Overview

Meet QuoteDoc, your RFQ Automation AI Agent
The Quoting Gap That Costs Retail Revenue
If your sales team handles key account quoting, distributor or franchise pricing, or bulk institutional orders, you already know where revenue leaks: omnichannel enquiries flood in from buyers via email, phone, WhatsApp, and web forms -- each one requiring your team to manually cross-reference rate cards, check live stock availability, handle stockouts and substitution management, apply channel partner or promotional pricing windows, and chase approvals across scattered channels. During seasonal demand surges or trade promotion cycles, quote turnaround stretches to days. Sell-through rates suffer. High-value deals slip to competitors who respond faster. And none of this is visible in your reporting.
Traditional CRM and CPQ tools assume the hard part is already done -- that the unstructured buyer request has been parsed, matched to your catalogue, and priced. They skip the messy, manual step where most quoting bottlenecks actually live.
What This Solution Delivers
The AI-Powered Quotation Automation for Retail solution from NeenOpal captures requests from any channel, extracts structured requirements using AI-driven language and document understanding powered by Amazon Bedrock, matches against your existing catalogue and stock systems, applies tiered and negotiated pricing rules, drafts a reviewable quote, and manages approval routing and follow-up -- all without replacing your current CRM, ERP, or inventory systems.
Every price, discount, and substitution is traceable to a defined rule or data source. Human approval is retained at every stage before a quote reaches your buyer.
Key Capabilities
- Omnichannel enquiry capture -- ingest requests from email, phone, WhatsApp, web forms, and purchase order-linked quoting workflows
- Catalogue and stock quoting with tier, negotiated, rate card, and distributor pricing support
- Automatic substitution suggestions when items are out of stock, with back-order handling and markdown management awareness
- Promotional and seasonal pricing -- apply trade promotions, promotional pricing windows, and seasonal demand surge rules automatically
- Manual capture for non-catalogue items or off-system products that fall outside standard rate cards
- Approval routing and audit trail -- every price, discount, and substitution is traceable to a defined rule or data source, with human approval retained at every stage before a quote is sent
AWS-Native Architecture
The solution runs on AWS-native serverless architecture using managed storage, database, and identity services. It integrates with your existing catalogue, inventory, CRM, and ERP systems without requiring replacement or migration.
Security and Compliance with SOC 2 / ISO 27001 / ISO 42001 / HIPAA
NeenOpal holds SOC 2, ISO 27001, ISO 42001, and HIPAA compliance certifications. The solution leverages AWS managed services for identity, storage, and database layers, ensuring enterprise-grade security and scalability for retailers handling sensitive B2B pricing data, buyer-vendor negotiations, and commercial information.
Business Outcomes
Based on process studies across 33 company groups, 19 industries, and 4 countries:
- Quote turnaround reduced from 1-3 days to 4-8 hours with reviewable drafts generated within minutes
- 30-50% increase in quoting capacity -- handle more key account, bulk, and institutional enquiries without adding headcount
- 10-20% improvement in conversion rates through faster response and accurate pricing
- 60-80% reduction in manual effort across sell-through rate calculations, rate card management, and buyer-vendor negotiations
- 95%+ quotes released without correction -- reducing rework and approval bottlenecks
Who This Is For
Designed for retail chains, consumer durables companies, and multi-location retailers with recurring institutional, bulk, or B2B sales operations. Ideal for Sales VPs, Sales Ops leaders, Commercial Excellence teams, and CIOs driving digital transformation across channel partner pricing, franchise pricing, and omnichannel quoting workflows.
About NeenOpal
NeenOpal Inc. is an AWS Advanced-Tier Partner, participating in ISV Accelerate, AWS Managed Service Program, ACE, and the Well-Architected Partner Program.
Assessment-Led Engagement Model
Delivery follows a structured, phased approach:
- Identify the RFQ opportunity and current-state quoting workflow
- Quantify current-state economics and manual effort
- Demonstrate the target automated workflow
- Execute a controlled pilot with measurable KPIs
- Prove business outcomes against baseline metrics
- Expand across business units, channels, and geographies
Get started by requesting a discovery call through the support information provided in this listing.
Highlights
- Cut quote turnaround from 1-3 days to 4-8 hours with AI-drafted, reviewable quotations ready in minutes. Handle 30-50% more key account, bulk, and institutional enquiries without adding headcount, while reducing manual effort by 60-80% across rate card management, sell-through calculations, and buyer-vendor negotiations.
- Captures omnichannel enquiries from email, phone, WhatsApp, and web forms. Extracts structured requirements using Amazon Bedrock AI, matches against your catalogue and live stock, applies tiered, negotiated, and promotional pricing rules, manages stockout substitutions and back-orders, and routes exceptions for approval -- every price and discount traceable to a defined rule or data source.
- Integrates with your existing CRM, ERP, catalogue, and inventory systems without replacement or migration. Built on AWS-native serverless architecture with enterprise-grade security backed by SOC 2, ISO 27001, ISO 42001, and HIPAA compliance. Human approval is retained at every stage before a quote reaches your buyer.
Details
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You can now purchase comprehensive solutions tailored to use cases and industries.
Pricing
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Post-Deployment Support
NeenOpal provides ongoing support for the AI-Powered Quotation Automation solution after production deployment. For support inquiries, troubleshooting, or service requests, contact us at aws_marketplace@neenopal.com .
Security and Compliance
NeenOpal holds SOC 2, ISO 27001, ISO 42001, and HIPAA compliance certifications. The solution leverages AWS managed services for identity, storage, and database layers, ensuring enterprise-grade security and scalability for retailers handling sensitive B2B pricing data, buyer-vendor negotiations, and commercial information.
Assessment-Led Engagement Model
Delivery follows a structured, phased approach designed for retail chains, consumer durables companies, and multi-location retailers:
- Identify the RFQ opportunity and current-state quoting workflow
- Quantify current-state economics and manual effort
- Demonstrate the target automated workflow
- Execute a controlled pilot with measurable KPIs
- Prove business outcomes against baseline metrics
- Expand across business units, channels, and geographies
For engagement scoping, discovery calls, or general inquiries, reach us at aws_marketplace@neenopal.com .
About NeenOpal
NeenOpal Inc. is an AWS Advanced-Tier Partner, participating in ISV Accelerate, AWS Managed Service Program, ACE, and the Well-Architected Partner Program.