AUTOMOTIVERFP Intake + Quote Generation + Driver KYC

Cut corporate fleet RFP turnaround from 11 days to 36 hours across 240 enterprise accounts.

A corporate fleet leasing company automated RFP intake, vehicle-mix quote generation and driver KYC document processing inside Salesforce, doubling enterprise quote throughput without adding headcount.

RFP TURNAROUND
11d to 36h
QUOTE THROUGHPUT
2.0×
ENTERPRISE ACCOUNTS
240
KYC PROCESSING TIME
−74%

The challenge

A corporate fleet leasing firm serving 240 enterprise accounts across Mumbai, Bangalore, Hyderabad and Gurugram was processing RFPs manually — Excel grids, phone calls, scattered driver KYC PDFs. Median RFP turnaround was 11 days. Sales engineers spent 60% of their week building quotes instead of pitching. Corporate procurement was moving deals to faster competitors with same-week quote SLAs.

How we deployed

  • Built an RFP intake agent that parsed enterprise-procurement PDFs and Excel sheets into structured quote requirements.
  • Auto-generated vehicle-mix quotes (sedan, SUV, EV split) against current inventory and lease tenure scenarios.
  • Extracted driver KYC docs (DL, Aadhaar, address proof) at scale and validated against RTO records.
  • Synced quote versions and approvals into Salesforce with named-account ownership preserved.
  • Generated draft master service agreements pre-filled with corporate customer terms for legal review.

What changed

  • RFP turnaround fell from 11 days to 36 hours across active enterprise accounts.
  • Sales-engineer quote throughput doubled with no increase in headcount.
  • Driver KYC processing time dropped 74% — from 90 minutes per driver to under 25.
  • Corporate-procurement satisfaction scores lifted as same-week quote SLA became standard.
  • Won 18 enterprise renewals in two quarters that had been at risk on quote-speed grounds.
"Procurement teams have a 5-day quote SLA from us now. We used to need 11. The deal mix changed because we stopped losing on speed."

Head of Corporate Sales · Fleet Leasing Firm

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