AI Assistant · Available — Enterprise
Vendor quotes, read and confirmed in seconds.
Upload a vendor quote PDF. BasePro reads the line items, totals, IVA, and payment terms — and surfaces a clean summary for you to confirm. The numbers are extracted; the approval is yours. Vendor dispatch and follow-up run on the same platform, operator-triggered, so nothing leaves without your go-ahead.
The Problem
Vendor quotes pile up and the numbers still have to be entered by hand
A vendor sends a PDF quote. Someone reads it, checks the totals, recalculates IVA, looks up the work order, and types the numbers in. Multiply that by every maintenance job, every month. The data is already in a document — the manual entry is the bottleneck, and it introduces errors every time.
Vendor coordination lives in WhatsApp and email threads that are invisible to the ledger. Status gets lost. The same question gets asked twice. And the notification that work was assigned still takes a manual message.
What it handles
PDF extraction and structured vendor dispatch — operator-confirmed
Each one stops at your approval. Nothing posts, sends, or dispatches without your go-ahead.
Upload the vendor quote PDF. BasePro extracts line items, totals, IVA, and payment terms using Gemini 2.5 Pro — and surfaces a structured summary you review and confirm. Status moves from review_pending to confirmed only after your sign-off. You confirm the numbers; they post to the work order.
How it works
It extracts; you confirm
Three steps, one gate.
You upload the vendor quote PDF. BasePro reads the document and extracts the key numbers — line items, totals, IVA, payment terms — and presents a clean summary. You review and confirm. The confirmed data posts to the linked work order; the vendor gets notified via email or WhatsApp, from a pre-approved template, on your instruction. Nothing moves until you say so.
What you keep
Accuracy and control — by design
PDF Quote Intelligence is Available on Enterprise — extraction runs on upload; you confirm before anything posts.
Vendor dispatch is template-based (pre-approved Meta templates) — the message content is fixed, the trigger is yours.
Delivery channels are email (all tiers) and WhatsApp Business (Enterprise) — one channel, your instruction.
Every extracted summary, every dispatch, and every confirmation is logged in the immutable audit trail.
No number posts, no vendor is notified, and no message is sent without your explicit approval.
The extraction runs on the data already in your work orders and ledger — no new integration to stand up.
Where it connects
AI Assistant runs on the same ledger as your operations and finance modules.
Vendor quotes, read and confirmed in seconds.
You are here
A real workflow
Sofía gets the quote summary before the vendor calls back
A vendor sends a three-page PDF quote for an HVAC repair. Sofía uploads it to BasePro. In seconds, she sees a structured summary: four line items, the labour total, IVA broken out, and the payment terms. She confirms the numbers, and they post to the linked work order. BasePro sends the vendor a dispatch notification via WhatsApp — template-based, from the pre-approved message, on Sofía's instruction. The vendor is notified, the numbers are in the ledger, and the audit trail has the exact timestamp. No typing, no rounding, no chase.
Ready to stop re-entering vendor quote numbers by hand?
PDF Quote Intelligence is available on Enterprise. Start a free trial or book a demo to see it in your workflow.