Client use cases

Real-Time, Margin-Smart Pricing & Contracts

Capturing quote requests through a chatbot and using a complex but very accurate pricing agent to generate e-signable contracts in seconds.

Fintech

The challenge

For our rapidly growing Fintech client's complex B2B offering, sales reps juggle price lists, discount rules, relational fee tiers and approval emails. Quote cycles stretch from hours to days and margin leakage goes unnoticed.

Ramen AI's solution

We delivered a Dynamic Pricing & Quoting Agent: customers (or reps) answer a conversational intake, the engine applies real-time cost + margin rules, triggers a Slack approval flow and auto-generates a DocuSign contract. This automated workflow is shrinking cycle time from hours to seconds per quote, while protecting profitability and increasing accuracy.

How we did it

  1. Conversational intake – Captures requirements via chat or embedded widget.

  2. Pricing engine – Calculates price using live costs, FX rates, fee tiers and margin floors.

  3. Approval flow – Sends Slack/Teams card to finance for one-click approval.

  4. Contract generation – Produces branded PDF and launches DocuSign envelope instantly.

The results

2000+ staff-hours freed per year (≈ $120k) and measurable margin lift of 2–4% by eliminating manual recalculations and delays.

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