AI Quotation Automation
When a customer asks for a price, speed wins the deal. Our AI builds the quote for you: it picks the right products, applies the correct pricing, discounts and tax from your ERP
Why It Matters
When a request comes in, the AI drafts the quote right away. Your rep checks it and sends it the same hour, not the next day. You reach the buyer while they are still deciding, ahead of suppliers who are still working on their numbers.
The AI reads your price lists, customer-specific pricing, discount rules and tax rules from your ERP, so the numbers are the same ones your business already uses. No prices typed from memory, no discounts forgotten, no tax slip-ups that cost you margin later.
The AI takes a request in plain language and matches it to the right products in your catalogue, including the parts and services that usually go with them. Your rep starts from a full draft instead of a blank page.
The AI pulls list prices, contract prices, customer-specific pricing, discount rules and tax rules from your ERP. Every quote uses the same logic your business already follows, so the numbers hold up when the customer accepts.
Before a quote is ready, the AI flags missing items, odd quantities, expired prices and totals that do not add up. Then it hands a clean document to your rep, who reviews, adjusts if needed, approves and sends. Nothing reaches a customer without a person.
Reads the request and picks the right items from your catalogue, including the add-ons that usually go with them.
Applies list prices, contract prices and customer-specific pricing straight from your ERP, so numbers are never guessed.
Applies volume, customer and promotional discounts by rule, then adds the correct tax for the region and product.
Flags missing items, unusual quantities, expired prices and totals that do not add up, before the quote reaches a customer.
Produces a tidy, branded quote in your format, ready for the rep to read, adjust if needed and send.
Handles revisions and re-quotes when a customer changes quantities, so a second version takes minutes too.
A customer request arrives by email, form or your CRM.
The AI matches the request to the right items in your catalogue.
It applies price lists, discounts and tax rules from your ERP.
It flags missing items, odd quantities and pricing that looks off.
Your rep reviews the clean quote, approves it and sends it.
To draft a quote
Pricing on every line
Errors reaching customers
Response to buyers
Quotes handled per rep
Margin, not discounted away
We build and run ERP systems, so we connect quotes to your real price lists and rules, not a copy.
The AI drafts, your rep approves. Nothing reaches a customer without a person signing off.
We are not tied to one AI vendor. We fit the approach to your data, systems and rules.
Your pricing, discount and tax logic drives every quote, so the output matches how you already sell.
We connect to the catalogue, CRM and ERP you run today, without ripping out what works.
It turns a customer request into a ready quote. The AI picks the right products, applies the correct pricing, discount and tax rules from your systems, checks the numbers, and produces a clean quote for your sales rep to review, approve and send.
No. The AI prepares the quote, but a sales rep always reviews and approves it before it goes to the customer. You stay in control of what leaves your business.
It reads your price lists, customer-specific pricing, discount rules and tax rules from your ERP or price database, so every quote uses the same rules your business already follows. No more numbers typed from memory.
No. The service is model-agnostic. We fit the approach to your data, systems and rules, and are not tied to any single AI vendor.
Yes. It connects to your existing product catalogue, price lists and ERP so quotes match your live data. We scope the integration to the systems you already use.
Most quotes are ready in minutes instead of hours or days, so your rep can respond while the customer is still interested. The exact time depends on how complex the quote is.
Related
The other services in this section, and related pages from TCB Infotech.
No commitment. A practical look at your quoting process.
