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AI agents · Sales
Custom AI quotation agent for automated quoting
We build a quote automation agent around your products, your pricing and your rules, so an inbound request becomes an accurate, branded quote in minutes instead of days. It runs Configure, Price, Quote on top of your ERP, CRM and connected systems, with a person approving anything outside your guardrails.
Capabilities
What your custom quotation agent does
Built around your catalogue, pricing logic and quote template, it runs the whole quote-to-cash front end. When it needs your ERP, CRM, CPQ or PIM data, we connect those through our AI integration service.
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Reads any inbound request
Parses emails, web forms, RFQs, spec sheets and attachments to extract the buyer, the products, quantities and requirements, in whatever format they arrive.
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Configures the right products
Resolves SKUs, options and bundles against your catalogue and applies your compatibility and configuration rules, so the quote is valid before it prices it.
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Prices from live data
Pulls current pricing from your ERP or pricing database, including tiered, volume and contract pricing, then applies your discount logic instead of a stale spreadsheet.
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Enforces your discount and margin rules
Applies your approval thresholds automatically and routes anything outside the guardrails to a person before it sends. You keep control of every exception.
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Generates a branded quote
Produces a ready-to-send quote or proposal in your own template and language, then delivers it to the buyer, with e-signature and payment links where you want them.
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Answers follow-up questions
Handles common back-and-forth on lead time, alternatives and terms, and re-quotes when the buyer changes the spec, without waiting for a rep.
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Runs the follow-up cadence
Chases opens and non-replies on a timed schedule, classifies the response, and either advances the deal or hands a warm one to your team.
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Writes every quote back to your CRM
Logs the quote, the version history and the outcome to your CRM or deal record, so your pipeline and reporting stay accurate without manual data entry.
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Learns from what closes
Tracks which quotes win and at what margin, and surfaces the pricing, bundles and follow-up patterns that convert, so quoting keeps improving.
Quote automation, CPQ and quote-to-cash
What is automated quoting?
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Quote automation
Generating, pricing and sending sales quotes automatically from an inbound request, so turnaround drops from days to minutes.
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CPQ (configure, price, quote)
The logic that configures valid products, prices them from your rules and produces the quote. Your agent runs CPQ, or drives the CPQ tool you already have.
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Quote-to-cash
The full path from enquiry to order and invoice. The agent owns the quote and follow-up front end and logs it all back to your CRM and ERP.
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Custom agent vs off-the-shelf CPQ
A packaged CPQ product makes you fit its model. A custom agent fits your catalogue, pricing, template and channels, and handles the unstructured requests fixed tools reject.
Your quoting stack
Where your custom quotation agent works across your quoting stack
A quote is assembled from more than one system. The agent works across every layer a good quote touches, from the channel the request arrives on to the record it lands in, so nothing is re-keyed by hand.
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Inbound channels
Email, web forms, RFQ portals, marketplace enquiries and chat, parsed into a structured request whatever shape it arrives in.
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Product and pricing systems
Your ERP, CPQ, product catalogue, PIM and pricing tables, so configuration and pricing come from live data, not a spreadsheet.
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Documents and CRM
Your branded quote and proposal templates, e-signature and payment links, and your CRM or deal record where every quote is logged.
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Approvals and follow-up
Your discount and margin thresholds, the approver who signs off exceptions, and the timed follow-up cadence that chases the reply.
The business case
Faster quotes, fewer errors, more deals won
Speed decides quotes: responding first is strongly linked to winning the deal, and quote automation typically cuts turnaround from days to minutes while reducing quoting errors. Nucleus Research puts CPQ return at around $6.22 for every $1 spent. Makeitfuture was named Make.com AI Partner of the Year, so your agent is built by a team trusted for production AI automation.
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500+
Clients
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15000+
Automations
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7+
Years of experience
Use cases
Where an AI quotation agent earns its keep
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Configurable-product and manufacturing RFQs
Parse a spec sheet or drawing for a complex industrial or machine-shop product, configure valid SKUs, price from the ERP, and return a quote in minutes rather than days.
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Web-form and inbound proposals
A form or email triggers an instant tiered or subscription quote and a branded proposal, so you reply before slower competitors and win the conversation.
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Reseller and distributor re-quotes
Pull current distributor or contract pricing on every quote, so numbers are never stale and you stop leaking margin on manual price lookups.
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High-volume, high-mix quoting
Generate accurate quotes in seconds across a large, varied catalogue, and route only the out-of-band cases to a person.
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Renewals and repeat orders
Re-quote renewals and reorders automatically at current pricing and terms, and prompt the buyer before the deadline slips.
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CPQ modernisation without a rip-and-replace
Wrap an AI agent around the ERP and CRM you already run, so you automate quoting without a multi-year CPQ implementation.
How it works
The Configure, Price, Quote loop, run by an agent
The classic CPQ flow, run by an agent with a person approving the exceptions. It reads the request, reasons over your rules, acts, then watches the outcome and learns.
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Perceive
Ingests the inbound enquiry from email, form or RFQ, extracts the line items and requirements, and matches the requester to your CRM.
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Reason
Resolves the products, validates the configuration, pulls live ERP and CPQ pricing, applies your discount logic and checks the approval thresholds.
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Act
Generates the branded quote, sends it, schedules the follow-up, and records the quote in your CRM. Out-of-policy discounts wait for a person to approve them.
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Observe and learn
Watches opens, replies and acceptance, classifies the response, then advances the cadence, re-quotes or hands off to a rep, and learns what wins.
Why slow, manual quoting loses deals you had already won
The first company to respond usually wins, yet most quotes still take hours or days. Manual and semi-manual quoting is slow, error-prone and ties up your best sales time on admin, and rigid CPQ tools only solve part of it.
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Speed decides the deal
Responding fast makes you far more likely to win the conversation. Most businesses take much longer, and the deal goes to whoever quoted first.
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Manual quoting is error-prone
Re-keying products and prices by hand introduces mistakes that cost margin or trust, and every correction adds another day of delay.
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Prices go stale
When pricing lives in someone's head or an old sheet, quotes drift from current ERP pricing and quietly leak margin on every deal.
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Selling time goes to paperwork
Reps spend a large slice of the week building quotes instead of selling. Quote generation is a big part of that drag.
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Off-the-shelf CPQ is rigid
Packaged CPQ tools force your process into their model and still choke on unstructured RFQs and one-off configurations.
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Your systems do not talk
Enquiries, catalogue, pricing and CRM live in separate tools, so a quote means copy-pasting between screens no one wants to own.
More agents
Explore the rest of the agent line-up
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Dynamic Pricing Agent
Price every product right, around the clock.
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GEO Optimization Agent
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Product Enhancement Agent
Product data enrichment at catalogue scale.
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Website Growth Agent
Maintain, improve and grow your site on autopilot.
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AI SDR Agent
A custom AI SDR that books meetings, not spam.
Control and governance
Automated quoting that keeps you in control
Automating quotes should never mean losing control of pricing. The agent works inside your rules: it enforces your discount and margin guardrails, routes exceptions to a person, and never sends a number you have not sanctioned. Every quote is logged with a full version history, so you can always see exactly what went out and why.
It is a bespoke build, part of our AI development practice, and it runs inside your access controls, not on a black box.
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Your discount and margin rules
Approval thresholds are enforced automatically, and anything outside them waits for a named approver before it sends.
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Human in the loop by design
You decide which quotes go straight out and which a person reviews first. The agent handles the volume; people handle the exceptions.
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Full audit trail
Every quote, version and change is logged to your CRM, so pricing decisions are transparent and reportable.
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Live pricing, not guesses
Prices come from your ERP or pricing database in real time, so quotes reflect current cost, not a cached list.
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Works with your stack
It wraps around the ERP, CRM and CPQ you already run, so you modernise quoting without a rip-and-replace.
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Privacy and access controls
We work inside your access rules and keep your pricing data and accounts governed throughout.
Automated quoting FAQs
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What is an AI quotation agent?
An AI quotation agent is software that turns an inbound enquiry into an accurate, branded quote automatically. It reads the request, configures valid products, prices them from your live ERP and pricing rules, generates the quote and follows up, keeping a person in the loop for anything outside your discount guardrails. It automates the Configure, Price, Quote (CPQ) flow instead of leaving it to manual work.
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Do you build a custom quotation agent, or is it an off-the-shelf tool?
We build a custom agent around your catalogue, pricing logic, quote template and channels, rather than selling a packaged CPQ product. It is bespoke build work, part of our AI development practice, and it reads the messy, unstructured requests that fixed tools reject. Once live, it keeps quoting, following up and logging to your CRM.
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Will an AI quotation agent make pricing mistakes?
It usually reduces them. By pulling live pricing from your ERP and applying your CPQ rules instead of re-keying by hand, teams see meaningfully fewer quoting errors. One insurance example cut data-entry errors from 12% to under 2% simply by removing the manual re-typing. Every quote is also logged with a version history you can audit.
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How fast can it turn around a quote?
From an inbound request, minutes rather than hours or days. Teams using quote automation commonly report much faster generation, and one manufacturer went from five days to two hours. That speed matters because the company that responds first wins most deals.
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Do we lose control over discounting?
No. The agent enforces your discount and margin rules and routes anything outside the guardrails to a person for approval before it sends, while still cutting approval times. You keep control of every exception, and every quote is logged with a full audit trail.
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Does it replace our CPQ, ERP or CRM?
No, it works with them. We wrap the agent around the systems you already run and connect them through our AI integration service, so you automate quoting without a multi-year CPQ implementation or a rip-and-replace.
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Can it handle complex, configurable products and RFQs?
Yes. That is where a custom agent earns its keep. It parses spec sheets and RFQs, applies your configuration and compatibility rules to build valid SKUs and bundles, and prices them from live data, which is exactly the manufacturing and machine-shop quoting that off-the-shelf tools struggle with.
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How does an AI quotation agent pair with your other agents?
It sits at the quoting stage of the sales flow. Pair it with our outreach agent to fill the pipeline, and lean on our sales and AI integration services to wire it into your ERP, CRM and CPQ. Together they cover prospect to quote to closed deal.
