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Sales

Sales Engineer

Sales Engineer answers the technical customer request, from the enquiry arriving to the quote or order going back.

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A request for end mills and collets becomes a matched line, then a quote draft with both lines priced, then a quote.

From a real test file

One click makes it a quote

What it does

It can read a request for quotation or a drawing, work out what the customer needs, match it against your catalogue, price it on your real costs and draft the branded reply on the original thread. With your customer's context and the engineering behind what you sell built into every answer.

Hands measuring a worn carbide end mill with a digital caliper on a steel desk beside a drawing
  • Give your customers a considered answer within the hour, at any hour, and a quote that holds up when their engineer reads it.
  • When something is missing it asks a clarifying question and cites what it found, rather than guessing a specification.
  • Connect Gmail or Microsoft 365 and it works where your customers already write to you.

See it working

One morning in a connected inbox: every email sorted as it lands, the enquiries answered in review mode and an autoresponder left alone; a vague request read with every line kept, its quantities marked missing and questions asked instead of guesses; a purchase order checked against the quote it answers and drafted as an order for a person to create; and what it reads about the customer before it answers.

Demonstration data

In more detail

Sorted, read and cited

Reads inbound mail and attachments, classifies each message and extracts the requirement with a source span behind every attribute.

A request read into a structured table: 2 lines, each with its quantity, and 6 attributes, each cited to the customer's own words.

From a real test file

Your catalogue, your terms

Matches the request to catalogue records and prices it against customer agreements and real cost.

A request line matched to a catalogue product: a 10mm four flute square end carbide end mill at a fit of 100, each stated field exact and the recommended coating carried.

From a real test file

The fit, field by field, stated and recommended

Nothing leaves without review

Drafts a branded reply threaded on the original message, and every draft goes to an internal address until you decide otherwise.

The reply the email agent drafted for a vague request, "Re: tooling", as the review inbox receives it: sent to review@hartwell-precision.example instead of the customer, opening with a note that it has not reached them, then 9 questions and nothing guessed. Beside it, the connected inbox's reply mode set to review first.

Demonstration data

One answer, every product

Reaches whatever else is switched on: a servicing line, a custom design or a stock check comes into the same answer.

Quotation Q-26-00028 for Eastfield CNC Ltd on the customer's own quote portal: 4 lines of 3 kinds on one quotation, catalogue tools, a configured balustrade panel and a reamer regrind service, totalling £5,432.64 with VAT, with Accept and Decline.

Demonstration data

Who it is for

Who uses it daily

  • Internal Sales
  • Technical Sales Engineer
  • Applications Engineer
  • Sales Engineer
  • Estimator
  • Customer Service Coordinator
Who buys it and who to involve
  • Sales Director
  • Managing Director
  • Commercial Manager

Bring in your most experienced applications engineer early: it is measured against their answer and applies their standard everywhere.

Every product, every plan.See pricing

Where it fits

How the platform adapts

In Kabaido

Built in

Connects to

  • Works today
  • Template

If your system has an API, Kabaido connects to it.

Every other way it connects

Everything runs on the same open paths: the Kabaido API and MCP server, outbound webhooks, an inbound endpoint, a scheduled REST pull, CSV and Excel in and out, and Zapier, Make and n8n for anything else. Custom connections are built to order.

Template

Via automation

Roadmap

Every integration

Questions