💡 Why Automate Quote Extraction?

Manual quote processing is tedious. Whether your quotes come from vendors, partners, or internal teams, they often include essential fields like pricing, client names, expiration dates, and itemized products or services. Automating this step not only saves time but ensures consistency in your business processes.

🧠 How to Extract Information from Quotes Using UpBrains

Here’s how to quickly extract data from sales quotes using UpBrains Extractor:

1️⃣ Access the Extractor

Go to the Extractor section from the UpBrains sidebar.
Click Create Custom Extractor.

2️⃣ Set Up the Extractor

Fill in the basic details:

·        Name: e.g., “Quote Extractor”

·        Document Class (optional): “Quote” or “Sales Quote”

·        Instructions: Describe what to extract, e.g.:
“Extract quote number, client name, item details, total amount, and expiration date.”

3️⃣ Define Your Fields

Add the fields relevant to your quote documents, such as:

·        Quote Number

·        Date Issued

·        Client Name / Company

·        Expiration Date

·        Currency & Total Amount

4️⃣ Add Line Item Fields

If the quote includes a product or service table, define Line Item Keys, including:

·        Item Name

·        Quantity

·        Unit Price

·        Line Total

5️⃣ Upload a Sample

Use a sample file (PDF, scanned image, or plain text).
Click Extract to preview the results.

6️⃣ Fine-tune and Publish

Adjust your field settings if any value is missing or incorrect.
Once everything looks good, click Publish.

Now your quote extractor is live and ready to use in any AI Automation Agent.

🔄 Where You Can Use Quote Extraction

Combine your extractor with AI agents to automate:

·        Inbound quote data entry

·        Quote-to-order conversion workflows

·        CRM/ERP quote tracking

·        Vendor comparison processes

·        Budget planning from supplier quotes

✅ Benefits at a Glance

·        ⏱ Instant Data Capture – No more retyping PDFs

·        🧾 Line Item Accuracy – Extract every detail in item tables

·        🔄 Seamless Integration – Plug into existing automation flows

·        📉 Reduce Errors – Improve consistency across your quoting process

👥 Who Can Use This?

·        Sales Teams entering quotes into CRMs

·        Procurement Teams reviewing vendor quotes

·        Operations Teams converting quotes into POs

·        Finance Departments for budget validation

🚀 Ready to Automate Your Sales Quotes?

UpBrains AI helps you move from document chaos to data clarity in just a few clicks.
Start automating quote processing today—and free your team to focus on what matters most.

Book a Demo