Industrial distribution01
Supplier proposal comparison
A single workflow for procurement emails, spreadsheets, PDFs and scans.
Outcome
The comparison is prepared automatically while the specialist handles only exceptions.
Procurement automation
Automated processing ofsupplier proposals
The system collects proposals from email, messengers, Excel and PDF, extracts prices and terms, compares suppliers and transfers the result to ERP or CRM.
Excel, PDF and documentsERP and CRM integrationApproval control
Process demo
Incoming proposals
Automatic processing
Emailoffer.xlsx
Messengerprice.pdf
Documentsterms.docx
Terms comparison
SupplierPriceLead time
Alpha$12,8007 days
Vector$13,4005 days
Sphere$14,1003 days
The data is normalized and ready for approval or transfer to your accounting system.
When supplier proposal processing should be automated
The solution is designed for companies whose procurement depends on manual collection, comparison and data entry.
Proposals arrive through email, messengers and direct messages
Price lists and terms use different spreadsheets and document formats
Employees manually copy prices, dates and product lines
Comparing suppliers takes hours or days
Decision history is scattered across conversations
Managers cannot see the current procurement stage
One process instead of a manual chain
Automation keeps your procurement rules intact. It handles repetitive operations while your team remains in control.
Current process
Open every email and attachment
Copy data into a shared spreadsheet
Match identical product lines manually
Collect approvals in conversations
Enter the result into ERP again
After implementation
The system collects new proposals
Prices and terms are extracted automatically
Product names are normalized
Approvals follow a defined route
The result is transferred to ERP
What can be automated
The solution is configured around your channels, document formats and approval rules.
Proposal collection
Email, forms, messengers and shared folders.
Document recognition
Excel, PDF, Word, scans and attachments.
Data normalization
Matching names, units and specifications.
Terms comparison
Price, lead time, payment, delivery and other criteria.
Purchase approval
Routes, owners, deadlines and notifications.
System transfer
ERP, CRM, API or your internal system.
How implementation works
We validate the solution against real document formats before connecting it to the production workflow.
01
Map the process
Document channels, formats, comparison rules and employee roles.
02
Test the documents
Use anonymized samples to assess extraction quality.
03
Build the first workflow
Configure processing, comparison and exception handling.
04
Connect systems
Integrate approvals, ERP, CRM or API.
05
Launch and monitor
Train the team and monitor processing quality.
Integrations
Works inside your infrastructure
Your team does not have to move procurement into another isolated tool. The solution connects to the channels and systems you already use.
EmailExcelPDF1СERPCRMAPIMessengers
Control and security
Rules remain transparent and manageable
Access controls
Processing log
Exception control
Applied workflows
Procurement automation cases
Three parts of one process that can be introduced together or step by step.
Manufacturing company02
Purchase approval workflow
A controlled request route from the initiator to the person responsible for payment.
Outcome
Every request now has a visible stage, owner and complete approval history.
Wholesale trade03
Procurement handoff to ERP
Integration of supplier selection results with the accounting system.
Outcome
Approved data is transferred without repeated manual entry and remains linked to the original request.
Start with your data
Test the workflow with your documents
Attach several anonymized supplier proposals. We will review the formats, outline the processing workflow and determine what is required for integration.
You can attach Excel, PDF, Word and other files to the form.
Frequently asked questions
Which proposal formats can be processed?
Excel, PDF, Word, scans, emails and attachments. The exact scope is confirmed after reviewing your samples.
What if suppliers use different product names?
We configure catalog matching rules and route ambiguous items to an employee for review.
Can the solution integrate with our ERP?
Yes. The integration approach depends on your ERP configuration, available APIs and procurement workflow.
Will AI make purchasing decisions instead of employees?
Not necessarily. The system can prepare a comparison while final selection and approval remain with responsible employees.
What will you need from our team?
A process owner, sample documents, comparison rules and access to a test environment for the required integrations.