An enquiry turned into
a structured draft proposal.
AI agent for quotations
AI agent for quotations
The agent reads an enquiry, compares it with a price list or catalogue and prepares a draft quotation. It can identify missing information, compare options and create a document in an agreed format. Calculation rules are kept separate from text interpretation.
Benefits for your team
Faster proposals with clear assumptions
The agent can help manufacturers, distributors and service businesses that repeatedly transcribe enquiries or assemble documents from several sources. The team gains a consistent starting point, clear assumptions and earlier identification of gaps. We assess preparation time, correction volume and calculation accuracy.
Agent capabilities
The agent can structure emails, forms and attachments. It identifies scope, quantities, variants, deadlines and information needed to prepare a proposal.
It compares the enquiry with required parameters. It prepares follow-up questions or flags items that cannot yet be priced reliably.
It finds suitable catalogue items or services, presents alternatives and explains differences. Matching can consider availability and agreed constraints.
We connect enquiry interpretation with calculations using price lists, quantities, costs and discount rules. Amounts come from explicit rules that can be reviewed and changed.
We can produce basic, expanded and individual options with a clear scope comparison. The agent explains the differences rather than presenting three prices alone.
It generates the agreed proposal layout, item list, assumptions, schedule and terms. Outputs can include a PDF, a panel view or data for your existing quotation system.
It flags unusual discounts, incomplete inputs, exceeded thresholds and terms requiring a decision. The approver sees the parts that actually need attention.
It links successive proposals to the enquiry, price-list version and scope changes. You can compare versions and see what was approved.
What we can build for your business
Example workflow
From a detailed email to a proposal ready for discussion
A customer requests equipment for several locations and attaches a product list. The agent organises items, matches them to the catalogue and identifies missing dimensions. It prepares a follow-up question and alternatives for products with different availability.
Once the information is complete, the system calculates prices using current rules and creates a document. The salesperson reviews flagged exceptions, adjusts terms and approves the customer version. The CRM records the originating enquiry and price list.
Data and integrations
APIs, CRM and ERP in one workflow
We need current price lists, commercial terms, margin rules and sample enquiries. Depending on access, the integration can include CRM, ERP, spreadsheets or a product catalogue.
We connect CRM, ERP, product catalogues, price lists, stock data and document repositories. Price lists can have versions and validity dates. We define the authoritative pricing source and refresh rules so proposals do not rely on outdated terms.
Workflow
The agent structures requirements, quantities, deadlines and missing parameters.
The system applies agreed prices, options and discount rules.
It produces a draft document with assumptions and items requiring a decision.
What this process could look like
Preparing for implementation
Preparing for implementation
We need sample enquiries and their corresponding proposals, current calculation rules and your document template. Together we define required inputs, permitted alternatives and exception approvers. The first version can cover one product group or service type.
Output and oversight
Know what the agent did and why
The team receives a quotation to review. Non-standard terms, discounts and commitments require approval under agreed thresholds. The final proposal can remain the salesperson’s responsibility.
Further development
Further development
We can add an approval interface, version comparison, proposal expiry reminders and handover of accepted scope to delivery. Connections with sales or document agents help preserve context from the first conversation to agreed terms.
Questions and answers
Questions about this solution
Prices and calculations should follow approved data and company rules. The model helps interpret enquiries and draft descriptions. It should not invent prices or discounts.
Yes, where scope elements, dependencies and assumptions can be defined. For unusual projects, it can structure the request and identify missing decisions while a specialist assesses the effort.
The system should flag extraction problems and identify information requiring confirmation. We test representative formats, scans and tables. Incomplete extraction should not become a final proposal automatically.
We can reproduce the agreed layout and connect it to proposal data. We check varying description lengths, item counts, page breaks and required attachments.
We can design that stage in a portal or connect an existing tool. Confirmation methods, document versions and the consequences of acceptance require separate agreement in the process.
We can design for that requirement. It involves selecting a suitable model and infrastructure and checking every connection. Not every deployment option processes data locally.
The price depends on the process, data, integrations and requirements. We separate implementation costs from estimated infrastructure, model and maintenance costs. Usage limits are agreed before launch.
Choose the next element
Which process would you like an AI agent to handle?
We design custom AI agents, automation and integrations for businesses. From process audit and prototype to deployment, quality control and ongoing development.
