From customer request to quote, automated.

Whether a customer reaches out by email, web form, phone, or meeting, Docket's AI agent finds the right product and prepares a validated quote for your rep to review and send. Your team stays in control. The bottleneck disappears.

Most manufacturing sales teams
are one engineer away from a breakdown.

1
The Knowledge Trap
Your most valuable product expertise lives in the heads of a handful of senior engineers. Every time a rep needs a technical answer, the queue gets longer and your best people spend their days fielding questions instead of solving real problems.
2
The Two-Week Quote
Customers ask a technical question. Reps escalate. Engineers check availability, validate the config, write the spec. A week later, a quote goes out. Your competitor delivered theirs in 20 minutes. You already know how this ends.
3
The Legacy CPQ Tax
Traditional configure-price-quote tools were built for database admins, not sales reps. They can't read a spec sheet. They can't interpret a drawing. And they break the moment a customer asks for something that isn't in the dropdown menu.

Every rep, performing
like your best one.

It's not a talent problem. It's a systems problem,
and it's costing you deals you don't even know you're losing.

Ask It Like You'd Ask an Engineer
Reps describe what the customer needs in plain English, material, pressure rating, certification, application. Docket returns a validated shortlist in seconds, grounded in your actual catalog. No dropdown navigation. No catalog archaeology.
Live Configuration Validation
Docket checks every configuration against your engineering rules in real time, on the call, before the quote goes out. If something won't work, it flags it. If there's a better option, it surfaces it. No more sending quotes that engineering has to walk back.
Reads What Your ERP Can't
Docket doesn't just query your database. It reads your technical drawings, application notes, revision histories, and regulatory documents, the context that lives outside rows and columns. That's the difference between a lookup tool and an actual sales engineer.

Instant Proposal Generation

From validated configuration to formatted, professional proposal, in one step. Docket outputs quotes that are accurate, on-brand, and ready to send. No more reformatting ERP exports in Word at 11pm.

New Product, Zero Ramp Time

When you update a product line or launch something new, Docket knows. Every rep is current the moment a change goes live, no six-month training cycle, no outdated spec sheet circulating in email chains.

The Silent Deal Killer in Your Sales Process

Great talent doesn’t guarantee great outcomes.Broken systems quietly erase deals before your team ever has the chance to win them.

Valves, Materials & Certifications — Matched Instantly
Industrial automation sales require matching series, materials, and certifications to specific chemical and pressure environments. One wrong spec and a $400K order becomes a liability. Docket validates every configuration before it leaves the rep's screen.

Chemical compatibility checked against full media library
Pressure and temperature ratings validated in real time
ATEX, SIL, and PED certifications cross-referenced automatically
Example Query
"Butterfly valve for chlorine gas service, 200 PSI, needs SIL 2 rating and ATEX Zone 1 cert."
Standards Compliance Without the Manual
Cross-referencing voltage classes, short-circuit ratings, and IEC/UL standards used to mean hours of manual research. Docket has read every standard so your reps don't have to — and flags non-compliant configurations before they become field problems.

- IEC and UL standards compliance checked automatically
- Short-circuit withstand ratings validated per application
- Voltage class and coordination rules enforced in real time
Example Query
"Need a 480V switchgear assembly for 65kA fault current. Must meet UL 1558 and have Type 2 coordination."
Code-Compliant by Default
Building products live at the intersection of regional codes, performance standards, and project specs. Docket knows Florida's HVHZ wind load requirements. It knows Title 24 energy targets. And it updates as codes change — so your reps are always quoting to current standards.

-Regional code compliance built into every recommendation
-Wind load, thermal, and energy targets enforced automatically
-Product substitutions suggested when primary option doesn't comply
Example Query
"Impact-rated window system for South Florida HVHZ, 175 MPH design wind speed, commercial application."
Thousands of Components, One Query
When your catalog has 40,000 SKUs and customers spec by AEC-Q grade, response time, and interface protocol, search boxes don't cut it. Docket filters your full component library by the exact parameters that matter — in seconds, not sessions.

-AEC-Q qualification grade filtered automatically
-Response time and interface protocol matched to application
-Lifecycle and availability checked against current inventory
Example Query
"AEC-Q100 Grade 0 temperature sensor, response time under 10ms, I2C interface, automotive HVAC application."
Compliance-First Quoting in a Zero-Tolerance Industry
Medical and life sciences sales carry a compliance burden no other vertical matches. A wrong material, an uncertified component, or a missing regulatory cross-reference isn't just a lost deal — it's a liability. Docket validates every recommendation against the regulatory frameworks your customers are held to, before a quote ever goes out.

-FDA 21 CFR Part 820 / QMSR and ISO 13485:2016 compliance checked per configuration
-Biocompatibility requirements cross-referenced against ISO 10993 for patient-contact components
-Device risk classification surfaced automatically — Class I, II, or III applicability flagged at point of recommendation
-EU MDR (2017/745) and IVDR (2017/746) requirements validated for international opportunities
-ISO 14971 risk management obligations flagged inline where relevant to the product or application
Example Query
"We're launching a Class II surgical device in the US and EU and need sterile packaging compatible with ethylene oxide sterilization. Which materials are compliant, and what validation and regulatory documentation will we need?"

Different roles.
One shared unlock.

Close more deals without adding headcount
When technical bottlenecks are removed, your reps can handle more opportunities in parallel, move faster through the funnel, and stop losing deals to competitors who simply quote faster. Docket increases deal capacity without increasing headcount.
3x
more quotes per rep
per week
Protect your specialists for the work only they can do
Your senior engineers are answering the same questions they answered last quarter. Docket handles the 80% of routine technical lookups and configuration checks,  so your best people can focus on R&D, quality, and the problems that actually require their expertise.
80%
reduction in routine technical escalations
New launches that actually land on day one
Every product update, every new launch, every spec revision,  live in the field the moment you publish it. No six-month training lag. No outdated sell sheets in circulation. Docket ensures every rep is quoting the right product with the right spec, from day one.
Day 1
rep readiness for every product launch

Why Manufacturing teams pick Docket over “just another chatbot”

Works With Your Stack

Docket connects to your ERP, CRM, PLM, SharePoint, shared drives, and any other system where product knowledge lives. No ripping and replacing. No 18-month implementation. Your data stays where it is,  Docket gives it a better front door.

Full Traceability, Always

Every recommendation Docket makes is traceable back to a specific document, spec revision, or engineering rule. Your team can see exactly why a product was recommended, which drawing, which standard, which revision. No black box. No guesswork. Just a clear audit trail your engineers and customers can trust.

Regulation & Compliance Built In

Docket is aware of the standards that govern your industry and validates every recommendation against them before a quote goes out. No manual cross-referencing. No compliance surprises after the sale.
Don’t take our word for it. See it in action.

Don’t take our word for it. See it in action.

Book a demo