Sales and engineering align on the first pass, shorten quoting cycles, reduce rework and compliance risk, and keep selections consistently documented and searchable.

Ingests customer spec sheets, price lists, and requirements in any format, normalizes terminology into a shared sales–engineering dictionary, extracts key attributes into structured tables, runs API-based calculations and standards checks, generates customer-ready validation summaries, prompts for missing inputs, and syncs approved configurations to the CRM and Knowledge Base.

The Workflow activates when customer spec sheets, price lists, or requirements are uploaded—whether manually, from SharePoint, Google Drive, or integrated directly with your systems. Cassidy accepts files in any format and prepares them for processing.

Cassidy translates varied customer language into your shared sales–engineering dictionary. This ensures everyone speaks the same language, eliminating confusion between teams.

Cassidy parses the normalized documents and pulls critical specifications into structured tables—product codes, quantities, tolerances, compliance requirements, and other configurable attributes ready for validation.

The Workflow connects with your external calculation engines and standards databases, verifying that configurations meet technical requirements and compliance thresholds.

If the Workflow detects gaps—missing specs, unclear requirements, or incomplete data—it prompts the appropriate team member for human-in-the-loop approval before proceeding.

Once all checks pass, Cassidy creates a customer-ready validation summary documenting the normalized specs, compliance status, and approved configuration details.

The Workflow logs the approved configuration to your CRM and stores the documentation in your Knowledge Base—keeping selections consistently documented, searchable, and accessible for future quotes.