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TCB Infotech | Expert Odoo & ERPNext Implementation Partner

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AI Quotation Automation

Send an Accurate Quote in Minutes, Not Days

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, checks for mistakes, and hands a clean quote to your rep to approve and send.

50+ ERP and software projects. Zero failed projects since 2021.

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Quote #Q-2048
Riverside Manufacturing
Auto-generated
Steel mounting bracketQty 120$1,440
Hex bolt set, M10Qty 40$320
Powder coating serviceQty 1$260
On-site fittingQty 1$180
Subtotal$2,200
Volume discount (5%)−$110
Tax (8%)$167
Total$2,257
⚡ Built by AI, rep-approved Illustrative figures
Minutes
To a ready quote
1
Rep approval before send
0
Prices typed from memory
24/7
Quotes drafted on demand
Why It Matters

A slow or wrong quote loses the sale

Customers ask several suppliers at once. The one who replies first with the right price usually wins. A day-long wait or a pricing mistake hands the deal to someone else.

Speed Wins Deals

Reply while the customer is still interested

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.

  • Quotes drafted the moment a request lands.
  • Same-hour replies instead of next-day.
  • First accurate price in front of the buyer.
A sales rep sending a quote to a customer
Correct Every Time

The right price, discount and tax on every line

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.

  • Live pricing pulled from your ERP.
  • Customer and volume discounts applied by rule.
  • Tax handled correctly on every quote.
Accurate pricing and figures on a business document
Inside a Quote

Every line priced by your own rules

The AI expands a short request into full line items, each with the correct price and discount pulled from your systems. Your rep sees exactly how the total was built.

Line itemQtyRule appliedAmount
Steel mounting bracket120Contract price$1,440
Hex bolt set, M1040List price$320
Powder coating service1Service rate$260
Volume discount-5% over 100 units−$110

Illustrative figures. Real quotes use your live catalogue, price lists and tax rules.

How It Works

From request to approved quote in five steps

1
Request comes in
A customer request arrives by email, form or your CRM.
2
Pick products
The AI matches the request to the right items in your catalogue.
3
Apply pricing
It applies price lists, discounts and tax rules from your ERP.
4
Check for errors
It flags missing items, odd quantities and pricing that looks off.
5
Rep approves
Your rep reviews the clean quote, approves it and sends it.
What It Handles

The work your reps do by hand today

The AI takes the slow, repetitive part of quoting off your team, so reps spend time with customers instead of building documents.

🔍

Product selection

Reads the request and picks the right items from your catalogue, including the add-ons that usually go with them.

💰

Correct pricing

Applies list prices, contract prices and customer-specific pricing straight from your ERP, so numbers are never guessed.

🏷

Discounts and tax

Applies volume, customer and promotional discounts by rule, then adds the correct tax for the region and product.

✅

Error checks

Flags missing items, unusual quantities, expired prices and totals that do not add up, before the quote reaches a customer.

📄

Clean documents

Produces a tidy, branded quote in your format, ready for the rep to read, adjust if needed and send.

🔁

Follow-up quotes

Handles revisions and re-quotes when a customer changes quantities, so a second version takes minutes too.

What Changes

What quotation automation changes

Minutes
To draft a quote
Correct
Pricing on every line
Fewer
Errors reaching customers
Faster
Response to buyers
More
Quotes handled per rep
Kept
Margin, not discounted away
Why Us

Why teams choose TCB Infotech for quotation automation

1
We know your ERP
We build and run ERP systems, so we connect quotes to your real price lists and rules, not a copy.
2
Rep stays in control
The AI drafts, your rep approves. Nothing reaches a customer without a person signing off.
3
Model-agnostic
We are not tied to one AI vendor. We fit the approach to your data, systems and rules.
4
Built on your rules
Your pricing, discount and tax logic drives every quote, so the output matches how you already sell.
5
Fits your systems
We connect to the catalogue, CRM and ERP you run today, without ripping out what works.
6
Proven delivery
50+ projects across industries, with zero failed projects since 2021.
FAQ

Quotation automation questions

What does AI quotation automation do?
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.
Does the AI send quotes without anyone checking?
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.
How does it get pricing and discounts right?
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.
Do we need a specific AI model or vendor?
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.
Will it work with the systems we already run?
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.
How fast can a quote be ready?
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.

Quote Faster, With the Right Price Every Time

Book a free consultation. We will look at how your team quotes today and show you what AI quotation automation would cover for your business.

Book a Free Consultation →

No commitment. A practical look at your quoting process.