ERP integrations for AI quote and order automation, on any ERP system

• Works on top of your ERP. No replacement project: products, customers and prices stay in your ERP, and ERP Agent prepares the quotes and orders that land in it.
• Any ERP, CRM or other system. The major ERPs and the one your company runs, whatever it is. We set up the connection for you, so your IT team does not have to.
• Running the same week. Start with a catalogue file while we set up the ERP connection. Reps keep the same mailbox and review screen throughout.
• Your team stays in control. The agent prepares, a rep decides: nothing reaches a customer or your ERP without approval.

Keying a customer’s list into the ERP line by line is where quoting time goes: according to our case study, a sales rep spends on average 4–7 minutes per line when creating quotes and orders by hand. With your ERP connected, AI quote automation and order entry automation do that work inside it:

1. 01

   Finds the customer

   It identifies the customer from the request in your ERP’s customer register and flags the draft for the rep when no customer matches.

2. 02

   Identifies the right products

   Abbreviations, sizes, part numbers and the customer’s own codes are matched to items in your ERP, even when the request is written in a different language from your product names.

3. 03

   Brings in customer pricing

   Customer prices, discounts included, come from your ERP’s own price logic, and your team can edit them before sending.

4. 04

   Checks every code

   Every product code is checked against the ERP before anything is written, so a quote never carries a code your ERP does not know.

5. 05

   Writes once a rep approves

   Every line carries a match score from 0 to 100, and lines under 80 are marked for review. Once a rep approves, the quote or sales order is created in your ERP, CRM or other system.

Connecting your ERP is part of onboarding, and we do the work:

• API access, scoped to the work. Your ERP’s standard API, with credentials or an app registration that reads products, customers and prices and creates quotes and sales orders. Nothing more.
• Your catalogue, from day one. Send a catalogue export, for example as CSV, and the agent identifies the right products from it on every line while the connection is set up. Reps download the reviewed draft as Excel or as a file in your ERP’s import layout. More on starting with a catalogue file.
• Then straight into your ERP. With the connection in place, approved quotes and orders land directly in your ERP, CRM or other system, priced from your ERP’s own logic.

• AI quote and order automation for Business Central AI agent for Dynamics 365 Business Central: turns emailed requests into sales quotes and orders with the right items and customer prices, after rep review.
• AI quote and sales order automation for SAP S/4HANA AI agent for SAP S/4HANA: reads customer requests, identifies the right materials, prices them in S/4HANA and creates reviewed sales quotations and orders.
• AI quote and order automation for SAP Business One AI for SAP Business One: turns customer emails, PDFs and Excel lists into sales quotations and orders through the Service Layer, priced for each customer.
• AI quote and order automation for NetSuite AI agent for Oracle NetSuite: turns emailed requests into estimates and sales orders with the right items and each customer’s pricing, after rep review.
• AI quote and order automation for Dynamics 365 Finance & Supply Chain Management AI agent for Dynamics 365 Supply Chain Management (F&O): turns emailed requests into sales quotations and orders priced by your trade agreements.
• AI quote and order automation for Visma AI agent for Visma Net ERP, Business NXT, Netvisor and Nova: turns emailed requests into quotes and sales orders with the right items and customer prices.
• AI quote and order automation for IFS Cloud AI agent for IFS Cloud: turns emailed requests into sales quotations and customer orders with the right sales parts and customer prices, after rep review.
• AI quote and order automation for Sage 200 and Sage X3 AI agent for Sage 200 and Sage X3: turns emailed enquiries into sales quotes and sales orders with the right products and customer prices, after review.
• AI quote and order automation for Infor M3 AI agent for Infor M3: turns emailed requests into quotations and customer orders through M3’s MI programs, with the right items and customer prices.
• AI quote and order automation for Monitor ERP AI agent for Monitor ERP (G5): turns emailed requests into quotes and customer orders in Monitor with the right parts and customer prices, after review.
• AI quote and sales order automation for Exact Online and Exact Globe AI agent for Exact Online and Exact Globe: turns emailed requests into quotations and sales orders with the right items and customer prices, after review.
• AI quote and sales order automation for Odoo AI agent for Odoo Sales: turns emailed requests into quotations and sales orders with the right products and the customer’s pricelist, after rep review.
• Jeeves ERP AI integration for quotes and sales orders AI agent for Jeeves ERP: reads customer requests, identifies the right products, applies customer pricing and creates reviewed quotes and sales orders.
• Lemonsoft integration: from customer request to a quote in Lemonsoft ERP Agent’s Lemonsoft integration reads products, customers and prices from Lemonsoft and writes reviewed, AI-prepared quotes through the Lemonsoft API.
• Microsoft 365 / Outlook integration: the agent mailbox for quotes and orders Outlook quote automation for wholesalers: reps forward requests to your agent mailbox on Microsoft 365, and ERP Agent prepares the quote or sales order.
• CSV ERP integration for quote automation: start with a catalogue file Start quote automation the same week from a CSV catalogue file. ERP Agent identifies the right products; your team approves the draft for your ERP or CRM.