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Use Case

Secure Quote and Proposal Production Without Depending on a Single Person

How a 20-80 person B2B services / industrial / integrator SMB secured quote production, reduced errors, and enabled team autonomy while maintaining pricing consistency.

Client Context

A B2B services / industrial / integrator SMB (20-80 people) producing:

Custom Quotes
Tailored pricing proposals
Commercial Proposals
Business development offers
Tender Responses
Simple RFP responses
Senior Dependency
1-2 senior profiles

Quote quality heavily depends on:

  • •1 or 2 senior profiles
  • •Their experience
  • •Their availability

The Problem

1. Strong Human Dependency

  • •Junior salespeople hesitate
  • •Pricing rules are implicit
  • •Errors are costly

👉 Permanent bottleneck.

2. Commercial Risk

  • •Poor scope definition
  • •Contractual omissions
  • •Inconsistent margins
  • •Unvalidated commitments

3. No Common Framework

Each quote is:

  • •Made "by hand"
  • •With copy-paste
  • •Without shared logic

The O137 Solution

O137 is used as a framing and control system for proposals.

👉Not as an automatic generator
👉Not as a rigid configurator
👉But as the system that verifies, structures, and secures

1. Connection to Internal Rules

O137 connects to:

  • •Pricing grids
  • •Margin rules
  • •Contractual clauses
  • •History of won / lost quotes

2. Context Analysis

From sales information:

  • •Customer
  • •Need
  • •Scope
  • •Urgency

O137 evaluates:

  • • Overall consistency
  • • Risk areas
  • • Gaps

3. Decision Before Sending

O137 decides:

  • •Quote automatically validatable
  • •Quote to review
  • •Quote blocked (high risk)

With clear justification.

4. Intelligent Assistance

O137:

  • •Proposes a quote structure
  • •Signals inconsistencies
  • •Suggests compliant options

👉 The salesperson remains in control.

5. Traceability

Each quote is:

  • •Versioned
  • •Justified
  • •Explainable

Concrete Results

Faster Production
Quotes produced more quickly
Fewer Errors
Reduced mistakes and omissions
More Stable Margins
Consistent pricing across quotes
Team Upskilling
Improved team capabilities

What SMBs Gain

Commercial Security
Reduced risk in pricing and commitments
Team Autonomy
Junior staff can produce quality quotes
Stress Reduction
Less pressure on senior staff
More Professional Image
Consistent, high-quality proposals
Why not ChatGPT? →
Why not n8n? →

In Summary

❌

Not a quote generator

Not a pricing tool

✅

A system that secures commercial decisions