Quote preparation
We connect your inquiry process to approved service descriptions, product information, and pricing rules. AI organizes the requirements and drafts the explanation; configured calculations apply supplied rates. Your team remains responsible for the commercial offer.
How we put it to work
Step 1 of 3
Make the requirements clear.
AI structures emails, forms, or approved meeting notes into requested items, constraints, and open questions. It distinguishes what the customer requested from an assumption that still needs checking.
Your teamConfirms requirements and supplies missing measurements or specifications.
Step 2 of 3
Build from your approved information.
We retrieve the relevant descriptions and rate tables. Calculations apply your pricing rules; AI drafts scope and exclusions. Missing rates block the affected line instead of receiving an invented price.
Your teamChecks costs, quantities, discounts, and delivery capacity.
Step 3 of 3
Review before it leaves the business.
We assemble the quotation in your format and send it to the responsible reviewer. The approved version can enter your existing sending and follow-up process with its source request attached.
Your teamApproves the offer, timing, and contractual commitments.
What your first engagement includes
- 01Review your setupConfirm existing features, data access, and system compatibility.
- 02Configure one workflowConnect the tools, define approvals, and handle exceptions.
- 03Test and hand overPilot on selected work, train your staff, and provide operating instructions.
