Overview of Smart Quoting Assistant (SQA)

  • VizSeek SQA Uses NLP & Visual Search to help automate key steps in the quoting process.
  • Benefits of Using SQA:
    1. Reduce quoting time
    2. Lower quoting costs
    3. Improve quoting accuracy
  • User Interface Choices:
    1. Fully functioning VizSeek web UI
    2. Customized UI interfacing VizSeek server via API calls
  • Integration to MRP/PLM/ERP/CRM systems
  • Any of the NLP/Visual search components can be integrated into customer’s workflow independently, or used as part of the whole solution

Typical Quoting Process for Part Suppliers



SQA Part 1: Creating RFQ

This part is usually performed by Customer Service for data entry only

VizSeek SQA supports 3 different ways to generate a RFQ:


1

Customer Service reads email, and drag-n-drops the .msg files into VizSeek SQA RFQ creation box.

2

VizSeek SQA service automatically reads email and collects RFQ data.

3

Customers can generate RFQ directly using web UI

The remaining of this presentation focuses on (1) only

Customer Service saves an incoming email message to an Outlook msgfile which contains email content, relevant customer information and RFQ data along with any attached files, and drag-n-drops it to the SQA input dropbox.




The RFQ data is parsed into line items with a description of the requested part, quantity needed and any associated files such as product picture or 3D model. The Customer Service verifies the RFQ data, makes necessary changes if needed, and then Save.




The Customer Service sends all verified RFQs to quoting engineers by clicking the check button.




SQA Part 2: Creating Quote

This part is usually performed by quoting engineers

VizSeek SQA provides advanced search capabilities


1

Full text search
Attributes search

2

Visual search
(supports all major image/2D/3D formats)

3

Deep Learning auto classification of parts

SQA automatically performs a Visual Search using the RFQ files and returns previous matching quotes. For each line item, the quoting engineer can either:

  • Select one of the previous quotes (example line 1)
  • Perform advanced search based on geometry and attributes (example line 2)
  • Manually enter a sku and unit price (example line 3)



Advanced search example 1: SQA automatically extracts 3 shapes from the search input (a pdf file on the left side), returns a row of matching pdf files, a row of matching AutoCAD drawings and a row of matching 3D models.




Advanced search example 2: using a photo to search for similar images and 3D models




Advanced search example 3: using a hand sketch to search for similar images and 3D models




SQA Part 3: Finalizing Quote

This part is usually performed by Customer Service

VizSeek SQA automatically fills your custom quote form. Customer Service can either send out the quote form within SQA or download the finalized quote form and email it to the customer.


How to use VizSeek Smart Quoting Assistant

  • Any of the NLP/Visual search components can be integrated into customer’s workflow independently, or used as part of the whole solution
  • Visual search can be used in applications other than quoting
  • VizSeek products can be deployed as a cloud service, as an on-premise solution, or a hybrid solution which keeps your protected files local with an installation of VizSeek Indexer.