Business Challenge
The client operates in a highly competitive automotive environment where accurate and timely quotations are critical to winning long-term OEM programs. However, its existing quoting ecosystem had not kept pace with the scale and complexity of global operations.
The quote lifecycle relied heavily on spreadsheets, emails, and disconnected tools across sales, engineering, sourcing, finance, and plant teams. Different business units used their own templates, costing structures, and workflows. Critical quote information was fragmented across structured systems and unstructured documents, and the quoting process depended on multiple enterprise systems, including ERP, PLM, and costing tools. Limited integrations forced teams to rely on manual workarounds that slowed execution and constrained scalability.
Solution
Evalueserve, in partnership with a leading CRM platform provider and implementation specialist, designed and implemented a global, agentic AI-enabled quotation platform to modernize the client’s end-to-end quote lifecycle.
Key capabilities included:
- Designed an agent-assisted quotation workflow to orchestrate RFQ intake, BOM/costing inputs, approvals, and quote-package generation
- Integrated ERP, PLM, costing, and analytics systems to establish a connected, real-time data ecosystem Applied AI to extract and structure RFQ requirements from documents into searchable, traceable workflows
- Standardized the global quote lifecycle while enabling configurable workflows for business unit and regional requirements
- Integrated ERP, PLM, costing, and analytics systems to establish a connected, real-time data ecosystem
- Kept engineering, sourcing, finance, and plant teams in the loop to validate assumptions and approve final quote decisions
- Implemented structured governance, audit trails, and role-based workflows to improve compliance and decision transparency
Business Impact
- Reduced quotation workflow drag across engineering, sourcing, finance, and manufacturing functions through workflow automation and streamlined collaboration
- Enabled faster, more consistent responses to complex RFQs by standardizing intake, approvals, and quote-generation processes across global teams
- Improved traceability of assumptions, approvals, costing logic, and pricing decisions through structured workflows and auditable governance controls
- Reduced manual effort, spreadsheet dependency, and duplicate data entry, improving operational efficiency and lowering process risk
- Increased visibility into quote performance, approval bottlenecks, and margin drivers through centralized data and analytics capabilities
- Established a scalable, AI-ready foundation to support future automation, continuous improvement, and global process standardization
Conclusion
By replacing fragmented, manual processes with an AI-enabled, agent-assisted quotation platform, the client transformed a critical commercial capability. The new solution improved operational efficiency, strengthened governance, and created a scalable foundation for more intelligent, data-driven quoting across global operations.
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Overview & Impact
Evalueserve partnered with a global Tier-1 automotive supplier to simplify and standardize complex quotation workflows across regions, functions, and advanced mobility programs. The engagement delivered a cloud-based, AI-enabled quotation platform that improved RFQ speed, cross-functional collaboration, governance, decision traceability, and visibility into pricing and margin decisions.
Faster Responses to Complex RFQ
Increased Visibility into Quote Performance