Quote Creation Assistant

Straightforward quotes, answered the same day.

Straightforward quotes, answered the same day.

Business Benefits

  • Straightforward enquiries answered with a price the same day
  • Consistent, accurate pricing
  • Fewer quoting errors
  • More time for complex deals

Key Features

  • Generates simple quotes from a request
  • Clarifies and agrees offer parameters with the customer
  • Generates the offer from a backend pricing tool
  • Validates parameter combinations and completeness
  • Sends the finished offer by e-mail or messenger

Interaction Channels and Integrations

Connects to

  • HubSpot

  • Salesforce

  • Google Drive

  • MS SharePoint

  • SAP

User Interaction Channels

  • Microsoft 365 E-Mail

  • Google Workspace E-Mail

  • Telegram

  • WhatsApp

  • WebChat (Widget)

At a Glance

Trigger

a customer asks for a price

Human in the loop

sales approves the quote before it sends

Modelled time saving

74% across 5 core processes

Straightforward quotes go out in minutes, not hours.

General Process Assistants

The right tools and access, provisioned and tracked.

General Process Assistants

A digital accountant that books, reports and answers.

General Process Assistants

Continuous compliance auditing, audit-ready by default.

General Process Assistants

Rights cleared before content goes to print.

General Process Assistants

Every conversation lands in the CRM, without anyone typing it in.

Frictionless post-sale customer onboarding.

General Process Assistants

Coordinating the field engineering force end to end.

General Process Assistants

Expert support in the field engineer's pocket.

Consistent folders, names and structure — by the rules.

General Process Assistants

Employee data confirmed at the source, kept current.

Stock and expiry, monitored and acted on.

Every invoice tracked, every payment reminded.

General Process Assistants

IT resources provisioned the moment they're needed.

General Process Assistants

A digital controller turning data into reports and forecasts.

General Process Assistants

Office supplies reordered before you run out.

General Process Assistants

Smooth onboarding and offboarding, fully provisioned.

General Process Assistants

Procurement from RFP to vendor recommendation.

General Process Assistants

Negotiation-ready procurement insight before every renewal.

General Process Assistants

Status reports that write themselves from the project's own chatter.

General Process Assistants

Engineered solutions, sized and costed for tender.

General Process Assistants

Find, flag and cut wasted subscription spend.