The Commercial Quoting Bottleneck
Speed wins deals. When an enterprise customer submits a complex Request for Proposal, the vendor that delivers a complete, verified quotation first captures 60% of win opportunities. Yet most sales teams take 3 to 5 business days to calculate volume pricing and obtain margin sign-off.
Account executives are bogged down cross-referencing customer tiers in Salesforce, checking warehouse availability in SAP, calculating tax in Avalara, and emailing spreadsheet attachments to vice presidents for discount approvals.
How SalesBot Analyzes RFP Specs
When an RFP document lands in DualforceOS, SalesBot parses product specifications, requested quantities, and delivery milestones. It matches requested SKUs against current warehouse stock, applies contracted discount tiers, and computes net shipping costs.
Checking Inventory and Margins in Real Time
Before generating a quote, SalesBot performs real-time database checks to ensure commercial viability:
- Inventory Reserve Verification: Verifies physical inventory plus scheduled supplier receipts before committing delivery dates.
- Gross Margin Safeguard: Calculates landed cost including freight and import tariffs to ensure net margin stays above 22%.
- Credit History Validation: Checks customer aging report to ensure outstanding invoices are under 60 days before extending credit terms.
The 1-Click VP Approval Workflow
Instead of waiting for an executive meeting, SalesBot posts an Action Card directly into the sales director's chat feed. The director sees the gross margin, customer spending history, and discount justification, tapping "Sign Off" to instantly convert the draft into an official Sales Order.
