Quote Generation AI
From quote request to signed proposal, without your sales team touching a template.
Reads incoming requests, pulls product and pricing data from your systems, builds a quote in your template, and sends it. Your sales team reviews and approves. They don't draft from scratch anymore.
What it does
Reads the request, no matter where it came from.
Email, web form, CRM submission, even messages forwarded from your sales team. The AI extracts what's being asked for: products, quantities, delivery, special requirements.
Pulls the right pricing automatically.
Connects to your ERP, product catalog, or pricing spreadsheet. Applies the right customer discount, volume tier, and currency.
Builds a quote in your template.
Branded PDF, your standard terms, line items, totals, valid-until date. Looks like your team drafted it. Multi-currency and multi-language.
Sends it, or queues it for one-click approval.
Routine quotes go out automatically. Complex or high-value ones land in a sales rep's inbox for review with the draft already attached.
How it works
Connects to your quote intake channels (email, web form, CRM) and to your data sources (ERP, product database, pricing rules). When a request comes in, the AI parses it, builds the quote from your template, applies your business rules, and routes the result based on size and customer tier: auto-send for routine, human approval for the rest.
Incoming request
Email, form, or CRM submission.
Parse & price
Products, quantities, tiers matched.
Quote built
Branded PDF from your template.
Send or approve
Auto-out or one-click approval.
This is built for you if…
- Your sales team writes more quotes than they sell, and turnaround time is killing your conversion rate.
- You're processing 100+ quote requests a month and the bottleneck is on your side.
- You have complex pricing (customer tiers, volume discounts, multi-currency) that no template tool handles cleanly.
- A quote takes a senior salesperson 30+ minutes to assemble, and most of them lose.
- Your products and prices change often, and your quote templates can't keep up.
- International customers ask for quotes in languages your team doesn't fluently write in.
What changes for you
Sales reps stop writing quotes.
They review and approve. Time goes back into selling, not paperwork.
Turnaround time, in hours instead of days.
Routine quotes go out within an hour of the request landing. Complex ones in a few hours, with a human in the loop.
Higher conversion on inbound.
When you respond first, you win more. Companies that cut quote turnaround typically see 10–25% lift on close rate for inbound requests.
Electronics wholesale · 35 employees · Anonymized under NDA
Case study
200+ quote requests a month processed by hand. Two sales reps spent half their week on quotes: pulling prices from three systems, formatting into Excel templates, emailing PDFs.
| Problem | Manual pricing lookups across three systems, Excel formatting, PDF email: every quote, every time. |
| What we built | Classify request → pull pricing from ERP → build quote from branded template → auto-send for routine, draft-to-rep for large accounts and custom configurations. |
Quotes sent fully automated
Quote turnaround time
Watch it write a real quote.
On a 30-minute demo we'll feed it a real quote request from your business and watch it work. Bring your hardest pricing case. We'll show you what it handles cleanly and where it would need configuration.
Book a demo