AI Inside Sales Quote Agent for Electronic Components and Connectors
Automating Inside Sales Quoting for Electronic Components with AI
Ingest and normalize BOMs from any format
The agent automatically captures RFQs from email, parses attachments (Excel, CSV, PDF), and scrubs BOM data—standardizing part numbers, quantities, and manufacturer names without manual rework.
Aggregate live pricing and source intelligently
Real-time API connections pull pricing, stock levels, and lead times from authorized distributors and contract agreements, while identifying form-fit-function alternates and flagging lifecycle risks.
Generate accurate, customer-ready quotes in minutes
Automated costing rolls up materials, labor, NREs, and logistics with margin guardrails applied—then produces branded quote packs with price breaks, alternates, exceptions, and compliance documentation.
How Cassidy automates using AI
Step 1: Trigger on inbound RFQ email
The Workflow activates when a new RFQ arrives in your shared inbox (sales@, quotes@). Cassidy extracts the customer, due date, quantities, compliance requirements, and attached BOM files from the email body and attachments.
Step 2: Parse and scrub the BOM
Cassidy ingests Excel, CSV, or PDF BOMs and normalizes the data—mapping headers, standardizing MPNs and manufacturer names, validating quantities per assembly, and flagging any missing or ambiguous line items.
Step 3: Enrich with part intelligence
The Workflow pulls lifecycle status, RoHS/REACH compliance, parametric data, and obsolescence alerts from your Knowledge Base and connected data sources, scoring each line for risk and identifying approved alternates.
Step 4: Aggregate pricing and availability
Cassidy queries distributor APIs and applies your contract pricing to pull live stock, lead times, MOQs, and packaging options—automatically issuing supplier bid requests for allocation or non-catalog parts.
Step 5: Roll up costing with margin guardrails
Materials, labor, NREs, freight, and duties are calculated using your pricing policies. Cassidy runs multi-scenario comparisons (alternates vs. primary, expedite vs. standard) and flags any margin exceptions for approval.
Step 6: Route for internal approval
If pricing exceptions, alternates, or compliance flags require sign-off, Cassidy routes the quote through your delegation-of-authority workflow—keeping sales, engineering, and finance aligned in one record.
Step 7: Generate and deliver the quote pack
Cassidy produces a branded quote with line-item pricing, lead times, alternates, exceptions, and T&Cs. The quote is emailed to the customer (or posted to a portal) and logged in your CRM with follow-up tasks and SLA timers.
Step 8: Track outcomes and convert wins
On customer acceptance, Cassidy converts the quote to a sales order in your ERP, triggers supplier POs, reserves inventory, and maintains a full audit trail for compliance and win/loss analysis.
Implement it inside your company
- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
