Quote to PO, without the email chase.

Quote to PO, without the email chase.

From approved quote to booked sales order, with COVA and the Deal Desk Agent.

From approved quote to booked sales order, with COVA and the Deal Desk Agent.

From approved quote to booked sales order, with COVA and the Deal Desk Agent.

They pull contract terms, pricing and past bookings from your CRM, ERP and quoting tools, draft the quote, run the negotiation and check the customer’s PO against what you approved. A person approves every quote and every booking.

They pull contract terms, pricing and past bookings from your CRM, ERP and quoting tools, draft the quote, run the negotiation and check the customer’s PO against what you approved. A person approves every quote and every booking.

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Works with Salesforce, Oracle Fusion and your CPQ. Runs on the same platform as Aviara Contracts and Aviara Invoices.

Works with Salesforce, Oracle Fusion and your CPQ. Runs on the same platform as Aviara Contracts and Aviara Invoices.

Quote Q-1042 in Aviara Connect with COVA showing what changed from last year
Quotes list in Aviara Connect showing each deal's status and progress

PO received: 1 line differs

Support seats 25 vs 40, booking on hold

Quote Q-1042 ready for approval

Built from Salesforce, Oracle Fusion and CPQ

Our Customers
  • NTPC logo
  • Templaris logo
  • Pudumjee logo
  • ACRN Health logo
  • Southmost Drywall logo
  • Tailgate Motor Co logo
  • DesignCo India logo
  • Tec 4 Digital logo

    Tec 4 Digital

Our Customers
  • NTPC logo
  • Templaris logo
  • Pudumjee logo
  • ACRN Health logo
  • Southmost Drywall logo
  • Tailgate Motor Co logo
  • DesignCo India logo
  • Tec 4 Digital logo

    Tec 4 Digital

The problem

The problem

Quotes live in five systems. Deals close in email.

Deal data is scattered

Contract terms sit in the CRM, last year’s bookings in the ERP, pricing in the quoting tool and other details in Workbench. Someone has to stitch them together for every quote.

Negotiation happens in inboxes

Counter-offers and customer questions go back and forth by email, with no single view of what was offered, asked for or agreed.

The PO does not match the quote

Quantities, prices or payment terms on the customer’s PO drift from what was approved, and the gap is often found after the sales order is booked.

How it works

How it works

Six steps. Your team decides at two of them.

Six steps. Your team decides at two of them.

The Deal Desk Agent does the work between decisions. Your team approves the quote and approves the booking.

The Deal Desk Agent does the work between decisions. Your team approves the quote and approves the booking.

Stage 1

Build and approve the quote

1

Pull the deal context

Contract terms from Salesforce, last year’s booking from your ERP, pricing from your CPQ and notes from Salesforce Workbench.

Automated

2

Draft the quote

Built on your pricing rules and discount limits, with every change from last year shown.

Automated

3

You approve the quote

Edit anything, approve, and it goes to the customer from your own address.

Decision 1

Deal context pulled from Salesforce, Oracle Fusion, CPQ, Workbench and Outlook
Customer reply with a draft response from COVA, waiting for approval

Stage 2

Negotiate in the same email thread

4

Customer replies are answered

The Email Agent reads each reply. The Deal Desk Agent drafts a response within your limits, and you review it before it is sent. Every round is logged.

Reviewed by your team

Stage 3

Check the PO and book the order

5

PO checked against the quote

Items, quantities, prices, payment terms and dates are compared line by line. Any mismatch holds the booking.

Automated

6

You approve the booking

The sales order is created in your ERP, with the quote, the PO and the email thread attached.

Decision 2

Approval window to create the sales order in Oracle Fusion

PO check

PO check

Catch the mismatch before the sales order exists

Catch the mismatch before the sales order exists

A PO that differs from the approved quote turns into rework, credit notes and awkward calls later. The Deal Desk Agent checks every line first.

Customer PO compared line by line with the approved quote, one mismatch flagged

What the PO check covers

Every line, checked before booking


The check uses the same matching engine as Aviara Invoices, so the PO is held to the same standard as every invoice that follows.

What the PO check covers

Every line, checked before booking

The check uses the same matching engine as Aviara Invoices, so the PO is held to the same standard as every invoice that follows.

What the PO check covers

Every line, checked before booking


The check uses the same matching engine as Aviara Invoices, so the PO is held to the same standard as every invoice that follows.

Line-by-line comparison of items, quantities, unit prices and totals

Payment terms, delivery dates and billing details checked against the quote

Booking held until a person clears every mismatch

Uses the same matching engine as Aviara Invoices

Once booked, the contract moves to Aviara Contracts and invoices are matched against the PO in Aviara Invoices.

Customer POs list showing match status and booking status

How the agents work together

How the agents work together

COVA runs the deal. Your team makes the call.

COVA runs the deal. Your team makes the call.

COVA is the orchestrator inside Aviara Connect. It works with the Deal Desk Agent, the Email Agent and the Contract Analyser Agent, and uses Behaviours, Memory and Context to handle each deal the way your team would. COVA proposes. A person decides.

COVA is the orchestrator inside Aviara Connect. It works with the Deal Desk Agent, the Email Agent and the Contract Analyser Agent, and uses Behaviours, Memory and Context to handle each deal the way your team would. COVA proposes. A person decides.

Sources connected

CRM, ERP, CPQ, Workbench

AI

Deal context pulled

Terms, bookings, pricing

AI

Quote drafted

Your pricing rules

AI

Changes flagged

What differs from last year

AI

You approve

The quote, before it is sent

HUMAN

Negotiate + check

Replies and PO match

AI

You approve

The booking in your ERP

HUMAN

Deal Desk Agent with COVA

Email Agent: replies and POs

Your team: two decisions

What powers it

What powers it

Built on COVA, with your rules and a full audit trail

Built on COVA, with your rules and a full audit trail
Deal Desk Agent

Builds quotes, runs the negotiation, checks the PO and prepares the sales order for approval.

Quotes

PO check

Behaviours

Your discount bands, approval rules and terms you never accept, set once and applied to every deal. Anything outside them goes to a person.

Limits

Configurable

Memory

Customer history, past negotiations and how earlier exceptions were resolved.

History

Per customer

Context

Brings in what sits across your workspace: CRM records, ERP history, quoting data and email threads.

CRM + ERP

Email

Approval rules

Set who approves which quotes, by deal size, discount level or customer.

Approvals

Configurable

Full audit trail

Every quote version, email, approval and PO check is logged with time and user.

Audit

Time-stamped

Integrations

Integrations

Connects to the systems
your deals already run on.

Connects to the systems
your deals already run on.

No rip and replace. The Deal Desk Agent reads from and writes back to the tools your team uses today. Our forward deployed engineers set up the connections to your systems and handle the full integration with your team.

No rip and replace. The Deal Desk Agent reads from and writes back to the tools your team uses today. Our forward deployed engineers set up the connections to your systems and handle the full integration with your team.

Salesforce

Contracts, accounts, Workbench data

Oracle Fusion

Bookings history, sales orders

Other ERP systems

Zoho and others

Quoting tools

Pricing rules, quote documents

Gmail and Outlook

Customer emails and replies

REST API

Your internal systems

How the connections work

Reads from and writes back to your stack


Each connection is set up once, then reused, so a new deployment does not start from scratch.

How the connections work

Reads from and writes back to your stack


Each connection is set up once, then reused, so a new deployment does not start from scratch.

Reads deal data from each system and writes the sales order back only after your approval

Prebuilt connectors from our reusable integration module, configured rather than rebuilt

Set up by our forward deployed engineers, working with your team

Each customer’s data is kept separate and never used to train AI models

What the Email Agent reads and routes

Your inbox becomes an input layer - every relevant email automatically routed to the right agent


The Email Agent doesn't act on every email - it classifies each one and routes only what's relevant. Renewal emails go to the Renewals Agent. Invoice emails go to the Invoice Agent. Everything else stays untouched in your inbox.

What the Email Agent reads and routes

Your inbox becomes an input layer, with every relevant email routed to the right agent


The Email Agent doesn’t act on every email. It classifies each one and routes only what’s relevant. Renewal emails go to the Renewals Agent. Invoice emails go to the Invoice Agent. Everything else stays untouched in your inbox.

Detects renewal signals - vendor emails, expiry notices, auto-renewal warnings

Spots renewal signals: vendor emails, expiry notices, auto-renewal warnings

Extracts attachments - contracts, amendments, and counter-proposals parsed automatically

Extracts attachments, with contracts, amendments and counter-proposals parsed automatically

Routes invoice emails to the Invoice Agent - no manual triage between contract and finance teams

Routes invoice emails to the Invoice Agent, with no manual triage between contract and finance teams

Never sends, modifies, or deletes emails on your behalf - reads and routes only

Never sends, changes or deletes emails on your behalf. It only reads and routes

Supports Gmail and Outlook via OAuth. Only reads emails - no write access. Inbox data is never stored or shared.

Supports Gmail and Outlook through OAuth. It only reads emails and has no write access. Inbox data is never stored or shared.

legal@company.com

Email Agent connected

GT

RE: GlobalTech MSA - Renewal terms for 2025

Following up on our contract expiring March 15. We'd like to discuss renewal pricing..

Renewal

Email Agent routed to Renewals Agent. SLA data pulled. Draft negotiation email prepared and awaiting your review.

AC

Acme Technologies - Invoice #2847

Please find attached invoice for services rendered in January...

Invoice

Routed to Invoice Agent

PL

Partnership inquiry - potential new vendor

We'd love to explore a partnership opportunity with your team...

General

- No action - stays in inbox

Before vs after

Before vs after

What changes for your deal desk

What changes for your deal desk

Step

Step

Step

Today

Today
Today

With Aviara Connect

With Aviara Connect
With Aviara Connect
Building a quote
Building a quote

Data copied by hand from the CRM, ERP and quoting tool

Data copied by hand from the CRM, ERP and quoting tool

Drafted from all of them, ready for your approval

Drafted from all of them, ready for your approval

Customer negotiation
Customer negotiation

Scattered email threads, no single view of the deal

Scattered email threads, no single view of the deal

Every round logged, replies drafted within your limits

Every round logged, replies drafted within your limits

Receiving the PO
Receiving the PO

Checked by eye, mismatches found after booking

Checked by eye, mismatches found after booking

Compared line by line before anything is booked

Compared line by line before anything is booked

Booking the sales order
Booking the sales order

Re-keyed into the ERP

Re-keyed into the ERP

Created in the ERP after one approval

Created in the ERP after one approval

Frequently asked questions

Common questions about Quote to PO

What is the Deal Desk Agent?

It is the agent in Aviara Connect that handles the path from quote to sales order. It builds quotes from your CRM, ERP and quoting data, runs the negotiation, checks the customer’s PO and prepares the sales order. COVA orchestrates it alongside the other agents.

Does anything go to the customer or the ERP without approval?

Which systems does it work with?

What happens when the PO does not match the quote?

How does it connect to Contracts and Invoices?

Is our deal data used to train AI models?

Connected modules

Connected modules

The rest of the commercial cycle

The rest of the commercial cycle

Contracts

Contracts
Aviara Contracts
Aviara Contracts

Draft, redline, sign and track the contract behind every deal, with COVA.

Draft, redline, sign and track the contract behind every deal, with COVA.

See Module

Invoices

Invoices
Aviara Invoices
Aviara Invoices

Match invoices against the PO and automate AP and AR once the deal is booked.

Match invoices against the PO and automate AP and AR once the deal is booked.

See Module

Renewals Agent

Renewals Agent
Aviara Contracts
Aviara Contracts

When the contract comes up for renewal, the next quote starts with full deal history.

When the contract comes up for renewal, the next quote starts with full deal history.

See Module

SECURITY AND AUDIT

Built for the security review

Your contracts hold your most sensitive terms. Here is how we keep them safe, and how you can check every step.

You choose where your data lives

Hosted on Azure in India, the US or the UK. You pick the location, and backups stay there.

Encrypted at rest and in transit

AES-256 for stored data and backups, TLS 1.2 or higher in transit, with keys held in Azure Key Vault.

Never used to train AI

Your contracts are not used to train or fine-tune any model. Our AI providers contractually prohibit it.

Role-based access

People see only what their role allows. Each customer’s data is kept separate from every other customer.

A complete audit trail

Actions are logged with time and user. COVA shows the sources and steps behind every answer it gives.

A person makes the call

COVA and its agents propose. A person approves anything that touches money, a commitment or compliance.

Incident notice within 24 hours

Encrypted backups in your region

Disaster recovery tested every year

DPA available on request

Request our security pack

SECURITY AND AUDIT

Built for the security review

Your contracts hold your most sensitive terms. Here is how we keep them safe, and how you can check every step.

You choose where your data lives

Hosted on Azure in India, the US or the UK. You pick the location, and backups stay there.

Encrypted at rest and in transit

AES-256 for stored data and backups, TLS 1.2 or higher in transit, with keys held in Azure Key Vault.

Never used to train AI

Your contracts are not used to train or fine-tune any model. Our AI providers contractually prohibit it.

Role-based access

People see only what their role allows. Each customer’s data is kept separate from every other customer.

A complete audit trail

Actions are logged with time and user. COVA shows the sources and steps behind every answer it gives.

A person makes the call

COVA and its agents propose. A person approves anything that touches money, a commitment or compliance.

Incident notice within 24 hours

Encrypted backups in your region

Disaster recovery tested every year

DPA available on request

Request our security pack

SECURITY AND AUDIT

Built for the security review

Your contracts hold your most sensitive terms. Here is how we keep them safe, and how you can check every step.

You choose where your data lives

Hosted on Azure in India, the US or the UK. You pick the location, and backups stay there.

Encrypted at rest and in transit

AES-256 for stored data and backups, TLS 1.2 or higher in transit, with keys held in Azure Key Vault.

Never used to train AI

Your contracts are not used to train or fine-tune any model. Our AI providers contractually prohibit it.

Role-based access

People see only what their role allows. Each customer’s data is kept separate from every other customer.

A complete audit trail

Actions are logged with time and user. COVA shows the sources and steps behind every answer it gives.

A person makes the call

COVA and its agents propose. A person approves anything that touches money, a commitment or compliance.

Incident notice within 24 hours

Encrypted backups in your region

Disaster recovery tested every year

DPA available on request

Request our security pack

Book a demo

See a quote go from draft to booked sales order

Book a 30-minute walkthrough. We will run a sample deal through the Deal Desk Agent, from quote to PO check to sales order.

Book a 30-minute demo →

Try Aviara Connect free

Cloud or on-premise · SOC 2 Type II in progress · Hosted in India, the US or the UK

Book a demo

See a quote go from draft to booked sales order

Book a 30-minute walkthrough. We will run a sample deal through the Deal Desk Agent, from quote to PO check to sales order.

Book a 30-minute demo →

Try Aviara Connect free

Cloud or on-premise · SOC 2 Type II in progress · Hosted in India, the US or the UK

Book a demo

See a quote go from draft to booked sales order

Book a 30-minute walkthrough. We will run a sample deal through the Deal Desk Agent, from quote to PO check to sales order.

Book a 30-minute demo →

Try Aviara Connect free

Cloud or on-premise · SOC 2 Type II in progress · Hosted in India, the US or the UK

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AI products for contracts, invoices and healthcare operations. Deployed by our engineers, in the cloud or on-premise.

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Contracts

Overview

Redlining & Drafting

Vendor Onboarding

AI Search

Renewals

Obligations

eSign & eStamping

Insights & Opportunities

COVA

DPDP Readiness Check

Invoices

Overview

AP Automation

AR Automation

Invoice-PO Reconciliation

Invoice Agent

Email Agent

Document Extraction

Integrations

Aviara Health

Overview

Eligibility & Claims

RCM Agent

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