AI automation for wholesale. Reduce manual effort in customer enquiries, quotations and orders. We develop and integrate suitable solutions into your existing systems.
Your inside sales team spends a lot of time reviewing enquiries and putting quotations together.
Orders from e-mails and PDFs have to be entered manually into your inventory management or ERP system.
Recurring customer questions tie up the inside sales team.
Product information is spread across different systems.
Many of these tasks can be supported or partly automated with AI, without having to replace your existing systems entirely.
Analyses incoming customer enquiries, identifies products and quantities and creates quotation drafts based on your product data.
Benefit: Less effort per quotation, faster processing and more consistent quotation workflows. This can reduce processing costs.
Reads items, quantities and other order details from e-mails and PDF documents and prepares the transfer into your ERP system.
Benefit: Less manual data entry and processing effort. Less retyping can also reduce transcription errors.
Supports employees with recurring questions about products, availability and order status, using access to approved company information.
Benefit: Faster answers and relief for the inside sales team.
Analyses historical sales data and stock developments to support demand forecasts and purchasing decisions.
Benefit: Better-informed purchasing and earlier detection of possible shortages.
Whether and to what extent a solution suits your company depends on your processes, data and systems and is assessed in the intro call and the design phase.
This is how the AI Quotation Assistant could prepare a customer enquiry. All data and article identifiers in the example are invented.
"We need 200 metres of installation cable and 50 connectors. Please send us a quotation."
Installation cable · 200 m Connectors · 50 pcs Request: quotation
The recognised details are matched against a sample product catalogue. Unclear matches are flagged for clarification.
"Which cable type and conductor cross-section do you need? Please also specify the connector variant or an article number."
Clearly defined clarification requests can be sent automatically under agreed rules. Unclear cases go to an employee.
"Please use cable type K-01 with a 1.5 mm² conductor cross-section and connector S-02."
The AI records the clarification request and reply in the enquiry, adds the details and matches them against the product catalogue again. The article identifiers are fictitious.
The completed details form the basis of a quotation draft for review. The quotation is sent only after approval by an employee.
| Item | Article (fictitious) | Quantity | Note |
|---|---|---|---|
| 1 | Installation cable K-01 · 1.5 mm² | 200 m | Type and conductor cross-section added from the customer's reply; approval pending |
| 2 | Connector S-02 | 50 pcs | Variant added from the customer's reply; approval pending |
We assess which workflows are suitable, what the solution could deliver and how much effort connecting it to your systems would require.
We define what the solution needs to do, how it works with your systems and how data will be protected. Together, we agree on measurable goals.
We build an initial working solution and test it using typical tasks from your business.
If the practical test meets the agreed goals, we connect the solution to your existing workflows and systems.
Zapote is your contact throughout the collaboration, plans the technical solution, manages the project and checks the quality. We clarify data protection and data processing arrangements with you transparently in advance.
Depending on the federal state, company size and project, funding programmes may support the introduction of digital solutions and AI. One example is the Digitalbonus Bayern for small companies with a business site in Bavaria.
Check which programmes apply to your project with the responsible funding body or economic development agency. Conditions and availability can change.
We describe the technical project scope and provide technical information for your discussions with the funding body.
Discuss funding optionsWe assess how AI can support your business workflows and whether it makes economic sense.
Zapote takes responsibility for the project, plans the technical implementation and checks the quality.
We build solutions that work together with your existing processes, data and systems.
Transparency: We receive no commissions from software vendors. If we implement solutions ourselves, we have an economic interest; we openly compare alternatives such as standard software or your own service providers. More in the FAQ.
Typical starting points are handling customer enquiries and quotations, capturing orders from e-mails and PDFs, recurring customer questions for the inside sales team, and support for purchasing and stock planning. Whether a process is suitable depends on its flow, your data and your systems. We assess this together with you in terms of benefit, feasibility and integration effort.
No, the goal is integration into your existing processes and systems. Which interfaces your ERP offers and how complex the connection is, we clarify in the design phase.
The AI works within the rules we agree with you. It prepares quotations and orders. An employee reviews and approves before a quotation is sent or an order is transferred into the ERP. It can send clearly defined requests for missing details automatically. Unclear cases go to an employee.
After a free 30-minute intro call, there are four steps: choose suitable workflows, plan the solution, test on a small scale and, if the agreed goals are met, use it in everyday work. Timeline and budget depend on the use case and are agreed before the start.
Depending on the federal state and company size, there are funding programmes that may subsidise the introduction of digital solutions and the use of AI. One example is the Digitalbonus Bayern for small companies with a business site in Bavaria. There, the published conditions include, among others, fewer than 50 employees and an application submitted before the project starts. Only after receiving the acknowledgement of receipt by email may you start at your own risk and enter into contracts; this does not constitute funding approval. Which programmes apply to your federal state and your project, you check with the responsible funding body. Eligibility and amount must be checked individually, and approval is granted exclusively by the responsible funding body. We provide technical project information for your discussions with the funding body, but we do not promise funding.
We define requirements for data protection, data access and permissions in the design phase, before the pilot. The legal assessment is made together with your legal counsel or data protection advisor. AI access is limited to information you release.
Wholesale companies, initially with a focus on Bavaria. Typical contacts are managing directors, heads of sales and those responsible for operations and digitalisation. We are based in Berlin and work mostly remotely, with workshops on site where useful.
In a free, non-binding intro call, we assess together which workflows are suitable and under what conditions implementation would be worthwhile for your company.
Information on how your data is processed when you book an appointment or write to us is in the privacy policy.