Quote Automation
Automatically generates quotes based on CRM data, previous deals, and pricing models. Reduces manual copy-paste work and accelerates the sales process.
At a glance
Up to 12 hours/week
time saving
Up to 5x within 4 months
expected ROI
Live in 2 weeks
from intake to production
GDPR-compliant
EU hosting & human-in-the-loop
Time savings and ROI are indicative and depend on your process, data and volume.
Before & after
From manual to automatic
Manual quote creation costs your sales team valuable time per deal
- Data from CRM, Excel and old quotes must be manually copied and adapted.
- Pricing models are outdated or inconsistent between team members, leading to errors.
- While your quote is being delayed, competitors are already responding to the customer.
Automatic quote generation with human control
- Retrieves customer data from your CRM (HubSpot, Salesforce, Exact Online) and fills templates automatically.
- Compiles quotes based on similar deals and your pricing models - you retain final control.
- Generates branded PDF quotes with terms, VAT calculations and payment terms in your house style.
- All data stays within the Netherlands and is processed in compliance with GDPR requirements.
Workflow
How it works
See how the agent moves through the process step by step — you stay in control of every decision.
Workflow in action
Quote Automation · Automatically generate quotes with AI
Retrieve customer data from CRM
apiKlantdata ophalen
Analyze comparable deals
analysisVergelijkbare deals analyseren
Apply pricing model
dataPrijsmodel toepassen
Generate PDF
outputBranded offerte maken
Send & log
apiGoedkeuring & verzending
0
Steps completed
5
Total steps
What it delivers
Save time on administration, focus on customer contact
The agent retrieves data from your existing systems and compiles quotes according to your templates and pricing models. You retain control and can make adjustments before sending. Result: less time on administration, more time for customer contact.
per quote on preparation work
from concept to review-ready
uniform formatting and terms
Figures are indicative and depend on your processes and volume.
Integrations
Works with your software
Koppelt internationale CRM-systemen zoals HubSpot en Salesforce aan Nederlandse boekhoudsoftware als Exact Online en AFAS. Templates worden opgehaald uit Microsoft 365 of Google Workspace.
CRM
Boekhouding NL
Templates & Documents
Verzending & Handtekening
Frequently asked questions
Can the agent work with our existing quote templates?
Yes, we use your current Word/PDF templates as the basis. The agent preserves your branding, layout and terms. We only adapt the variable content (customer data, products, prices).
How complex can our pricing models be?
The agent can work with discount structures, volume pricing, recurring fees, and even custom calculations. During intake we analyze your pricing model and build the logic in.
What if a quote needs to be manually adjusted?
The agent generates a draft quote that you can always review and adjust before sending. You decide yourself whether you want automatic sending or human review.
Does this work with our approval flow?
Yes, we can automatically send quotes for approval to managers above a certain amount. The agent then waits for approval before sending.
Can customers agree directly on the quote?
Optionally we can integrate digital signatures via DocuSign/SignRequest. Customers then get a link to accept directly, after which the deal is automatically updated in your CRM.
No matching agent? Have a custom AI agent built
Your process is unique. We build AI agents tailored to your workflow, integrations and goals. Contact us for a free intake.
Get started with Quote Automation
Book a free 30-minute intake. We analyse your situation and put together a tailored proposal.