Customer quotes, out before the customer moves on.
Your sales team still prices each enquiry by hand and keeps follow-ups in their heads.
Quotation drafted
Sales · quotations
What it feels like today
Enquiries
Enquiries pour in by email, phone and message, and some go unanswered.
Pricing
Quotes go out priced from an old price list, and margin slips.
Selling time
Your sales team spends its time typing quotes instead of selling.
Follow-ups
Quotes go out, nobody follows up, and the customer buys elsewhere.
Imagine
What if…
What if every enquiry had a draft quote waiting?
What if no quote was ever forgotten?
What if your sales team only had to approve?
Open quotationsExample
Customer A · quote 1041Sent
Customer B · quote 1038Follow-up drafted
Customer C · part ABCDraft ready for you
Ready for your team
Control
You stay in control
No quote goes to a customer until your team approves
Only the roles you choose see prices
Every quote and change is on record
Integrations
Works with the software you already use
EmailAccounting softwareERPSpreadsheets & files
Private AIAgentic CentreOn your own server
Questions
Can AI prepare customer quotations?
Yes. The sales agent drafts each quote from your current price list and quotation template, and nothing goes to a customer until your team approves.
Can it remind us to follow up on quotes?
Yes. It keeps track of open quotations and drafts each follow-up, ready for your sales team to approve.
Who can see our prices?
Only the roles you choose. Every quote and every change is on record.
See it with your own price list.
Ask sales to bring a real enquiry and your quotation template.