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- Pricing models are outdated or inconsistent between team members, leading to errors.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 or PDF templates as the basis. The agent preserves your branding, layout and terms — we only adapt the variable content such as customer data, products and 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.
Can we review a quote before it's sent, and does this fit our approval flow?
The agent always generates a draft quote first — you decide whether it's sent automatically or needs review. For deals above a threshold you set, the quote can be routed to a manager for approval before it goes out, so your existing approval flow stays intact.
Which CRM and accounting systems does this connect with?
The agent connects with CRM systems such as HubSpot, Salesforce, Pipedrive and Microsoft Dynamics, and with Dutch accounting software including Exact Online and AFAS. Quote templates are pulled from Microsoft 365 or Google Workspace, and quotes can be sent for digital signature via DocuSign.
What does this cost?
Standard agents like this one start from €2,500; a custom setup with specific pricing logic or approval flows starts from €5,000. A free AI scan is available first to map your quote process and pricing model.
How long does implementation take?
Implementation typically goes live within 2 weeks, including connecting your CRM and accounting system and configuring your templates and pricing logic.
How is customer and pricing data protected?
All data stays within the EU and is processed in compliance with GDPR. Access is limited to authorized staff, and a data processing agreement (DPA) can be signed as part of implementation.
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.
Deep dive
More from our knowledge base
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Generating quotes with AI can go through an off-the-shelf tool or an agent that works directly from your CRM. Discover which approach fits your quote volume and systems.
Read articlePraktischCreate Quotes 70% Faster with AI: How It Works
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Read articleSectorsAI for architecture and engineering firms
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You work directly with Erwin Berkouwer, founder of UnifyAI — no account managers or junior consultants in between.
Erwin has 8+ years of experience in data and AI (banking, retail, e-commerce) and applies the same AI automation internally that he builds for clients. Per project he brings in the right specialist from his network.
Read more about Erwin and the way we workGet started with Quote Automation
Book a free 30-minute intake. We analyse your situation and put together a tailored proposal.