Quote accepted. Order entered.
Once a customer accepts a quote, LaunchAI can carry the accepted lines, prices and terms into your order-entry workflow. The team gets the order number and the original quote stays attached to the job.
- AcceptancePO-702 · Q-218 rev 2
- MatchMatch 60 brackets + prices
- Sales orderSales order + confirmation
Read this example
- Acceptance
- A customer emails PO-702 referencing quote Q-218 revision 2 for 60 brackets.
- Match
- The agent compares the PO quantity and prices with the accepted quote and uses the configured shipping details.
- Sales order
- The ERP creates the order with the customer PO and quote revision recorded. The agent sends the order number through the configured workflow.
Sound familiar?
For teams retyping accepted quote lines into an ERP when a customer sends their purchase order.
Carry the accepted quote into order entry
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Identify the accepted version
Use the customer’s acceptance or PO and confirm the quote number and revision. Apply your rule for requests that reference a superseded version.
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Check the order inputs
Compare item identifiers, quantities, prices and delivery details. If the PO differs from the quote, follow your clarification or revision rule.
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Enter the order and record the handoff
Create the sales order in your existing tool with the customer PO reference and the accepted terms. Record the resulting order number and send the configured confirmation.
What changes for your team
The accepted version
Use the quote revision the customer accepted, with its agreed quantities, prices and terms.
A duplicate check
Check the customer and PO reference against existing orders before creating the next one.
A completed handoff
Record the sales order number and send the confirmation through your existing workflow.
Common questions
Can it start when the customer sends a PO?
Yes. Configure the PO intake and match it to the accepted quote by the reference your team uses.
How can we avoid creating the same order twice?
Use the customer and PO number as the duplicate check and search existing orders before creating another.
What if the PO and quote have different quantities?
Set the workflow to request clarification or create a revised quote according to your policy before it enters an order.
Connect the next step
One quoting process can span several workflows. Explore the parts that fit yours.
Your next quote. Already handled.
From the first request to the finished quote, in the software you already use.
no new system. no integrations. ↗