AI FDE / WORKFLOW SCENARIO
Take an export inquiry to a quote draft ready for review.
A buyer describes requirements across email, attachments and chat. Sales checks product records, price lists and lead times. This example starts with one inquiry and shows how to organize the facts, expose gaps and hand a traceable draft to a reviewer.
Explore the workflowINTERACTIVE WORKFLOW / DEMO
Select a node to see what each step keeps.
Drag to rotate the model, or select a step to follow one synthetic inquiry into a draft awaiting review. The demo does not generate a real quotation.
This updates demo data in your browser only. It does not connect to email or company systems.
01 / EMAIL / SOURCE
Keep the original wording and source. Do not invent terms the buyer did not provide.
Synthetic inquiry
- FROM
- procurement@northstar-demo.example
- SUBJECT
- RFQ · Custom matte gift boxes for Hamburg
Hello, Please quote 2,000 matte gift boxes, 220 × 150 × 80 mm, with our logo. We need delivery to Hamburg by 20 November. Please share your price, production lead time and sample options. Best, Alex Chen Northstar Demo Trading
The .example domain is reserved for examples. No real buyer, attachment or order is represented.
Extracted fields
| Field | Extracted value | Evidence / status |
|---|---|---|
| Product | Matte gift box | Inquiry body |
| Dimensions | 220 × 150 × 80 mm | Inquiry body |
| Quantity | 2,000 units | Inquiry body |
| Customization | Printed logo | Inquiry body |
| Destination and requested date | Hamburg · 20 November | Needs confirmationInquiry body; year and delivery meaning to confirm |
| Material / paper weight | Not provided | Needs confirmationAsk buyer |
| Logo artwork / process | Not provided | Needs confirmationAsk buyer |
| Incoterm / address | Not provided | Needs confirmationAsk buyer |
Extracted fields require review against the original email.
Pricing-rule sample
Demo price list V0.3 · Not a real company price list
Candidate SKU
Box shape and size suggest DEMO-BX-220; material is unknown, so SKU is not final.
Minimum order
Demo rule: MOQ is 1,000 units; inquiry requests 2,000.
Quantity tier
Demo list has a 2,000–4,999 tier. Material, print method and packaging must be known before using it.
Lead time and terms
Delivery year, meaning of 20 November, Incoterm and full address are unconfirmed.
The model must not guess prices, freight, tax or lead time. A responsible person handles gaps or conflicting rules.
English quote draft awaiting approval
Awaiting sales and pricing approval · Do not send
- Unit price / total
- Pending · No fabricated price
- Lead time / terms
- To be confirmed
- TO
- Alex Chen · Northstar Demo Trading
- SUBJECT
- Re: RFQ · Custom matte gift boxes for Hamburg
Dear Alex, Thank you for your inquiry. We have recorded your request for 2,000 matte gift boxes (220 × 150 × 80 mm) with your logo. Before we can confirm a unit price, production lead time or delivery plan, could you please share the preferred material or paper weight, logo artwork and printing method? Please also confirm the delivery year, full address and preferred Incoterm. We can then prepare a formal quotation and sample plan for your review. Best regards, Sales team
This is a communication draft, not an approved quote. A person checks the source, price-list version and terms before sending.
HOW WE WOULD VALIDATE / DELIVERY SCOPE
Validate one real workflow before expanding the scope.
Start with anonymized samples
Select representative inquiries with sales and pricing staff. Map fields, sources and common follow-up questions before defining an evaluation set.
Connect existing records
Connect product catalogs, price-list versions and rules within agreed permissions. Record the basis of each check and conditions that need a person.
Keep approval with people
Have owners review prices, lead times and trade terms before creating a sendable version. Record why drafts change.
A pilot can track inquiry preparation time, field completeness, clarification rounds and rework reasons, alongside model, integration, maintenance and human-review costs. Results need validation with your data.
DISCUSS A PILOT / INQUIRY WORKFLOW
Tell us how your team quotes today.
Share your industry and current process so we can identify a useful first inquiry type. Please do not upload buyer data here; we can agree on a secure way to share anonymized samples later.
AI FDE