Source: https://joinfinn.com/blog/ai-wholesale-quote-workflow

# From inquiry to approved quote: an AI workflow for wholesale teams.

Connect a customer request to current pricing, employee review, and a quote the business can stand behind.

By Finn · 2 min read

A buyer asks for 200 branded items by the end of the month. The request may arrive in email, while pricing, customer terms, and product details live elsewhere. A useful agent-assisted journey gathers those facts without making the customer repeat the order to every team.

## Collect the details that change the price.

Ask for the product, quantity, customization, delivery location, and required date. Identify the correct customer account using the approved process. Do not assume a wholesale rate applies merely because the buyer requests it.

Retrieve current product and pricing information from the chosen owners. When a lead time requires a supplier or production check, leave it unconfirmed until that check is complete.

## Prepare a proposal people can inspect.

Show quantities, unit prices, delivery assumptions, and any missing detail. Link the proposal to the relevant customer record. Identify exceptions such as a requested discount or an unusual delivery deadline.

A draft should be clearly labeled. The operations team needs to distinguish what the buyer asked for from what the business is prepared to promise.

## Approve the exact offer.

Ask the appropriate employee to review the proposal and its exceptions. If the quantity or terms change afterward, determine whether a new approval is required before proceeding.

Keep a declined proposal from accidentally moving into the sending step. The employee should be able to explain the required change and continue the work without losing the request.

## Save, send, and follow through.

Record the approved quote in the supported system and send it only to the verified recipient under the business’s rules. A saved quote and a delivered email are separate results; show either failure accurately.

Finn’s customer and employee agents can support both sides of this configured journey. Measure time to an approved quote, missing-information loops, and delivery failures. Do not count a drafted offer as a completed sale.

## Further reading

- [Moveworks: Cross-Department Workflows](https://www.moveworks.com/us/en/resources/blog/enterprise-ai-agents-for-cross-department-workflows)

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