pre-fill the line items.

3. Images (AI Vision)

Did they send you a photo of a physical inventory or notes from a napkin after a business lunch?

  • Upload the photo directly.
  • Our computer vision engine will read the image and build the draft economic proposal for you.

Human Review

Cord AI is designed to be your copilot, not your replacement. Once the Artificial Intelligence processes your input, it does not send anything to the client automatically. Instead, it generates a perfectly structured Quote Draft.

You will have the opportunity to:

  • Review that the selected products are correct.
  • Adjust quantities if there was any interpretation error.
  • Apply strategic discounts and define validity terms before sending the Magic Link.

With Cord AI, you can turn a 50-item PDF into a digital quote ready to send in under 10 seconds.