Services & Quote Mannagement
Quote Loading and Management
- Loading Quotes: Upload quote documents (PDF format supported) through the interface
- Label Organization: Categorize quotes by type (e.g., A/C Maintenance)
- Location Filtering: Search and filter quotes by location (e.g., Paris Bastille)
- Category Classification: Organize quotes by service category
Quote Processing Workflow
The platform uses AI agents to process quotes through four sequential stages:
- Extraction: AI agents extract structured data from uploaded quote documents
- Normalization: Standardizes extracted data for consistent comparison
- Comparison: Analyzes differences between quotes from various suppliers
- Recommendation: Provides insights based on the analyzed data
Quote Comparison Features
- Budget Tracking: Set and monitor target budgets for projects
- Price Analysis: View lowest and highest offers with percentage comparisons
- Supplier Comparison: Side-by-side comparison of multiple supplier quotes
- Date Tracking: Monitor upload dates for quote submissions
- Entry Counting: Track the number of line items in each quote
Detailed Quote Analysis
- Quote Breakdown: View itemized services with quantities and unit prices
- Variance Visualization: Highlight price differences between suppliers
- Technical Analysis: Receive expert analysis of quotes including:
- Work sequence evaluation
- Quantity appropriateness assessment
- Pricing evaluation against market standards
Optimization Recommendations
- Competitive Strategies: Suggestions for soliciting additional quotes
- Negotiation Tips: Identify items with potential discount opportunities
- Technical Optimizations: Recommendations for service modifications
Quote Comparison Dashboard
- Service Category Breakdown: Compare prices across common service categories
- Line Item Analysis: Detailed comparison of identical services across suppliers
- Total Cost Comparison: View overall price differences between suppliers
User Interface Elements
- Navigation Sidebar: Quick access to main features and modules
- Quote Status Indicators: Track pending and processed quotes
- Data Visualization: Compare quotes with visual indicators for price differences
- Filter Options: Refine data by various parameters
- Action Buttons: Add quotes, analyze data, export reports
Location & Site Management
- Site Selection: Filter and manage quotes by location
- Multi-site Support: Compare services across different locations
- Site-specific Budgeting: Set and track budgets by location
Quote Document Support
- View extracted quote documents
- Compare multiple versions of quotes
- Access original source documents