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.
- 1
Agent
A request comes in
By email, through the form on your website or as an attachment with drawings.
- 2
Agent
Collect the details
The customer from your CRM, the products and prices from your price list.
- 3
Agent
Calculate the price
With your own rules: quantities, surcharges and discounts.
- 4
Agent
Prepare the draft quote
In your own template, with the questions that are still open.
You
You check and send
You review the price, adjust where you want and send it yourself.
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
Powered by ClaudeRelated services.
Start small with one agent, or have the whole quoting process designed and built.
- Data in orderfrom € 2.000Diagnosis and execution in one project.
- AI agent projectfrom € 750An agent for a core process, connected to your own systems.
- Your first AI agent€ 750One agent, up to two connections, live within 2 weeks.
- Hosting and maintenancefrom € 49 per monthSecurely hosted and maintained.
Questions about quotes.
Is this quoting software?
No. Quoting software is a new package where you fill in everything yourself. An AI agent does the filling in, in the systems you already have, and prepares the quote for you. Which systems those can be, you see in the integrations.
Does the agent send the quote to the customer itself?
No. The agent prepares a draft. You check it and send it yourself.
Our prices are complicated. Can it handle that?
That is exactly where it helps. We write out your pricing rules in the AI agent design. Whatever the agent is not sure about, it adds to the draft as an open question.
What if our price list is out of date?
Then the agent calculates with the wrong prices, just like a colleague would. You see this in the data scan of the project. If more work is needed, data in order belongs with it. to see where you stand.
How fast does it work?
An AI agent project takes 2 to 4 weeks. Want to try it first? Then your first AI agent is live within 2 weeks after the intake.
