White Studio

B2B / ENQUIRIES AND DOCUMENTS

Request and document automation

A dedicated workspace for B2B enquiries: collect documents, analyse specifications, match items and prepare proposals. More than a chat — a tracked workflow with history and human review.

WORKFLOW
01Enquiry & documents
02Review & matching
03Proposal for review
01

An enquiry becomes a working record

Documents, requirements, questions and analysis are grouped in one enquiry. Users can upload multiple files or paste text. Originals are preserved separately, while history records extracted information and operator changes. This is a specialist workflow application, not an all-purpose CRM.

02

From documents to structured items

The application analyses PDFs, office documents, spreadsheets, photos and supported engineering formats. It extracts descriptions, grades, dimensions, units and quantities while retaining source links. Unclear data is flagged for clarification and operator correction. Complex drawing limitations are explicit: AI does not replace engineering review.

03

Matching and proposal review

Customer requirements and supplier proposals remain separate. Items, specifications, quantities and price conditions can be compared, with discrepancies and questions highlighted. Matching supports the manager without automatically approving substitutes or suppliers. A separate price-checking workflow retains the sources found.

04

A usable output, not just a chat reply

Outputs can be prepared as editable Excel files or readable PDFs. Customer proposals are separated from internal worksheets. Statuses, history and saved steps help users resume interrupted work. This public case explains the application without disclosing the client, working documents or private access.

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