1. [Home]() 2. [Use cases]() 3. B2B quote preparation [B2B sales & account operations]() # Turn buyer inquiries into accurate quotes. Quotes depend on manual lookups across account terms, stock and product data. Trigger A business buyer requests pricing or availability. A hospitality quote review Illustrative example Requested line Validated response Exception Bath towels for phase one Account price and current stock confirmed Ready for approved quote Embroidered robes Customization needs supplier confirmation Owner requests approved specification Additional delivery phase Lead time awaits receipt confirmation Keep date provisional **What you get**A validated quote draft or approved quote within delegated rules. [Discuss this use case]() [How it works]() Led by operators with 15+ years building commerce products, teams and systems. [About us]() ## Today A business buyer waits while sales staff find account terms, match products and ask several people to confirm availability. ## With this in place The account owner receives a sourced quote draft with valid products, agreed terms, availability and visible exceptions. ## Who does what, step by step. ### Your team Account owners approve discounts, delivery promises and terms before the quote is sent. ### AI AI structures the inquiry and drafts a clear response grounded in the approved quote data. ### Automation Rules check the buyer account, price list, stock, minimum orders and permitted terms before creating a draft quote. 01 02 03 04 1. 01 Step 1: AI ### Understand the inquiry Extract products, quantities, delivery phases and buyer requirements. 2. 02 Step 2: Automation ### Retrieve authoritative terms Match the account and product facts with the approved pricing and availability sources. 3. 03 Step 3: Automation ### Prepare the valid quote Calculate eligible lines and retain missing facts, substitutions and commitments for review. 4. 04 Step 4: Your team ### Approve and follow through Send within delegated rules, then retain the buyer response and order handoff context. ### Guardrails - Account matching and pricing use authoritative commercial records. - Flag unavailable products and unsupported customization rather than inventing terms. - Discounts, credit, delivery and legal commitments follow delegated authority. ## What a first project includes. A bounded first build around your systems and team. We agree the scope, fee and baseline before we start. [Scope this with us]() [How we work together]() Sample scope B2B quote preparation ### We build - Quote preparation connected to CRM, catalog and ERP sources - Line-level validation and a review queue - Approved buyer response and traceable order handoff ### We start from - Buyer inquiry, account and project requirements - Approved account terms, product records and price rules - Current available stock, lead times and delivery constraints ### From your team Owner - B2B Sales Lead - Wholesale Account Operations Lead - Trade or Hospitality Lead Involves - Account sales - Catalog - Finance - Supply chain - ERP team Access to these systems and real examples to test against. ### Adapts to - Wholesale - Distribution - Trade and hospitality - International commerce ### We’d measure - Time to a useful draft and approved quote - Line corrections and manual lookups - Quote acceptance, contribution and exception resolution Baselines agreed before we build. ## Questions teams ask. Do we need to replace our current tools? Usually not. We start with the systems you already use and build only what’s missing. Typical connections: ERP, B2B portals, CRM, price lists and account terms. Who owns it once it’s running? Your team does. You own the agreed deliverables under the engagement terms, with documentation and training for the people who run it. Ownership usually sits with your B2B sales lead, wholesale account operations lead or trade or hospitality lead. Ongoing support is optional and agreed separately. How do we get started? If the problem and scope are already clear, we can scope this build directly. If you’re weighing it against other priorities, start with Discovery & Action Plan. Its fee is credited in full if we build the recommended work. [How discovery works]() ## Often paired with. [All use cases]() - Catalog & product information ### Supplier data to product records New products wait while teams rekey inconsistent supplier information. Structured product records with source references and exceptions to resolve. [Supplier data to product records]() - Supply chain & fulfillment ### Fulfillment exceptions Orders stall across systems while no team has a complete view. Prioritized exception cases with next actions and customer-service context. [Open one exception]() - Business systems & internal operations ### Integration exceptions Related shared-system failures are investigated repeatedly without a complete view of recovery. An evidence-linked exception case, accountable repair and verified downstream recovery. [Integration exceptions]() More connected work ## Explore the programs - [B2B sales & account operations]() - [Catalog & product information]() - [Finance & business intelligence]() ## Browse by outcome - [Win more customers]() - [Increase team capacity]() ## Quote without the manual lookups. Start with your most common inquiry. [Discuss this use case]() [**Discuss quote preparation**15 minutes]() [Prefer to start with discovery? →]() We reply within one business day. --- Source: [https://www.thekeating.co/use-cases/quote-preparation/]() [Contact Keating & Co](mailto:nelson@thekeating.co) · [Agent guidance](https://www.thekeating.co/llms.txt)