Deliverable 01
RFQ and BoQ reading
The AI Quote Assistant takes a customer RFQ or bill of quantities as PDF, Excel, email or pasted text, matches lines to catalogue items and drafts the quote for review.
From the stack
- Node.js
- Laravel / PHP
- .NET
ERP development · Quotation software
Quotation software in the UAE is where a trading company wins or loses its margin. A buyer sends an RFQ as a PDF or an Excel bill of quantities, the salesperson reprices it in a spreadsheet, and nobody checks the cost until the invoice is raised. The sales and quoting module of e-tijariX, offered, implemented and supported by Next Orbit, reads the RFQ, prices each line from the catalogue at true cost and refuses to send a quote that breaks the margin rule.
Quick answer
Quotation software in the UAE lets a sales team price a customer request, control the margin and convert the accepted quote into the documents that follow without retyping. e-tijariX, offered, implemented and supported by Next Orbit, includes a Quote Assistant that reads an RFQ or bill of quantities and builds the quote from the catalogue within the margin rule. Each revision is kept as a version, approvals apply below the margin floor, and the accepted quote becomes a proforma, tax invoice, delivery order and receipt.
What we deliver
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Deliverable 01
The AI Quote Assistant takes a customer RFQ or bill of quantities as PDF, Excel, email or pasted text, matches lines to catalogue items and drafts the quote for review.
From the stack
Deliverable 02
Price lists, dealer tiers and quantity breaks apply automatically, with FIFO cost and margin shown per line. Discount limits per role and a margin floor route exceptions to a manager before the quote leaves.
From the stack
Deliverable 03
Revisions are kept as versions with validity dates, and the CRM pipeline records the quote stage, follow-ups and the reason a quote was won or lost. Reminders go out by email or WhatsApp.
From the stack
Deliverable 04
An accepted quote becomes a proforma for advance payment, then a tax invoice with every FTA field, a delivery order and a receipt. Stock is reserved at acceptance and released at dispatch at cost.
From the stack
Deliverable 05
Quotes print in Arabic, English or both with your branding, and can be signed by the customer through the e-signature module with OTP checks. See e-signature software.
From the stack
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Part of our ERP development service. The same architecture-first process, quality control and support apply; tell us the problem and one of our expert engineers will map it to a plan.
Discovery CallNext Orbit implements the module from Dubai for traders in Dubai, Abu Dhabi, Sharjah and across the UAE and GCC.
Setup loads your price lists, dealer tiers and discount limits per role, designs the bilingual quotation layout and sets the approval route for quotes below the margin floor. The sales desk learns the RFQ reader, versioning and the conversion to proforma, tax invoice, delivery note and receipt in one flow.
Prices copied from last year's quote, discounts given without seeing cost, and an RFQ with forty lines retyped by hand with a unit wrong on one of them.
Every line shows the FIFO cost beside the price, and a quote below the margin floor is held for approval rather than sent, with the limit set per role.
Each revision is numbered and kept, so the customer's accepted version is the one invoiced and the history shows who changed which price and when.
Price lists and tiers, margin and discount rules, bilingual quote templates, the RFQ reader trained on your catalogue, approval routes and sales-desk training.
Architecture-first
Before a line of production code is written we draw the system: the people who use it, the services behind it and the systems it must talk to. This reference architecture from our ERP development practice is the starting point we adapt to your operation.
Flow 01 Inventory Finance & accounting Reports & Power BI
Flow 02 Sales Finance & accounting Reports & Power BI
Flow 03 Procurement Finance & accounting Reports & Power BI
Flow 04 Projects & assets Finance & accounting Reports & Power BI
Flow 05 HR & payroll Finance & accounting Reports & Power BI
Technology stack
Chosen per project from tools we run in production. Pick a category to see the part of the stack behind it.
How it runs
5 stages, each with a deliverable you can review and sign off before the next begins.
A demo on Next Orbit sample data, then a real RFQ from your inbox run through the Quote Assistant to see the draft it builds.
Price lists, tiers, quantity breaks, discount limits per role and the margin floor configured against your catalogue and costs.
Quotation, proforma and tax invoice layouts designed in Arabic and English with your branding, terms and signature block.
Quote stages, follow-up reminders by email and WhatsApp, and the approval route for below-margin quotes set up in the CRM pipeline.
Sales desk and managers trained on their own screens, open quotes migrated, then support as price lists and rules change.
Who it is for
Companies answering long RFQs and BoQs where one mispriced line erases the margin on the order and a slow reply loses it to a competitor.
Distributors with fast-moving price lists, dealer tiers and quantity breaks that must apply consistently across the whole sales desk and every branch.
Traders quoting site deliveries in bulk units with validity dates, repeat orders raised from the same quotation and credit terms checked before acceptance.
Representatives who quote from a phone at the customer's premises, with approvals, versions and the conversion to invoice handled back in the office.
Platforms we offer
e-trainia is our own platform; e-tijariX, MeezanX and AuthentiQ we implement and support. Each can be customised for your operation.
B2B + B2C commerce, inventory & ERP
Dealer and consumer sales, multi-warehouse stock, procurement and VAT accounting on one product master.
B2B + B2C one store, one stock figure
Explore e-tijariXQuestions, answered
It prices customer requests from a catalogue, controls discounts and margin, keeps revisions and converts the accepted quote into proforma, tax invoice, delivery and receipt. In e-tijariX the quote also reserves stock and starts the CRM pipeline record.
Yes. The AI Quote Assistant reads an RFQ or bill of quantities from PDF, Excel, email or text, matches each line to a catalogue item and drafts the quote within the margin rule. Lines it cannot match are flagged for the salesperson. It works without an AI key through a rule-based fallback.
Each line shows the FIFO cost next to the price and the resulting margin. A margin floor and discount limits are set per role, and any quote below the floor waits for a manager's approval. Cost and margin columns can be hidden from roles that should not see them.
Yes. Every revision is stored as a numbered version with the date, the person who changed it and the lines that moved. The customer accepts one version, and that is the version converted to the proforma and tax invoice, which keeps disputes short.
Yes. Quotations, proformas, tax invoices and delivery notes print in Arabic, English or both on one page, with Arabic shaped correctly in the PDF. Product names and terms are held bilingually, and the customer's preferred language is remembered on their record.
Yes. A quote or the contract behind it can be sent for signature through the e-signature module with OTP or UAE PASS signer checks and a PAdES signature. The signed copy is attached to the quote and the order, with an audit certificate.
Acceptance reserves stock, dispatch releases it at FIFO cost, the tax invoice posts to receivables and the receipt settles it. Every figure in the ERP for trading companies comes from the same record, so sales, stock and finance never disagree.
Further reading
Quote-to-cash for UAE trading companies: run RFQ, quotation, proforma, tax invoice, delivery order and receipt in one flow, without spreadsheets.
What AI agents for business in the UAE can do, where they fit next to chatbots and RPA, practical use cases, and the guardrails to put in place before go-live.
Pick what you need and the right person on our team replies.
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An engineer will reply to you. Quote the reference if you follow up.
What happens next
A Discovery Call maps your operation to a plan: what to build first, what it connects to and how it goes live.
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