01 / Understand
Reads the whole request.
Pulls out products, quantities, specifications, and delivery needs. Matches the way your customers ask to the way your catalog works.
02 / Quoting automation
From “can you quote this?”
to ready for approval.
Emails, PDFs, spreadsheets, and the occasional part number that isn’t quite right. Poka turns the request into a complete quote, with your rules on every line.
Your data. Your rules. Your team in control.
Quote workspace/Your quotes, moving.
From inbox to ready for review.| Customer | Quote | Total | Margin | Drafted in | Status | Details |
|---|---|---|---|---|---|---|
| Q-2026-0412 | $24,800 | 28.5% | 3m 48s | Ready to review | ||
| Q-2026-0411 | $61,230 | 19.4% | 4m 10s | Needs manager | ||
| Q-2026-0410 | $8,915 | 33.0% | 2m 57s | Sent · synced | ||
| Q-2026-0409 | $17,400 | 26.1% | 3m 22s | Sent · synced | ||
| Q-2026-0408 | $42,060 | 24.8% | 5m 01s | Sent · synced |
Built for the details your business runs on.
02 / Prepare
Gets the details right.
Brings together pricing, customer terms, inventory, and supporting documents. Flags the exceptions that need a human decision.
03 / Approve
Hands you the decision.
A finished draft with the work behind it. Review, adjust, and approve, then keep the record connected to your ERP.
A practical way to get started
Keep your workflow.
Lose the busywork.
Your team knows the business. Poka gives them more time to use that judgment.
How we get you live01
Connect what you already have.
Your ERP, inbox, spreadsheets, and supplier files. Start with the data you use today.
02
Put your judgment into the workflow.
Customer agreements, margin floors, approvals, and the exceptions your best people know.
03
Review the work. Make the call.
Poka prepares the recommendation and shows its reasoning. Your team stays in control.
Less busywork. Better business.
See it on your own quotes.
Bring a real RFQ. We’ll show you what Poka would do with it.