Study quotes drafted before your scientist opens the request
Requests for quote arrive through several channels, often with a compound spreadsheet attached. Someone has to map each one to your catalog, check the design and the price, write the assumptions and send it back. The people who know the catalog best are usually running studies. The agent does the mapping and the first draft, and your business development team and a scientist approve what goes out.
Examples use invented names and figures.
What the agent does
- Step 1Reads the request
From the shared inbox, your web form or a sourcing marketplace notification. It pulls the compounds, assays, concentrations, species, study type, GLP status and the timeline the sponsor asked for, including anything in an attached spreadsheet.
- Step 2Maps it to your catalog
Each item is matched to a catalog service and a line in your price book, with turnaround and volume tiers. Anything with no catalog match is marked as custom work and sent to a scientist with the reason.
- Step 3Drafts the quote
The quote, assumptions, exclusions and a short list of questions back to the sponsor, in your template. It reuses wording only from this sponsor's past quotes or from your anonymized templates, because retrieval is restricted to that sponsor.
- Step 4Queues it for approval
Business development approves price and terms, and a scientist approves anything that touches study design. Nothing goes to the sponsor without both, and every line shows the catalog item and price tier it came from.
Pricing exceptions and any commitment on capacity or start dates stay with your team. So does anything that changes the science, such as a different species or a GLP package timed around a sponsor's IND. The agent flags these and explains why. Requests with no catalog match are flagged for review.
- Hours from request received to quote sent
- Share of quotes approved without scientist rework
- Questions sent back to sponsors per quote
- Quotes sent within one business day
Questions about this agent
Can it read requests from sourcing marketplaces?
Most marketplaces send a notification email or let you download the request, and the agent reads either. During scoping we look at how your requests actually arrive and build the intake around the channels that carry most of your volume.
How do you keep one sponsor's data out of another sponsor's quote?
We restrict retrieval by sponsor before the model sees anything, so the agent searches only this sponsor's past quotes and your anonymized templates. We test for cross-sponsor disclosure as one of the acceptance criteria, and the log shows which documents each draft used.
Does it set prices?
It applies your price book and volume tiers and shows the arithmetic. Discounts and anything off the book are decisions for business development, and the agent marks them for approval instead of guessing.