case-study

ATN for the Quotation Function (developing and managing the quotation process)

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Published date: 06/03/2026 Updated date: 31/03/2026

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ATN Quotation structures and coordinates the quoting process in the industry: reviewing requests, verifying data, applying business rules, managing the quoting tool (e.g., Radquote), and tracking (sending, follow-ups, versions). Objective: to reduce friction, standardize practices, and secure margins, while improving end-to-end traceability.

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Use Case · Industrial Quotation Process
ATN Quotation: When the quotation process remains an operational bottleneck
In many industrial companies, a quotation is far more than a document sent to a customer. It is a critical operational link that directly affects response times, technical credibility, margin protection, and the quality of coordination between teams. Yet in practice, the quotation process often remains one of the most friction-prone workflows in the business.
Challenge: Too much data re-entry, too many email exchanges, scattered approvals, and excessive reliance on manual intervention
Impact: Slower processing, more errors, reduced consistency, and weaker margin control
Solution: ATN Quotation, an AI assistant designed to structure, secure, and coordinate the quotation workflow
Key Value: Make the existing quotation process smarter, more reliable, and easier to manage end to end
The problem to be solved
In many industrial environments, a quotation request does not follow a simple linear workflow. Information arrives from multiple sources: customer emails, attachments, technical requirements, sales data, delivery terms, pricing rules, margin constraints, subcontracting conditions, and logistics costs.
For each quotation, teams typically need to:
• Read the email and identify the correct quotation request.
• Open and review the attachments.
• Verify that the data is complete and correctly formatted.
• Re-enter or reorganise the information in the quotation tool.
• Apply the company’s internal rules.
• Manage versions, send the quotation, follow up, and track the response.
When this process is too manual, companies quickly face:
processing delays, inconsistent quotations, higher risks of error, more difficult margin control, and limited traceability across history, sending, and follow-up.
How ATN Quotation works
The value of ATN Quotation is not to create quotations instead of the teams, but to coordinate the entire quotation process in a more structured and reliable way.
This use case was designed for a specific client where the system is integrated with Radquote quotation software. However, ATN’s architecture is not limited to a single tool: depending on requirements, ATN can also work with other costing and quotation platforms.
Reading and understanding the incoming request
ATN reads incoming emails, automatically detects quotation-related requests, routes each request to the appropriate workflow, and extracts the necessary documents from the attachments.
Validating and cleaning input data
Before the quotation process begins, ATN checks formats, detects inconsistencies, and flags missing information in order to minimise the risk of errors from the outset.
Applying the company’s business rules
ATN does not rely on generic logic. It can execute rules specific to the company, such as:
• quotation and pricing rules.
• margin rules.
• subcontracting conditions.
• logistical constraints.
• delivery requirements.
• prioritisation or service levels by customer.
As a result, the quotation no longer depends solely on the memory, habits, or interpretation of each individual user.
Managing the existing quotation tool
In this case, ATN can manage Radquote by feeding data into the software, structuring information, controlling costing parameters, and assisting with the tracking of outputs.
This is a key point: the value of ATN does not lie in replacing one software package with another, but in making the existing tool smarter, more consistent, and more reliable. The same logic applies if the company uses software other than Radquote.
Tracking dispatch and managing the file lifecycle
Once the quotation has been generated, ATN can also:
• track dispatch.
• manage follow-ups.
• verify acknowledgements of receipt.
• secure version management.
The process therefore does not stop at producing a quotation file. It is managed through to dispatch, follow-up, and response tracking.
Conclusion
ATN Quotation helps industrial companies turn a fragmented and friction-prone quotation workflow into a structured, traceable, and more reliable process. By reducing manual handling, securing business rules, and improving coordination between tools and teams, it supports faster response times, stronger consistency, and better control over margins and customer service.

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