HomeUse casesQuotes from a request

On requestSales & customer service, Finance & accounting

Quotes from a request

Turn a customer’s request into a draft quote in your system, with the right items and their terms, for you to approve.

On request: built from Luminorix services that run today. It is configured for your business and systems, and checked with you, before it is switched on.

EXAMPLE REQUEST

What you ask.
What comes back.

An illustrative request. Your agent works on your own systems and records.

Good for: Sales & customer service, Finance & accounting
Industries: Distribution & e-commerce, Manufacturing & logistics

Quotes from a requestOdoo + Microsoft 365 mail
Sample data

Quote 20 cases of the 1 ml tips for this lab.

You get a draft quote in the accounting system.
Illustrative example with sample data. Nothing here was sent or posted.

WHAT LUMINORIX DOES

Step by step.

  1. Prepares the workReads the request, the item catalogue and the customer’s history.
  2. Asks firstShows a draft quote in the accounting system on an approval card.
  3. Does it and records itOnly after approval does it make the change in your system, and it logs what changed.

SYSTEMS IT CONNECTS

Works with what you use.

  • Odoo
  • Microsoft 365 mail

Connector availability, data scope and permitted actions are confirmed for your systems before deployment.

WHERE YOU STAY IN CONTROL

Clear boundaries.

Approval first

No change is made before a person approves it.

Agreed scope

It acts only where and how it was allowed to.

Reversible and logged

Every change is recorded and can be undone.

RELATED USE CASES

START WITH ONE RECURRING JOB

Which work should an agent
take off your plate first?

Bring one recurring job. We map the systems, the access and the approval points, and show the agent doing it on sample data.