eltyoHow does sales quote and follow-up automation work?
Eltyo connects your inbox, CRM and quoting software to prepare a proposal from an incoming request. An AI agent extracts the relevant details. Your pricing rules then determine which items, prices, discounts and expiry dates apply.
Your team reviews the draft and fills in any open details before sending. Once sent, the workflow checks the quote on the agreed date and drafts a follow-up if it is still awaiting a response.
Which tools can the workflow connect?
- Inbox or form. Capture the request, attachments and conversation history.
- CRM and catalogue. Match the request to the right account and check product codes, prices and applicable terms.
- Quoting or invoicing software. Prepare a draft in the tool or a structured file to import, depending on the available access.
We check APIs, import options and permissions before defining the workflow. A catalogue export can be enough for a first trial on a small set of products.
Which decisions stay with the sales team?
An off-catalogue item, an ambiguous request or an unusual discount triggers a review. The team sees the sources and the fields that need confirmation. For follow-ups, it sets the timing and the maximum number of attempts. An incoming reply or a change in status pauses the reminder so it fits the conversation already in progress.
How do you measure the time saved?
Start with one product line and one quote template. Compare the time from request to approved draft, including review. Track the quotes that need rework and the proposals that reach their follow-up date without action. The results help decide which steps to extend.
The same approach works for other business workflows. If your priority is accounts payable, explore supplier invoice processing.