Quote Agent
An AI agent that turns requests into ready-to-send quotes: prices from your lists, margins checked, follow-up drafted.
The starting point
Every quote that takes days is an order at risk: the customer asks three suppliers and signs with the first one who answers. But quoting properly takes time, someone has to read the request, dig through price lists, check costs and write everything up.
The Quote Agent reads each request as it arrives, from email, WhatsApp or a phone call, matches it against your price lists and rules, applies the right discounts and margins, and hands you a ready-to-send quote with the accompanying message. You review, adjust if needed, and send.
How we fix it
- 01We map how you quoteTwenty minutes on your price lists, discount rules, margins and the requests you receive every week.
- 02We load your rulesPrice lists, rates, customer history and approval thresholds become the agent's playbook. The technical side stays with us.
- 03The quotes start flowingRequests come in, draft quotes come out, with every price sourced. You approve and send, and the CRM updates itself.
What you gain
- Quotes in minutes, not daysThe reply goes out while your competitors are still reading the request. Speed wins orders.
- Every price from your listsEach line cites the price list or rate it comes from, so checking a quote takes seconds.
- Margins guardedThe agent computes cost and margin on every quote and flags anything below your threshold.
- Missing data handled honestlyIf the request lacks a measurement or a quantity, the agent makes a reasonable assumption and states it in the quote.
- A PDF and a message, readyEvery quote arrives with the document laid out and the accompanying email or WhatsApp message already drafted in your tone.
- The CRM updates itselfDeal, value, stage and follow-up reminders land in your systems the moment the quote goes out.
Good for
You talk to the person who builds it: start to finish.
Start with a conversation, not a contract.
20 min · free · straight with the founder
Twenty minutes, no strings: you tell me where your company loses time, and I tell you plainly whether automation is worth it, where to start, what it costs, and what to leave alone. When the honest answer is "don't", that's the answer you'll get.
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