Quotes out in minutes, not days:
built from your price book, not a guess
A quote that takes two days to draft is a quote a prospect has often moved on from. An agent builds the draft from your price book and templates in minutes. A person checks and sends it.
Why a two-day quote loses the deal
A sales rep gets a request for a quote and has to pull pricing from a spreadsheet or a colleague’s memory. They match it to a template that may or may not be the current version, and adjust for volume or discount tier. Then they format the result into something presentable, often while juggling three other open conversations. A same-day turnaround is already good. A day or two is common, and by then the prospect has frequently gathered two other quotes and started comparing.
Consistency suffers too. Different reps apply discounts differently, round numbers differently, and use slightly different template versions. Two prospects with nearly identical requirements can receive meaningfully different quotes. That is uncomfortable to explain if they ever compare notes, and corrosive to a sales team’s pricing discipline either way.
There is also the opportunity cost of the rep’s time. Drafting a proposal from scratch, even from a template, is mechanical work. It takes real focus away from the parts of a sale that actually need a person. Understanding the prospect’s real constraints, handling objections, negotiating terms that do not fit a standard tier, all of that needs a human.
What the agent drafts from your own price book
The agent takes a short intake, scope, volume, discount tier, whatever variables your pricing actually depends on. It drafts a quote or proposal from your price book and your approved template, in minutes rather than hours. The price book lives in a sheet or small database your team controls, so pricing changes take effect immediately. Nothing is baked into a fixed script that goes stale.
Every draft is checked against your approved discount tiers and a price floor before it is shown to anyone. A request that falls outside the standard case is flagged rather than quoted automatically. Standard cases produce a clean draft matched to your brand’s existing proposal format, ready for a rep to glance over, adjust a line if needed, and send.
Teams that quote the same handful of service packages repeatedly get even more of a head start. The agent can pre-fill most of a proposal from the intake alone, leaving only the client-specific framing for a person to add. That framing is usually the only part of a proposal that genuinely benefits from a human’s attention anyway.
The same draft can be regenerated instantly if a prospect asks for a different tier or volume mid-conversation. A rep does not have to reopen a document and manually adjust every line, which is often where the slowest part of a negotiation actually happens.
What stays with your sales team
Every quote is reviewed and sent by a person, never the agent directly to a client. Anything outside the standard pricing case routes to a rep from the intake stage instead. A custom scope, a negotiated rate, a multi-year commitment never gets a draft at all. Final wording, tone adjustments and the actual negotiation stay entirely with your sales team.
How we keep a wrong number from going out
A hard price floor and discount-tier check run on every draft before it reaches a reviewer. Nothing below your approved range can slip through, even by mistake. All drafts and their underlying intake data are logged, so a manager can audit pricing consistency across the team at any time. The price book change log shows who changed what, so pricing updates are traceable.
Price and timeline
| Option | Price | What it covers | Timeline |
|---|---|---|---|
| Single automation | from $800 | One product line, one template, price-book integration | 5 to 10 days |
| Department package | from $2,500 | Quote generation plus CRM data entry and pipeline hygiene alerts | 2 to 4 weeks |
Running cost is typically $20 to $60 a month in model usage for quote drafting alone.
Related
This pairs naturally with CRM data entry from chats, so the intake that feeds a quote is already logged. B2B outreach personalisation sits upstream, getting qualified prospects to the quoting stage faster. See the AI agents service page for full package details. To see a real sales playbook this kind of quoting sits behind, check the B2B certification body case study. The US citizenship consulting launch case study is another.
Want quotes built from your actual price book instead of a template nobody updates? Get in touch and send us a sample proposal.
Tired of doing this by hand? We can take the whole routine off your team, not only this step: Routine takeover, from $400 →
FAQ
How much does quote automation cost?
From $800 for one product line and one template, live in 5 to 10 days. Multiple product lines, tiered discounts, or multi-language proposals usually run $1,500 to $3,500.
How long before it is live?
5 to 10 days once we have your price book and a template or two of real past proposals to match the format against.
What if pricing changes?
The price book lives in a sheet or a small database you control, not hardcoded in a prompt. A price change takes effect the next time a quote is drafted, no redeployment needed.
Can the AI quote the wrong price?
The draft is built from your price book with hard rules on discount tiers and floors. A person reviews every quote before it goes out, so a wrong number gets caught before a client sees it, not after.
Does it work for complex, negotiated deals?
It handles the standard case well: a scope that fits your usual tiers. Custom, heavily negotiated deals still go through a person from the start. We tell you where that line sits for your business before building anything.