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.
We define your rules
Products, prices, discounts, commercial terms and the layout of your quote.
We connect the channels
Requests can come from a form on your website, by email or on WhatsApp.
The PDF is generated
AI reads the request, your price list does the math and the document is built with numbering and validity.
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.
Request reading
Understands requests written in the customer’s words or as product codes and quantities.
Pricing with your rules
Prices, volume or customer discounts, taxes and terms from your price list or product database.
Branded PDF
Logo, colors, sequential numbering, validity and terms, consistent across every quote.
Approval and logging
Optional review before sending and a record of every quote in your spreadsheet or CRM.
Works with
- Website form
- 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?
Can the AI get the prices wrong?
Can I review the quote before it is sent?
Does it work with many products or customer-specific prices?
How is it different from quoting software?
Reviewed by Fabián Fiori · Updated
// Other solutions
They work together.
// 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.
