Does a quote go to the customer without a person checking it?

No, unless you decide otherwise. By default the automation prepares a finished draft and a salesperson checks and sends it. We only implement full automation with no human step where a quote is fully standard and you specifically want that.

What if a customer's request is unusual?

The line-item logic covers typical cases, and unusual requests go to a salesperson to build by hand, same as today. Over time, once an unusual case starts repeating, we add a rule for it.

Can discounts or negotiated terms be added?

Yes, within a range agreed with you. A salesperson can adjust a price or add a term before sending, and if a change falls outside the range, it goes to someone with the authority to approve it.

What happens when we update pricing?

The automation takes prices from wherever you keep them today, so a pricing change at the source shows up in the next quote right away. Nothing needs manual rewiring or waiting for a template update.

Will this replace a salesperson?

No. It takes away building a document from scratch, the most time-consuming, repetitive part of the job. The conversation with the customer, the negotiation, and the decision whether to quote at all stay with the salesperson.

A quote ready before the customer cools off

A customer asks for a quote, and it gets built by hand from a year-old template, with a table glued together in Word. We build a process where the quote assembles itself from data you already have, and sales just checks and sends.

Quote ready in minutes, not hoursImplementation in 2 to 4 weeksPricing and terms always currentSales approves, does not build from scratch

What automated quote generation means

Automated quote generation is automation that assembles a quote document from data already sitting in your systems, pricing, the customer's request parameters, commercial terms, instead of leaving a salesperson to glue it together by hand every single time.

The input varies company to company: a web form, a customer email, a call logged in a CRM. The automation takes what the customer or salesperson entered, pulls the right line items and prices from your system, and assembles a finished document in your company's format, with the same terms as always.

Sales gets a finished quote to review, not a blank page to fill in. They can adjust a line, apply a discount within an agreed range, or add a line of their own before sending, the automation prepares a draft, it does not make the sales call.

How an implementation works

We start with a handful of quotes you actually sent recently, to see what they are made of and what repeats across them.

1We analyze today's quote templateWe look at several quotes that actually went out and pick apart which parts are fixed and which change from customer to customer. That sets the shape of the template.
2We connect the data sourcePricing, product parameters, commercial terms, wherever you get them from today is where the automation gets them too. If pricing changes in the sales system, the quote always reflects it, with no manual carry-over.
3We build the template and the line-item logicMatching line items to the customer's request, calculating quantities and prices, inserting commercial terms, we build this as one process, tested on real requests, not tutorial examples.
4We add a sales approval stepThe quote reaches a salesperson as a finished draft, not automatically to the customer. We settle who approves it and within what range a price can change without asking anyone.

What this looks like in practice

Example (hypothetical)

A solar panel installer gets a dozen or so requests a day through a web form, each with a different energy usage and a different roof type. Today a salesperson calculates the recommended system size by hand in a spreadsheet, looks up current panel and inverter prices, and builds a PDF quote from scratch, a process that takes half an hour per request, so the reply sometimes only goes out the next day.

The automation takes the form data, calculates the recommended system size using the same rules the salesperson applies today, pulls current prices from the price list, and assembles a finished PDF quote in the company format within minutes of the request. The salesperson reviews the sizing and sends it, instead of calculating from scratch, the customer gets an answer the same day, while it is still top of mind.

How long an implementation takes

2 to 4 weeks

Shorter when pricing and commercial terms already live in one system and the line-item logic is simple. Longer when a quote depends on many variable parameters or the pricing first needs tidying up from being scattered across several places.

Questions about automated quote generation

Does a quote go to the customer without a person checking it?: No, unless you decide otherwise. By default the automation prepares a finished draft and a salesperson checks and sends it. We only implement full automation with no human step where a quote is fully standard and you specifically want that.
What if a customer's request is unusual?: The line-item logic covers typical cases, and unusual requests go to a salesperson to build by hand, same as today. Over time, once an unusual case starts repeating, we add a rule for it.
Can discounts or negotiated terms be added?: Yes, within a range agreed with you. A salesperson can adjust a price or add a term before sending, and if a change falls outside the range, it goes to someone with the authority to approve it.
What happens when we update pricing?: The automation takes prices from wherever you keep them today, so a pricing change at the source shows up in the next quote right away. Nothing needs manual rewiring or waiting for a template update.
Will this replace a salesperson?: No. It takes away building a document from scratch, the most time-consuming, repetitive part of the job. The conversation with the customer, the negotiation, and the decision whether to quote at all stay with the salesperson.

Tell us how long one quote takes you today

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