Customer quotes, out before the customer moves on.
For sales teams that still price each enquiry by hand and keep follow-ups in their heads.
Price list
Quotation drafted
Sales · quotations
What it feels like today
Enquiries
Enquiries come in by email, phone and message, all day long.
Pricing
Every line is priced by hand, sometimes from an old price list.
Typing
The same customer details are typed into the quotation template again.
Follow-ups
Quotes go out, then nobody remembers to follow up.
Imagine
What if…
What if every enquiry had a draft quote waiting?
What if no quote was ever forgotten?
What if you only had to check and approve?
Open quotationsExample
Customer A · quote 1041Sent
Customer B · quote 1038Follow-up drafted
Customer C · part ABCDraft ready for you
Ready for you
Control
You stay in control
Nothing goes to a customer until you approve
Only the roles you choose see prices
Every quote and change is recorded
Integrations
Works with the software you already use
EmailAccounting softwareERPSpreadsheets & documents
Private AIAgentic CentreOn your own server