Quote-to-order automation engine

Reads inbound quotes, validates them against catalog and pricing rules, auto-creates clean orders, and raises Jira stories only for the exceptions.

Finance Operations · Stack: Salesforce Agentforce, Claude, Python. Outcome: ~70% of standard quotes processed untouched

Overview

An agent that turns inbound quotes into clean, validated orders automatically, escalating only the ones that genuinely need a human.

The problem

Ops teams hand-key every quote into an order, checking catalog and pricing rules line by line — slow, error-prone and hard to scale.

How it works

• Reads inbound quotes from email and the CRM.
• Validates each line against the product catalog and pricing rules.
• Auto-creates a clean order for anything that passes validation.
• Raises a Jira story with full context only for the exceptions.

What it does

• Quote parsing into structured line items
• Catalog and pricing-rule validation
• Straight-through order creation
• Exception-only Jira stories

Architecture

Salesforce Agentforce orchestration with the Claude API for extraction and validation, plus Python services for the catalog and pricing checks.

Results

• ~70% of standard quotes processed untouched
• Fewer order-entry errors
• Humans focused only on true exceptions