Quotes
Faster quotes, without retyping.
An AI agent reads the request, collects the details, calculates the price and prepares a draft quote. You check it and send it yourself.
- Fits
- AI agent project
- Lead time
- 2 to 4 weeks
- Price
- from €750
How it works now, and what the agent takes over.
Creating quotes with AI: the agent does the searching and calculating, you keep the contact with the customer.
How it works now
- A request comes in and waits until someone has time.
- Customer details and items are retyped from the email.
- The price lives in a spreadsheet only one colleague really understands.
- In the busy quoting season, the waiting time runs into weeks.
What the agent takes over
- Reading the request and listing what the customer asks for.
- Looking up the customer, products and prices in your own systems.
- Calculating the price with your own rules.
- Preparing the draft quote in your own template.
What stays with you
- You check the price and the terms.
- You decide on discounts and custom work.
- You call the customer, because that is where you win the job.
Works with your own CRM and prices.
No new quoting package. The agent takes everything from the systems you already use.
CRM
HubSpot or Salesforce: the customer, earlier quotes and the deal the quote belongs to.
Administration and prices
AFAS or Exact Online for items and price lists, or the spreadsheet you use today.
Email and forms
The mailbox or web form where requests come in today.
See what is possible per software package. View the integrations
Create your quote agent design.
See in a few minutes what an agent does in your quoting process, what you check and what it saves.
- 1
Tell us how a quote comes about today
Where requests come in and where your prices are.
- 2
Answer a few questions
How many quotes per week and how much custom work is involved.
- 3
Receive your AI agent design
The steps, what you check, the connections and a price indication.
AgentHow do quotes work for you today? Tell me where they come in and how many there are, and I will create your AI agent design.
Continue with your AI agent design
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