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Sales.

Hexa handles quoting, order entry, call capture, and customer prospecting so your sales team can focus on selling instead of data entry. Respond faster, reduce errors, and handle more volume without additional headcount.

Quoting

RFQs arrive as emails, PDFs, spreadsheets, even handwritten notes. Hexa extracts the line items, matches them to your catalog, applies the right pricing, and generates a quote ready for review.

Inbox — RFQ from Summit Manufacturing

FromDavid Chen <d.chen@summitmfg.com>SubjectRFQ #4821 — Hydraulic Components (Q3)

Hi, please quote the following. Delivery by June 20. Net 30.

Part #DescriptionQty
HX-FL-2204Hydraulic Flange Adapter200
HX-BR-0917Stainless Bushing, 3/4"500
HX-VL-4410Pneumatic Check Valve150

David Chen · Summit Manufacturing

Order Entry

Hexa picks up purchase orders from your inbox, extracts line items, maps part numbers to your catalog, validates against the original quote, and flags any discrepancies. The sales order is created and the acknowledgement sent before your rep opens the email.

← Back to Orders

Cascade Fluid Systems

Processing
ORD-2026-0142
ORD-2026-0142·RFQ — Industrial valve & actuator package·Monday, March 30, 2026·Due 2026-04-18·Net 45·LTL Freight
James Thornton·Cascade Fluid Systems·j.thornton@cascadefluidsys.com·Ship-to: 4200 River Industrial Blvd, Unit 7, Portland, OR 97217

Source Attachments

PDF

Valve-Actuator-Package-BOM.pdf

12 KB

DOC
PDF

Site-Piping-Schematic.dwg

3 KB

DOC
Parse Confidence: 91%
Due Date: 2026-04-18
Ship Via: LTL Freight
Payment Terms: Net 45

Parsed Line Items

4 items

Inbound Phone Calls

Hexa listens to inbound sales calls in real time and extracts product requests, quantities, specs, and delivery requirements as the conversation happens. By the time your rep hangs up, the order is already drafted with pricing applied and ready for review.

DP

David Patterson

Sheffield Precision Mfg.

Live Transcript

Transcript

David Patterson

James, it's David from Sheffield Precision. Need to place a few orders — 500 M8 A2-70 hex bolts to Attercliffe by March 14th.
*Extracted Items1
AI-detected procurement items

M8 Stainless Steel Hex Bolt

Fastener
SKUHEX-M8-A270-SSQty500 unitsUnit Price£0.38 – £0.42Delivery By14 Mar 2025TermsNet 30
AI Confidence
97%

Customer Prospecting

Hexa analyzes your product catalog and scans industry directories, public tenders, company filings, and trade publications to surface companies actively buying what you make. Each prospect comes with a match score, reasoning, and a contact ready for outreach.

Customer Prospecting

Find companies that buy what you sell

Your Catalog

Hydraulic Flange Adapter

HX-FL-2204Hydraulics

Pneumatic Check Valve

HX-VL-4410Valves

Stainless Bushing 3/4"

HX-BR-0917Fittings

Analyzing your catalog to find matching buyers...

Frequently asked questions

How does AI order entry work with our ERP?

Hexa reads purchase orders from your inbox, extracts the line items, maps part numbers to your catalog, and creates the sales order directly in your ERP. It validates against the original quote, flags discrepancies for review, and sends the acknowledgement — so orders are entered without your reps retyping anything.

What happens when the AI can't match a SKU?

It gets flagged for a human, not guessed. When Hexa can't confidently match a part number to your catalog, the line is routed to your team for review with the original document alongside suggested matches. Your rep confirms the right item, and Hexa learns from that correction for next time.

Can Hexa handle RFQs that arrive as PDFs, spreadsheets, or emails?

Yes. RFQs arrive as emails, PDF attachments, spreadsheets, even handwritten notes. Hexa extracts the line items from whatever format the customer sends, matches them to your catalog, applies the right customer pricing, and generates a quote ready for review — without your team rekeying data between systems.

Do my reps still review quotes before they go out?

Yes, if you want them to. Hexa prepares the quote with line items, catalog matches, and pricing applied, then holds it for human approval. Teams typically start with review on every quote and loosen the approval loop as confidence grows. You decide which quotes go out automatically.

How fast does Hexa turn an RFQ into a quote?

Quotes are drafted in seconds, not hours. The moment an RFQ lands in your inbox, Hexa extracts the items, matches them to your catalog, and applies pricing, so a reviewable quote is ready before a rep would have opened the email. Your response time stops depending on the queue.