How F500 Sales Teams Are Transforming Their Quoting Workflow with On-Premise AI

Overview

Enterprise sales teams operate in some of the most complex product environments in the world. Configuring solutions across servers, storage, networking, and compute often requires navigating thousands of documents, cross-referencing technical constraints, and validating details under tight timelines. This slows down quoting, introduces friction, and increases the likelihood of errors.

To modernize this process, a Fortune 500 technology company partnered with View to pilot an AI-powered assistant directly inside their internal quoting portal. Powered by View’s retrieval-augmented generation (RAG) engine, the assistant gives sales teams the ability to ask configuration questions in plain English and receive accurate, cited answers in seconds.

Early results show meaningful reductions in time spent searching through documentation. As usage scales, the new workflow is positioned to save thousands of hours weekly—modernizing one of the most essential parts of the enterprise sales cycle.

The Challenge

In large technology organizations, quoting workflows rely on vast collections of PDFs, spec sheets, release notes, compatibility matrices, and reference documents. Finding the right information requires:

• Deep product knowledge

• Manual searching through dense documents

• Understanding subtle version differences

• Keeping up with changing configuration rules

• Rapid validation while working with customers

As product catalogs grow and evolve, this manual research burden increases. Sales leaders needed a way to streamline this process without rebuilding core systems or moving sensitive documentation outside the enterprise.

The Solution: A Conversational Assistant Built Into the Quoting Experience

Using View’s behind-the-firewall API, the company embedded a conversational AI assistant directly into their quoting interface. This transformed static reference material into an interactive knowledge layer—without changing the existing workflow.

Sales reps can now open a side panel, ask a configuration question conversationally, and instantly receive document-grounded results. Answers are cited, version-aware, and based entirely on the enterprise’s verified technical content.

This pilot demonstrated how AI can reduce quoting friction while ensuring all inference happens securely inside the customer’s environment.

Early Results and Expected Impact

Even in the early stages, the pilot has shown strong indicators of success:

• Significant reduction in time spent searching product documentation

• Faster validation of technical details, reducing quoting bottlenecks

• More consistent and accurate responses, all backed by citations

• Clear modeled savings, projecting thousands of hours reclaimed weekly

Based on real workflow modeling, full rollout across global sales and partner teams is expected to save over 10,000 hours per week.

See the Experience in Action

🎥 Watch the demo:

The video shows how the assistant works inside the quoting experience:

• Ask configuration questions in natural language

• Compare product generations or component variations

• Receive instantly cited answers from internal documentation

• Validate details without leaving the quoting interface

No new apps. No workflow disruption. Just instant expertise where sales teams already work.

Conclusion

This pilot highlights how large enterprises are shifting from document-heavy research to AI-driven, conversational knowledge workflows. With early results already reducing friction and improving quoting speed, the broader rollout is positioned to deliver substantial efficiency gains across thousands of users.

View provides the secure, on-premises AI foundation that makes deployments like this possible—turning years of documentation into a fast, reliable conversational interface.

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