Quote/Proposal Analyzer — AI Document Data Extraction

Analyze sales quotes and proposals to extract pricing, terms, deliverables, and timelines. The Quote/Proposal Analyzer extracts 5 structured fields — including Vendor, Quote Date, Valid Until, Line Items, and 1 more — from PDF, DOCX files with 95%+ accuracy. Upload a document below to try it free, or create an account to unlock batch processing, Google Sheets export, and automated workflows.

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Quote/Proposal Analyzer

Analyze sales quotes and proposals to extract pricing, terms, deliverables, and timelines.

Use this template to extract data

Sign up for a free account to upload documents and extract structured data using the Quote/Proposal Analyzer template.

Supports PDF, DOCX files

No credit card requiredFree plan availableExport to Google Sheets

Sample extraction preview

Vendor

ProServices Inc.

text

Quote Date

2024-11-01

date

Valid Until

2024-12-31

date

Line Items

5 items

array

Total

$28,500.00

currency

What's Extracted

Vendor(text)
Quote Date(date)
Valid Until(date)
Line Items(array)
Total(currency)

Capabilities

Price extractionDeliverablesTimeline parsingTerms extractionDiscount detection

Supported Formats

pdfdocx

Usage Stats

3.5k

documents processed

How the Quote/Proposal Analyzer Works

1

Upload Your Document

Drop your sales & crm document in PDF, DOCX format. No pre-processing needed.

2

AI Extracts Data

Our AI model identifies and extracts 5 key fields including Vendor, Quote Date, Valid Until, and more.

3

Export & Automate

Download the structured data, export to Google Sheets, or trigger automated workflows for downstream processing.

Fields Extracted by Quote/Proposal Analyzer

Vendor

Type: text

Example: ProServices Inc.

Quote Date

Type: date

Example: 2024-11-01

Valid Until

Type: date

Example: 2024-12-31

Line Items

Type: array

Example: 5 items

Total

Type: currency

Example: $28,500.00

Who Uses the Quote/Proposal Analyzer?

Sales Teams

Extract pricing, terms, and deliverables from quotes and proposals. Compare vendor offerings quickly.

Procurement Teams

Process purchase orders and extract line items, quantities, and shipping details for order management.

Operations Managers

Automate document data entry across the sales pipeline. From quotes to POs to insurance verification.

Finance Analysts

Extract financial data from sales documents for forecasting, reporting, and revenue analysis.

Frequently Asked Questions

What data does the Quote/Proposal Analyzer extract?

The Quote/Proposal Analyzer extracts Vendor, Quote Date, Valid Until, Line Items, Total from your documents using AI-powered extraction. Each field is extracted with high accuracy and confidence scoring.

What file formats does the Quote/Proposal Analyzer support?

The Quote/Proposal Analyzer supports PDF, DOCX file formats. Simply upload your document and the AI will process it automatically.

Is the Quote/Proposal Analyzer free to use?

Yes! You can try the Quote/Proposal Analyzer for free without creating an account. For full features like exporting to Google Sheets, saving results, and batch processing, create a free DokuBrain account.

How accurate is the Quote/Proposal Analyzer?

The Quote/Proposal Analyzer achieves 95%+ extraction accuracy on standard documents. Our AI models are continuously trained on sales & crm documents to improve accuracy over time.

Can I export extracted data to Google Sheets?

Absolutely. DokuBrain integrates directly with Google Sheets. After extraction, you can export your data with one click. Set up automated workflows to sync new documents to Sheets automatically.

Ready to automate sales & crm document processing?

Start extracting data from your documents in seconds. Free plan available — no credit card required.