AI Agent Developer: End-to-End Technical Office Automation (ERPNext + Zoho)

Description We are an MEP and fire protection contractor in Riyadh. Our technical office handles tender review, drawing takeoff, BOQ preparation, supplier pricing, quotations, clarifications and approvals by hand, and it is slow. We want an experienced developer or small team to build an AI agent system that automates this work from A to Z on our existing ERPNext and Zoho setup, with our engineers approving key outputs. Workflow to automate 1. Opportunity and enquiry intake o Watch our Zoho Mail inbox for tender invitations, client enquiries, RFQs and addenda, including attachments. Classify each one (new tender, enquiry, clarification, addendum, supplier reply, other). o Monitor Etimad and other tender portals for fire-fighting and fire-alarm tenders (within each platform's terms). o Create or update the opportunity in ERPNext and link the email thread and documents. o Score each opportunity (Bid Now / Review / No-Bid) using rules we define. 2. Document and drawing review o Read tender documents, specifications and BOQs (Arabic and English, PDF, Word, Excel). o Summarize scope, deadlines, required standards, brands, special conditions and risks, and list exclusions or unclear points. o Draft clarification questions (RFIs) to the client or consultant. 3. Quantity takeoff and BOQ o Extract quantities from drawings (PDF, DWG if possible) and schedules, or map them to the client's BOQ. o Produce a BOQ in our format and flag items it is unsure about for engineer review. 4. Pricing and supplier RFQs o Match BOQ items to our price database and apply our margin and overhead rules. o When a price is missing or outdated, send an RFQ to the right suppliers by email automatically (with approval settings we choose), track replies, send reminders, and read prices from emails, PDFs and Excel. o Compare supplier quotes and prepare a comparison sheet. 5. Quotation preparation o Draft the quotation in ERPNext with our template, scope, exclusions, payment terms and validity, and keep revisions. o Prepare a bid file (technical offer, compliance statement, forms) for review. o Nothing is sent to a client without human approval. 6. Client email queries (Zoho) o Draft replies to client and consultant questions about quotations, technical details, datasheets and status, using our approved information. Show the draft to our team for approval first. o Follow up automatically on pending quotations and clarifications. 7. After award: submittals and project documents o Prepare material submittals (data sheets, listings, catalogues) and technical submittal packages. o Draft method statements, inspection and test plans, and approval request forms from our templates. o Track submittal status and consultant comments. o Help prepare shop drawing and calculation checklists for engineer review (no engineering sign-off by AI). 8. Price data bank and reporting o Update the price database automatically from every supplier quote, PO and final quotation, with date, currency, supplier and project. o Flag old prices, show trends and win/loss data. o Dashboard of opportunities, quotation status and pending actions. o Import and clean 3-5 years of historical BOQ and pricing files (thousands of lines). Requirements • Proven ERPNext/Frappe experience (API, custom apps, workflows). • Zoho Mail and Zoho Drive API experience. • LLM agent development: document extraction, classification, drafting, tool use, human-in-the-loop approval, audit logs. • Experience with PDF/drawing processing and OCR, including Arabic. • Data privacy: our data must remain in Saudi Arabia (PDPL). You must be comfortable with Saudi-hosted or on-premises deployment, an NDA and a data processing agreement. • Experience in construction, MEP, estimating or procurement is a strong advantage. • Clear communication in English and weekly progress calls. Phases (please estimate each separately) • Phase 1 (4-6 weeks): Zoho Mail and Etimad intake, classification, ERPNext opportunities, scoring, notifications. • Phase 2: Document review summaries, clarifications, and BOQ extraction. • Phase 3: Pricing from the data bank, supplier RFQ automation and quotation drafting. • Phase 4: Email query replies and follow-ups, price database automation and dashboard. • Phase 5: Drawing-based takeoff and post-award submittal and document automation. Our tools: ERPNext, Zoho Mail, Zoho Drive. Experience level: Expert