Gati AI Advice
Don't Guess Your Next Move. Use What Your Business Already Knows.
Gati AI Advice brings the current deal, customer history and relevant sales patterns together to recommend the next move, explain why, and help your salesperson respond with context.
ABC Industries
Quotation QT-2026-107
₹42,480
Customer response · Requesting changes
“Need 5% discount”
Recommended action
Hold price.
This customer's historical behaviour and comparable deals support holding the current price.
82% confidence that this historical pattern is relevant.
Not a prediction that this customer will buy.
Suggested response
“Thank you for the message. I understand you're looking for a 5% reduction. At ₹42,480, this is our best price for the specification you need. Can we move forward with this?”
The sales moment
The Customer Asks for 5% Off. What Should Your Salesperson Do?
This is where salespeople often rely on instinct. The difficult part isn't writing a reply. It's knowing what makes sense for this customer and this deal.
- 01Give the discount?
- 02Hold the price?
- 03Offer something else?
- 04Call the manager?
- 05Send another message?
- 06Wait?
That's where the customer's history becomes useful.
Customer context
This Isn't the First Deal. GatiDoc Knows the History.
Before the current negotiation happened, GatiDoc already had the customer's commercial history in one place.
ABC Industries
All Time- Quotes
- 55
- Win rate
- 88%
- Business
- ₹7,34,904
- Pipeline
- ₹5,47,076
Timeline
- QT-2026-120₹12,744Accepted
- QT-2026-109₹21,240Accepted
- QT-2026-107Current deal₹42,480Negotiation
- QT-2026-088₹42,480Negotiation
- QT-2026-050₹63,720Accepted
One customer. More than quotations.
The Relationship Doesn't Stop at the Quotation.
- 01
Quotation
- 02
Sales Order
- 03
Proforma
- 04
Invoice
GatiDoc keeps commercial records connected to the customer, giving the business a clearer view of the relationship over time. Not every quotation moves through every stage — each record appears where the customer's actual history contains it.
Your history, not theory
Generic Sales Advice Doesn't Know This Customer.
Generic sales advice
May suggest:
- “Offer a small discount.”
- “Meet the customer halfway.”
- “Create urgency.”
- “Add something extra.”
But it doesn't know what happened in your previous business with this customer.
GatiDoc context
Relevant context may include:
- Previous quotations
- Previous deal outcomes
- Historical discount behaviour
- Customer win/loss patterns
- Historical business value
- Current pipeline/deal context
- Comparable deal patterns
- Price-related loss history
The recommendation can be grounded in your own sales history rather than generic negotiation theory.
The current negotiation
Customer Wants 5% Off. Now the History Matters.
Customer history
- 55 quotations
- 88% historical win rate
- Previous accepted deals
- Historical discount behaviour
Current deal
- ₹42,480
- Negotiation
- Customer asks for 5% discount
Comparable deals
- Similar ticket sizes
- Discount patterns
- Deal outcomes
Gati AI Advice
Hold price
Why
Historical evidence supports maintaining the current price.
Illustrative example with sample data.
Recommended action
Start With What To Do.
Instead of expecting the salesperson to manually review past deals and compare historical patterns, Gati AI Advice surfaces a recommended direction for the current situation.
82% confidence
Confidence that the historical pattern is relevant.
Not a prediction
Confidence is not a probability that the customer will buy.
ABC Industries
Quotation QT-2026-107
₹42,480
Recommended action
Hold price.
This customer's historical behaviour and comparable deals support holding the current price.
82% confidence that this historical pattern is relevant.
Not a prediction that this customer will buy.
Suggested response
Then Know What To Say.
Once the direction is clear, GatiDoc can prepare a contextual response for the salesperson to review. Your salesperson reviews the response and decides what to send.
Suggested response
“Thank you for the message. I understand you're looking for a 5% reduction. At ₹42,480, this is our best price for the specification you need. Can we move forward with this?”
The salesperson reviews and decides what to send.
What not to say
Good Advice Also Knows What To Avoid.
For this situation, the advice can flag responses that don't fit the historical context. The recommendation is contextual. It is not a universal negotiation rule.
For this situation, avoid
- Offering an unnecessary discount
- Adding a free item
- Adding a service add-on
Unnecessarily rigid language such as:
Why
Don't Just Give Advice. Show the Evidence Behind It.
Customer history
- Previous closed deals
- Previous full-price acceptance
- Historical discount behaviour
- Historical business value
Comparable deals
- Similar ticket sizes
- Discount frequency
- Full-price outcomes
Loss history
- Whether price appeared as a historical reason for lost deals
Recommendation
Hold price
Illustrative example with sample data.
Explainable advice
Customer History + Similar Deals = Advice With Context.
This customer
- Previous quotations
- Deal outcomes
- Discount behaviour
- Historical business
Similar company deals
- Comparable ticket sizes
- Discount patterns
- Historical outcomes
- Relevant loss reasons
Current negotiation
- ₹42,480
- 5% discount requested
Gati AI Advice
Hold price
Why
Show the relevant historical basis.
Suggested response
Give the salesperson a contextual way to respond.
Illustrative example with sample data.
How it works
From Customer Response to Contextual Next Move.
- 01
Customer responds
“Need 5% discount.”
- 02
Understand the deal
GatiDoc considers the current quotation and negotiation context.
- 03
Bring in history
Relevant historical context from the customer's relationship can be considered.
- 04
Compare patterns
Comparable company-wide deal history can add context.
- 05
Recommend
Gati AI Advice surfaces a suggested direction.
- 06
Explain
The salesperson can see why.
- 07
Prepare response
GatiDoc provides a contextual response.
- 08
Salesperson decides
The human remains in control.
Your Sales History Shouldn't Just Sit There.
Every quotation, negotiation and completed commercial transaction creates context. Gati AI Advice helps turn relevant historical context into something useful at the moment a salesperson has to make a decision.
- 01
Remember the relationship
See previous commercial activity with the customer.
- 02
Understand the pattern
Relevant past outcomes can provide context for the current negotiation.
- 03
Use it in the next conversation
Bring that context into the salesperson's next move.
Outcomes
Give Every Salesperson More Context Before They Negotiate.
- 01
Less instinct-only discounting
- 02
More context before responding
- 03
Use relevant customer history
- 04
Understand why an action is suggested
- 05
Respond more consistently
- 06
Keep the salesperson in control
Where Advice fits
Different Questions. Different Teammates.
Gati Copilot
You ask a business question — “Which quotations are still pending?” — and GatiDoc answers.
Gati AI Advice
You're facing a sales decision — “The customer wants 5% off. What should I do?” — and GatiDoc provides contextual guidance using relevant sales history.
Gati Insight
GatiDoc proactively surfaces a Risk, Action or Opportunity that deserves attention.
Gati AI Advice
Helps the salesperson think through the next move in a specific sales or negotiation situation.
AI Follow-up
Helps identify which follow-up deserves attention.
Gati AI Advice
Helps decide how to handle the sales situation once attention is there.
Part of one platform
Gati AI Advice completes the five-teammate story.
- Voice IntelligenceCreate quotations faster.
- AI Follow-upKnow who needs follow-up.
- Gati CopilotAsk your business.
- Gati InsightKnow what deserves attention.
- Gati AI AdviceGet contextual guidance for the next sales move.
FAQ
Gati AI Advice questions.
Give Your Salespeople the Context Behind the Next Move.
See how GatiDoc can bring customer history and relevant sales patterns into the moments where your salespeople need to decide what to do next.