Sales and CRM

Turn a customer's request into a quotation, and let the AI review your opportunities.

Quotation from a request

1. Go to Sales › Orders › Quotation from a Request (AI).
2. Paste the customer's email or message, or add the PDF or photo of their request.
3. BridgeERP AI finds the customer and the products and shows the lines. Check them: a product it could not match stays as a note line for you to choose.
4. Create the quotation. Your price list applies; tick Use the Customer's Prices only if you agreed to their prices. The customer's notes go to the chatter and the file is attached.

AI Review of an opportunity

On an opportunity, click AI Review. You get a score (chance to win), hot, warm or cold, the reasons, the risks, the next step and a follow-up email. From there: apply the probability, plan the next step as an activity, or open the email ready to send.

With the assistant

"Quote 12 chairs and 3 desks for Deco Addict" prepares the quotation after your approval.