Scan a quote into an opportunity

Instead of retyping a distributor quote into an Opportunity + Quote, drop the PDF (or a photo of the printed quote) into Turtini and we'll do the data entry for you. Works best with Carahsoft, TD Synnex, and Arrow quotes — and most other reseller formats.

How to scan a quote:
1. Opportunities → click "Scan Quote" (top-right, next to "+ New Opportunity")
2. Drag-and-drop the file, or click to pick — PDF, PNG, JPG, HEIC, or WebP, up to 20 MB
3. The file uploads to your org's secure quote-uploads storage and runs through the image-moderation pipeline
4. AI reads the quote and prefills every field — distributor, OEM, end customer, contacts, bill-to / ship-to, contract vehicle, solicitation #, period of performance, and every line item with SKU / qty / unit price / discount / total
5. Review the preview — fix anything the AI missed, add or remove lines
6. Click "Create Opportunity + Quote" — Turtini creates the Account (if new), Contact (if new), the Opportunity (stage Propose), and the linked draft Quote with all the line items. The original scan is attached to the opportunity.

What gets extracted:
• Distributor name (Carahsoft / TD Synnex / Arrow / etc.) and OEM (Red Hat / Cisco / etc.)
• End customer / buying entity, primary contact, contact email and phone
• Bill-to + ship-to addresses
• Contract vehicle (SEWP V, GSA MAS, ITES-SW2, etc.), solicitation #, OEM contract # and end-user account #
• Quote date, expiration, period of performance start + end
• Every line item — SKU, description, qty, unit price, discount %, line total
• Subtotal, tax, grand total
• A confidence rating for the whole read — high, medium, or low

When the AI is unsure:
• Individual fields the model can't read confidently come back empty — you fill them in
• Low-confidence reads get a red banner — review every field carefully
• The numeric totals you see are recomputed live as you edit qty / unit price / discount, so you can spot model arithmetic errors fast
• If the upload fails, the file isn't kept — re-upload and try again

Where things land:
• The Opportunity is created at stage "Propose" (you already have a quote) with the totals from the line items as the Amount Quote
• The Quote is created as a draft linked to the opportunity, with the distributor and OEM names captured for the Distribution / OEM Terms section in the PDF
• The original scan PDF is attached to the Opportunity so the rest of your team can verify the source
• Account is created with relationship "Customer" if it doesn't already match an existing account name; the modal will suggest a match if one looks close

Files and limits:
• Max size: 20 MB per file (enforced at upload by Storage rules)
• Files live under quote-uploads/{orgId}/... — only authenticated org members can read them
• Each scan runs through Google Cloud Vision SafeSearch like every other upload

Privacy:
Quote OCR runs on Claude (Anthropic). The model reads the file once — the extracted fields come back to the preview form, and nothing else is persisted by the OCR step itself. The PDF stays in your org's bucket until you delete the opportunity.