A new price list or quote for every customer group means a day of work in Excel and Word. From base prices in SAP Business One or NetSuite and your pricing rules, the solution generates documents from your templates with details from HubSpot or Pipedrive, and the sales rep reviews, adjusts and sends.
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A wholesaler changes prices often: a supplier's price changed, a seasonal promotion started, there is a new volume discount table. Each change means the sales rep exports prices from SAP Business One or NetSuite to Excel, recalculates them for each customer group, copies them into a Word quote template, copies customer details from HubSpot or Pipedrive and checks that no exception was forgotten. With several groups and hundreds of customers this takes a day or two, and during that time some customers receive the old price list. A mistake in the details or a wrong discount is noticed only when the customer calls.
The solution builds on what you already have in your Microsoft 365 tenant. The pricing rules (customer groups, volume discounts, promotion periods) are kept in an Excel table or a SharePoint list that your commercial manager maintains. A Power Automate flow, started manually or on a schedule, takes the current base prices from a SAP Business One or NetSuite export, the customer details and the responsible sales rep from HubSpot or Pipedrive, applies the rules and creates a price list for each group and a quote for each customer from your Word or Excel template. Copilot in Word writes an accompanying text tailored to the group, following your instructions, and marks what changed since the previous price list. The sales rep receives a package of documents to review: adjusts what is needed and only then sends, and the sent quote is attached to the customer record in HubSpot or Pipedrive. We connect to SAP Business One through a report export or its interface, and to the CRM through an API; we choose the method after a check. Copilot works inside your Microsoft 365 tenant, the data does not leave your environment, and permissions on the pricing files stay as you set them. If you hand Microsoft 365 administration to us, we manage the licences and flows together.
Four steps from input to a record in your system, with human approval wherever there is risk.
The commercial manager maintains the pricing table in Excel or a SharePoint list: which group gets which discount, and which promotions apply and when. Current base prices are taken from a SAP Business One or NetSuite export, and customer groups and details from HubSpot or Pipedrive, so nothing has to be retyped by hand.
The flow applies the rules to each group, fills your Word or Excel template with prices from SAP Business One and customer details from the CRM, and Copilot writes the accompanying text and marks changed items. Documents are placed in a SharePoint folder by group.
The sales rep opens the package, reviews the quotes, changes the text or price for exceptional customers and marks which ones to send. Emails go out from their own Outlook with the attachments, so the customer sees the usual sender, and the sent quote is attached to the customer record in HubSpot or Pipedrive with the date.
A customer with no group assigned in the CRM, a product with no base price in SAP Business One or two conflicting discounts stop that document and land in the exceptions list. We maintain the flow, update the templates and adapt it when the pricing logic changes.
A structured set of customer groups, volume discounts and promotions in an Excel or SharePoint list, linked to customer groups in HubSpot or Pipedrive and maintained by your commercial manager.
A flow that builds price lists and quotes, with details from the CRM, from a SAP Business One or NetSuite price export and your Word and Excel templates.
Ready-made prompts for adapting the accompanying text to a group in Copilot in Word, and a short training session for the team.
A summary of every run: what changed, how many documents were created, which were stopped, records of sent quotes in HubSpot or Pipedrive, and our support after implementation.
Copilot in Word and Excel + Power Automate template flow, with base prices from a SAP Business One or NetSuite export and customer details from HubSpot or Pipedrive via API. We choose the platform by the task and by where your data may be: read more about this service and its limits on the service page.
No. The flow puts documents in a review folder, and only the sales rep sends them, from their own Outlook. This keeps control over prices that are your commercial secret and lets you apply exceptions before sending.
Yes. We take base prices from SAP Business One through a report export or its integration interface, and from NetSuite through an API or export, depending on the version. HubSpot and Pipedrive have an API through which we pull customer groups and details and return the sent quote to the record. We choose the integration method after a check in your environment.
Yes, generation can run on a schedule, for example on the first day of each month or before a promotion, but sending still stays with a person. We recommend automating only the creation of documents and reminding the sales rep in Teams or Outlook that they are waiting for review.
In wholesale, orders arrive as emails, Excel sheets, customer PDFs and EDI messages from retail chains, and the sales rep retypes them into SAP…
Every supplier sends a catalogue in its own format: different columns, units, language and codes.
At month end accounting matches statements to invoices by hand and writes reminders to debtors one by one.
Customers call and write about stock, their prices and order status, and sales reps answer the same questions dozens of times a day.
This service is delivered by specialists with valid international certifications. Their expertise is confirmed by independent organisations, not by us.
AI systems are deployed with protection against data leakage and model abuse.
The AI security programme and its controls are managed following the ISACA methodology.
AI risks are identified and managed like any other IT risk.
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