What Is Inside AI Quotation Automation
The service builds accurate quotes on your own rules and hands them to a rep to approve. Here is what it does, how it stays correct, and what your team gets from it.
From a customer request to a rep-approved quote
It reads the request and picks the right items
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.
- Matches requests to your live catalogue.
- Adds the items that normally go together.
- Turns a short note into full line items.
It applies your rules, not its own guesses
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.
- Live prices from your ERP, never typed from memory.
- Volume and customer discounts applied by rule.
- Correct tax for the region and product.
It checks the quote, then your rep signs off
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.
- Catches mistakes before they reach a buyer.
- Produces a tidy, branded quote to review.
- Rep approves every quote before it goes out.
Everything the service delivers
Quotes in minutes
A ready draft the moment a request lands, so reps reply the same hour instead of the next day.
Correct pricing
List, contract and customer-specific prices pulled straight from your ERP on every line.
Discount and tax rules
Volume, customer and promotional discounts applied by rule, with the right tax added automatically.
Error checks
Missing items, unusual quantities and totals that do not add up are flagged before a customer sees them.
Clean, branded quotes
A tidy document in your format, ready for the rep to read, adjust and send with confidence.
Model-agnostic build
Fitted to your data, systems and rules, with no lock-in to a single AI vendor.
See What Quotation Automation Would Cover for You
Book a free consultation. We will look at how your team quotes today and scope AI quotation automation for your business.
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