AI Automation · Quotes

An automated quote generator that builds the PDF and sends it to your customer.

Customers request through your website, by email or on WhatsApp. The system identifies the products, prices them with your price list and generates the PDF in your format. If you want, your team approves it before it goes out.

// Before and after

From hand-built spreadsheets to quotes that send themselves.

Today

  • Every quote is built by hand in Word or Excel, copied from a previous one.
  • Prices change and some quotes go out with the old figure.
  • The customer waits for an answer and asks a competitor in the meantime.
  • There is no clear record of what was quoted, to whom and when.

With the quote generator

  • The PDF goes out with your logo, format and terms, every time.
  • Prices come from a single price list that you keep up to date.
  • The customer gets the quote without waiting for someone to be free.
  • Every quote is logged with customer, products and date, ready for follow-up.

// How it works

From request to PDF in the customer’s inbox, in four steps.

  1. We define your rules

    Products, prices, discounts, commercial terms and the layout of your quote.

  2. We connect the channels

    Requests can come from a form on your website, by email or on WhatsApp.

  3. The PDF is generated

    AI reads the request, your price list does the math and the document is built with numbering and validity.

  4. Delivery and logging

    It is sent to the customer (with prior approval if you want) and logged for follow-up.

// What’s included

AI understands the request. Your rules set the prices.

We keep the two jobs apart on purpose: AI only reads what the customer is asking for; the math comes from your data.

  1. Request reading

    Understands requests written in the customer’s words or as product codes and quantities.

  2. Pricing with your rules

    Prices, volume or customer discounts, taxes and terms from your price list or product database.

  3. Branded PDF

    Logo, colors, sequential numbering, validity and terms, consistent across every quote.

  4. Approval and logging

    Optional review before sending and a record of every quote in your spreadsheet or CRM.

Works with

  • Website form
  • Email
  • WhatsApp Business API
  • Google Sheets
  • Your product database
  • HubSpot or another CRM

// FAQ

What people ask us about automated quotes.

What is an automated quote generator?

It is a system that takes the customer’s request, prices it with your rules and generates the PDF quote without anyone building it by hand. It can work as an online quote form on your website or take requests by email and WhatsApp.

Can the AI get the prices wrong?

The AI does not calculate prices. It only reads which product and quantity the customer wants; the figures come from your price list and rules. If a request is ambiguous, it is flagged for a person to review.

Can I review the quote before it is sent?

Yes. You can turn on prior approval: your team receives the finished quote, checks it and sends it with one click. Simple cases can also go out automatically.

Does it work with many products or customer-specific prices?

Yes. It connects to your price list or product database, and rules by customer, volume or channel are set up once. When you change a price, it changes in every quote after that.

How is it different from quoting software?

You don’t have to switch systems: it is built on your spreadsheets, your format and your channels, and your customers don’t need to log in to another platform to ask for a quote.

Reviewed by · Updated

// Let’s talk

How long does your team take to send a quote today?

Show us how you quote today and we’ll tell you which part can be automated.