Client profile
Our client is a mid-size supply chain services company headquartered in the United States. Founded nearly two decades ago, it has grown into a specialized provider of pricing strategy, inventory optimization, and fulfillment coordination services. Today, it serves a diverse network of retail and distribution partners across North America.
The company manages pricing agreements for over 1,200 active retail accounts and processes 15,000+ quotes annually. With 650 employees and $40 million in annual revenue, it operates as a high-volume commercial business. At peak periods, a single price file can contain tens of thousands of line items tied to hundreds of supplier rebate agreements. It makes quoting speed and accuracy critical to the company’s margins and customer retention.
Technical challenges
As the volume of LTAs expanded, their legacy system and manual processes exposed four critical gaps that slowed the sales cycle and put margins at risk.
Legacy constraints
Outdated quoting systems could not handle high-volume LTAs or complex multi-tier pricing scenarios at scale.
Manual errors
Teams relied on spreadsheets, causing frequent pricing miscalculations, rebate gaps, and costly re-quote cycles.
Governance gaps
No centralized authorization or audit trail made enforcing cost policies and sales approval workflows difficult.
Visibility shortfall
Lack of real-time quoting dashboards left leadership unable to track pipeline performance or spot margin-risk quotes.
Our solution
Our team started by mapping the client’s end-to-end quoting workflow alongside their sales operations leads and pricing analysts. We identified where manual steps introduced delays. From there, we pinpointed where pricing logic was inconsistent and defined what a production-ready AI quoting system needed to deliver.

What followed was a purpose-built AI-driven quotation platform hosted on Azure, designed to handle the volume and complexity of LTA-based pricing. Each component targeted a specific breakdown in the client’s existing process.
AI-driven LTA quote creation and automated processing engine
We deployed an AI-powered engine to automate the creation and processing of LTA and customer price file-style quotes. The system ingests customer requirements and applies pricing rules to generate structured quote outputs without any manual data entry.
The automation layer handles standard quote types and multi-faceted scenarios that legacy tools could not process at scale. It supports bulk re-quoting when pricing inputs change, so the team does not require rebuilding quotes manually for each cycle. Productivity gains across the sales operations team became measurable within the first months of deployment.
Comprehensive price file management with high-volume line item processing
We built a centralized price file management module that enables the client to regularly analyze and distribute price files across active and quotable customer materials. The system connects supplier cost data with resale pricing logic in a single processing pipeline. Any update to supplier pricing automatically propagates to the relevant customer quotes and active LTAs.
The solution scaled processing capacity to handle up to 2,000 LTAs and 60,000 line items within a single price file run. Operations that previously took days of manual compilation now execute as scheduled background jobs. It frees the pricing team to focus on exceptions and high-value accounts.
Serverless background services for continuous quoting workflow execution
Our team implemented Azure Functions-based background services to handle quote processing alongside re-pricing jobs and data synchronization tasks. These serverless services are triggered automatically by pricing update events or schedule cycles, or by data ingested from supplier feeds.
Background services also handle exception management as well as retry logic and error notification routing. When a data discrepancy or processing failure occurs, the right person receives an alert. The system maintains processing continuity during high-volume peak periods, which was a persistent pain point the client faced with their previous manual workflows.
Centralized quote governance, KPI tracking, and approval workflow engine
We built a governance layer that centralizes the authorization process for quotes and price file submissions. Every quote follows a defined approval path based on margin thresholds, account tier, and quote complexity. Sales managers review flagged quotes before they reach customers, and every approval action is logged in a full audit trail.
The governance engine enforces sales cost policies that were difficult to apply at scale. Expired or missing supplier rebates and discounts are surfaced automatically, so the finance team can address them before they affect margin calculations. The shift from reactive policy enforcement to a proactive process gave the client confidence in the integrity of every quote that leaves the business.
Scalable Azure Kubernetes Service deployment for enterprise-grade reliability
Our team used Azure Kubernetes Service (AKS) to handle workload spikes during peak quoting cycles. The architecture supports rolling updates and zero-downtime deployments, which keeps the platform available during the continuous sales cycles the client runs.
Azure SQL and Cosmos DB support the platform’s data layer, with SQL managing structured pricing and customer data. Cosmos DB handles high-throughput quote transaction storage. Such a dual-database strategy ensures query performance stays consistent as quote volumes scale.
Business goals & measurable outcomes
| Business objective | Business benefit delivered |
|---|---|
| Accelerate quote turnaround | AI automation cut quote creation time from days to hours. Sales teams handle more quotes per week with less manual effort. |
| Eliminate pricing errors | Automated cost and resale calculations removed manual spreadsheet dependency. Misquotes and rebate miscalculations dropped significantly. |
| Enforce margin governance | Rule-based approval workflows and KPI dashboards give leadership real-time visibility into every quote’s margin health before it goes out. |
| Scale LTA processing | The system now handles up to 2,000 LTAs and 60,000 line items in a single price file. Volume does not create operational bottlenecks. |
| Improve supplier rebate capture | Automated rebate and discount tracking flags expired or missing supplier agreements so finance teams can recover revenue proactively. |
Tech stack
- AI and automation engine
- .NET 6.0, Entity Framework 6.0, custom AI pricing models, and automated LTA workflow engine
- Background services
- Azure Functions for serverless background job processing and event-driven automation
- Cloud platform
- Microsoft Azure (Azure Kubernetes Service, Azure Cloud, and Azure Functions)
- Data storage
- Azure SQL for relational pricing data and Azure Cosmos DB for high-throughput quote storage
- API and integration layer
- ODATA, CosmosSDK, REST APIs, and ERP/CRM integration connectors
- Price file management
- Automated price file ingestion, 60,000-line item processing, and customer material mapping
Similar case studies
Implemented video analytics for monitoring aerospace manufacturing quality
Streamlined invoice reminder processes with RPA for a leading manufacturing company
Connect Now
Our experts would be eager to hear you.