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templates /quotes

Extract key data from quotes
automatically

Automate sales processing with fast, accurate extraction of quote details, pricing, and terms from quotes for streamlined sales workflows.

Quote number
Quote date
Valid until date
Payment terms
Customer name
Quote number
Quote date
Valid until date
Payment terms
Customer name
Quote number
Quote date
Valid until date
Payment terms
Customer name
Customer address
Customer contact
Supplier name
Supplier address
Salesperson name
Customer address
Customer contact
Supplier name
Supplier address
Salesperson name
Customer address
Customer contact
Supplier name
Supplier address
Salesperson name
Description
Quantity
Unit price
Discount
Line total
Description
Quantity
Unit price
Discount
Line total
Description
Quantity
Unit price
Discount
Line total
Subtotal
Tax amount
Total amount
Quote number
Quote date
Subtotal
Tax amount
Total amount
Quote number
Quote date
Subtotal
Tax amount
Total amount
Quote number
Quote date
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use cases

From quotes to structured sales data

challenge

Quotes contain critical sales information, but manually extracting quote numbers, items, pricing, and terms is time-consuming and doesn't scale with high volumes.

solution

Raydocs helps you instantly extract and structure quote data, enabling faster sales processing, automated CRM updates, and seamless integration with sales systems — regardless of format or industry.

Sales process automation
CRM system integration
Pricing analysis
Quote-to-order conversion
Sales reporting
Customer relationship management
fields

Capture essential fields, customize as needed

Each template defines the most relevant fields for a certain document type, ready to use. Every field can be customized, added, or removed as needed.

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quote
Field Name
Type
Description
Quote Information
Group
Basic quote details
Quote number
Text
Unique quote identifier
Quote date
Date
Date the quote was issued
Valid until date
Date
Quote expiration date
Payment terms
Text
Payment terms and conditions
Customer Information
Group
Details about the customer
Customer name
Text
Name of the customer
Customer address
Text
Customer's address
Customer contact
Text
Customer contact person
Supplier Information
Group
Details about the supplier
Supplier name
Text
Name of the supplier
Supplier address
Text
Supplier's address
Salesperson name
Text
Name of the salesperson
Quoted Items
List of items
List of items quoted
Description
Text
Description of quoted item or service
Quantity
Number
Quantity quoted
Unit price
Amount
Price per unit
Discount
Amount
Discount amount if applicable
Line total
Amount
Total for each line item
Financial Summary
Group
Quote totals
Subtotal
Amount
Subtotal before taxes
Tax amount
Amount
Tax amount if applicable
Total amount
Amount
Total quote amount
Add new field
live demo

Try out the demo

See how Raydocs extracts quote details, pricing, and terms from quotes in seconds.

raydocs.com
Document

Quote.pdf

Extracted just now·Completed in 35s
Quote numberQ-2024-001
CustomerGlobal Corp
Quote date15 Jan 2024
Total amount$5,000.00
Valid until15 Feb 2024

Available very soon

We're putting the finishing touches on our interactive demo. Stay tuned!

how it works

Say goodbye to manual data extraction

Ingest documents at scale, extract key data points, and export with ease. Everything can be done via API.

Ingest
1Ingest

Drag-and-drop files, email, sync a secure folder, or use our API. Raydocs ingests unlimited files in one go.

Analyze
2Analyze

Raydocs structures each document, applies your extraction template, and captures every required data point—complete with source links and confidence scores. All accessible via API.

Export
3Export

Export to Excel or stream the structured data straight into your analytics and business systems via API for instant reporting and insight.

security

Built for
privacy critical workflows

security

AES-256 encryption

EU or US data residency

Full audit trail for every document and data point

support

Backed by
responsive support

support

Personalized onboarding and template setup

Managed service by default, optional self-serve

Fast responses via Slack, email or support portal

templates

Explore other templates

See all templates
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Finance & Accounting

invoices

Automate invoice processing with fast, accurate extraction of billing details, line items, and payment information from invoices for streamlined accounts payable workflows.

purchase orders
Finance & Accounting

purchase orders

Automate procurement processing with fast, accurate extraction of order details, items, and vendor information from purchase orders for streamlined procurement workflows.

sales contracts
Legal & Contracts

sales contracts

Automate contract processing with fast, accurate extraction of contract parties, goods, and payment terms from sales contracts for streamlined sales and legal workflows.

service agreements
Legal & Contracts

service agreements

Automate contract processing with fast, accurate extraction of service details, payment terms, and contract dates from service agreements for streamlined legal and business workflows.

Frequently asked questions

Does it work with scanned PDFs?

Yes—our built-in OCR technology processes scans, tables, and footnotes seamlessly.

How accurate is it?

We achieve 99%+ field-level accuracy on our benchmark set, and every extracted value displays its source for verification.

Does it handle industry-specific metrics?

Absolutely—our team will configure it to your needs.

Where is the data stored?

All data is processed and retained in EU data centres (US residency available on request).

CTA Background

Turn documents into structured, auditable data