AI agent for quotes
It searches past quotes for similar jobs, proposes items and prices and prepares the draft. Sales reviews it, corrects it and signs it.
Illustration with sample data
Every quote starts from scratch.
- Every quote starts from a spreadsheet, even when you have already written a hundred similar ones.
- Prices and terms live in the heads of two or three people. If they are away, the quote waits.
- The customer waits days for an answer a competitor sends in an afternoon.
First we understand how you work.
Every company prices its own way. Before building, we look with your sales team at how a quote is made: the written rules and, above all, the ones nobody ever wrote down.
Where requests come from
Email, portals, phone, trade fairs. And with what information, usually incomplete.
Who prepares them today
Which rules they use for prices, discounts and delivery times.
Where the history lives
ERP, CRM, shared folders, spreadsheets. Even if they are a mess.
An example: how the agent works, in four steps.
Every agent comes from your process. This is how the work is usually split: steps, checks and rules change from company to company.
- 1
Reads
The request, with attachments, drawings and specifications. It extracts what is needed, quantities and timing.
- 2
Searches
It finds similar past quotes and the terms already applied to that customer.
- 3
Proposes
It prepares the draft with items, prices and notes, and shows which past quote each choice comes from.
- 4
Learns
Every change made by sales becomes guidance for the next time.
Sales decides the price.
The agent prepares, it does not sign. Every item shows where it comes from, so checking a draft takes minutes, not hours.
Stays with people
- Discounts and negotiation
- New items never quoted before
- Signing and sending to the customer
It connects to what you already use.
You do not change tools, and the people you work with keep working as they do today.
- ERP and management software
- CRM
- Shared folders
- Spreadsheets and PDF
- Price lists and catalogues
Before you ask.
Does it work with custom products?
Yes, if the history contains comparable jobs. For new items the agent flags them and leaves the field to sales.
What if our history is a mess?
That is the most common case. In the first weeks we put it in order together with the people who know it: it is part of the work.
Do we need an in-house technical team?
No. We handle development, integrations and maintenance. On your side we need someone who knows the process, for a few hours in the first weeks.
Do prices and history leave the company?
No. Data stays in your systems, processing happens in European environments and the models are not trained on your documents.
Other examples.
These are the cases we see most often, not a catalogue. If your process is not here, we start from it.
- Order managementThe agent reads the order, recognises the customer and the items, checks prices and availability and enters it. People only look at the doubtful cases.
- Customer serviceAn assistant handles first-level requests, by voice too, with your company's information. When a person is needed, it hands over the call with a summary.
- Back-office administrationThe agent enters documents, matches payments and invoices and flags only the differences. Reminders go out in the tone you choose.
- Email managementThe agent classifies every message, assigns it to the right person and prepares a draft reply. Nothing goes out without a review.
- Reports and minutesA voice note and a few photos are enough. The agent writes the report in your company's format and files it where it belongs.
- Your processNot on this list? That is the most common case: we start from how you work today.
Your process is not on this list?
That is the most common case. In the first call you tell us how you work today: we tell you whether an agent makes sense, where we would start and what you need to begin. Even when the answer is no.
The products we use here
If AI is not the right answer for your case, we will tell you.
A 30-minute call about a process that costs you time today. We tell you what we would do, and what we would not.
