AI Proposal Workflow Orchestration Agent for Capital Equipment Manufacturers

How Cassidy automates using AI

Step 1: Capture and parse the RFQ package

The Workflow triggers when an RFQ arrives via email, CRM, or customer portal. Cassidy extracts specs, quantities, standards, and constraints from drawings, datasheets, and scope documents—mapping requirements to a structured format and flagging ambiguities for clarification.

Step 2: Qualify and route the opportunity

Cassidy applies fit/no-bid rules and risk heuristics based on scope, schedule, and margin potential. The agent updates the CRM opportunity with classification data, initializes the compliance matrix, and routes qualified RFQs to the appropriate team with SLA timers.

Step 3: Drive configuration through CPQ

The Workflow invokes your CPQ system with extracted requirements, guiding valid product selection through constraint-based rules. Cassidy captures the sales BOM, variant attributes, and option structure—preventing invalid combinations and surfacing upsell opportunities.

Step 4: Trigger CAD and BOM generation

Cassidy pushes configured parameters to CAD automation tools to generate GA drawings, 3D models, and neutral files. The agent creates the engineering BOM aligned to the sales BOM and vaults artifacts to PDM/PLM with proper revision control.

Step 5: Roll up costs and apply pricing

The Workflow queries ERP for item costs, routings, and lead times—orchestrating supplier RFQs for custom or long-lead components when needed. Cassidy performs cost roll-ups, applies price book rules, and flags margin exceptions for approval routing.

Step 6: Assemble the proposal document

Cassidy merges configuration data, drawings, pricing, compliance responses, and commercial terms into your proposal template. The agent generates the complete proposal book—including scope, assumptions/exclusions, schedules, warranties, and T&Cs—ready for review.

Step 7: Route for approval and collaboration

The Workflow routes the proposal through technical, commercial, and management approvals based on margin thresholds and risk factors. Cassidy shares secure links via customer portals, captures redlines, and regenerates affected sections on revision—maintaining full audit trails.

Step 8: Hand off to order and fulfillment

On customer acceptance, Cassidy creates the ERP sales order or project, pushes the configured BOM to PLM, triggers procurement for long-lead items, and attaches all proposal artifacts to the CRM opportunity—establishing the digital thread from quote to production.