AI Quote Agent: Commercial quotes in minutes
An accurate, rule-compliant quote – in minutes, not a day.
The problem
Quotes are calculated in Excel and re-typed into the core system. Pricing errors, inconsistent formats, unapproved discounts and slow replies to customers.
Who it's for
Companies preparing 20+ quotes per month with complex pricing: leasing, equipment, construction, B2B services.
How it works
- 1
We encode pricing rules, discount limits and templates.
- 2
The salesperson writes a request in plain language, or the agent pulls data from the CRM.
- 3
The agent generates the quote, routes it for approval if limits are exceeded and saves it to CRM/ERP.
What's included
- Pricing rules and discount matrix
- Quote generation in plain language
- Approval routes above discount limits
- Branded PDF templates and version history
- Saving to CRM / ERP, e-signature
Access & control
The agent sees only price lists and deal data. Discounts above limits and sending the quote to a customer happen only after human approval.
Rollout
3–6 weeks
Indicative pricing
Rollout from 4,500 EUR (depends on rule complexity) + monthly fee.
Prices are indicative and refined by scope.
In the market: what alternatives offer
No CPQ platform or new licences – the agent adapts to your existing Excel logic and niche systems.
Every AI quote complies with encoded rules and approval limits (governed execution) – the key CFO argument.
Included in bundles
Sales bundle
CRM, follow-up, quotes and call notes – the whole sales cycle.
Leasing & fleets
A ready bundle for leasing and rental companies: CRM, quotes, credit risk and contract system integration.
Not sure where to start?
Book a free 30-minute intro call and we'll map which product pays back fastest for you.
Book a consultation