Automate your
Sales Quotation
with AI agents
Is your sales team spending hours manually preparing customer quotations—delaying response times and costing you deals? Let our AI agents accelerate quote generation, streamline your sales operations, and free your team to focus on what they do best: closing.
Why manual sales operations
is holding you back
Challenges:
Manual quote generation slows down response time to customers
Sales reps often spend hours reviewing emails, checking pricing and stock availability, and drafting quotations manually—leading to delayed responses and lost opportunities.
Errors in pricing and product details
Human oversight can lead to incorrect pricing, missing details in quotes or non-compliance with company policies, damaging customer trust and impacting business margins.
Time spent on non-revenue-generating tasks
High-performing salespeople are bogged down by administrative and repetitive sales support tasks instead of doing what they do best: building great customer relationships and closing deals.
Inconsistent customer experience
Without a standardized, automated process, quality of sales proposal and timeliness of response can vary across teams and regions.
Solution Overview:
End-to-end sales quote automation
Our AI agent takes over the full quotation process—from understanding client requirements to delivering accurate quotes—enabling a fully autonomous agentic workflow.
Context-aware request handling
Powered by large language models, the AI assistant understands unstructured quotation requests, including industry lingo, nuanced customer needs and special instructions.
Dynamic quote compliance
The agent cross-references internal pricing rules, customer-specific contractual agreements, margin expectations, inventory availability, and internal policies and sales guidelines to ensure every quote is accurate, compliant, and commercially viable.
Automated approvals and exception routing
When special pricing or approval conditions are triggered, escalation via human-in-the-loop helps keep your internal controls intact without slowing down the process.
How our AI agent for sales quotation work
Step 1
The AI agent monitors a shared inbox or other communication channels for incoming quotation requests from prospects or existing customers.
Step 2
It identifies products, quantities, deadlines, and specific conditions using LLM-powered data extraction.
Step 3
Using real-time access to pricing databases, stock inventory, sales policies, and historical quotes, it drafts an accurate and compliant quotation.
Step 4
If the quote falls outside preset thresholds (e.g. low margin or special terms), it routes the quote to the right human approver based on prevailing business rules.
Step 5
Once approved, the AI agent emails the quote to the customer, tracks delivery, and handles basic follow-up questions autonomously.
Real world scenarios for AI-powered
Inside Sales Reps
and Quotations Specialists
📦 Freight Forwarding
Scenario: A customer sends an email asking for a quote to ship goods from Singapore to Shanghai.
How the AI agent helps:
- Extracts origin, destination, shipment type, volume/weight, and any special handling requests from the email.
- Checks current freight rates, fuel surcharges, and customs clearance fees.
- Applies customer-specific pricing or margin rules.
- Generates a detailed shipping quotation and sends it to the customer within minutes.
- Escalates to a manager if a manual approval is needed due to discounts or exceptions.
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🏗
Industrial Equipment Suppliers
Scenario: A contractor requests pricing for 10 generators and 5 water pumps for an upcoming project.
How the AI agent helps:
- Reads the product names and quantities from the email or RFQ.
- Verifies item availability and applies tiered pricing from the customer’s agreement.
- Flags if any items are out of stock or require longer lead times.
- Drafts the full quotation, including itemized costs and delivery timelines.
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🧪 Chemical and Raw Material Distributors
Scenario: A regional distributor receives an RFQ for 200 kg of specialty chemicals with purity and compliance requirements.
How the AI agent helps:
- Extracts technical specifications and compliance conditions (e.g. REACH, ISO).
- References approved supplier lists and available inventory.
- Applies hazardous material handling fees and shipping constraints.
- Submits a compliant, accurate quote with all regulatory disclaimers.
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💻 IT Resellers and VARs (Value-Added Resellers)
Scenario: A corporate buyer requests a quote for 20 laptops, docking stations, and enterprise software licenses.
How the AI agent helps:
- Matches the requested SKUs to vendor catalogs and current stock levels.
- Checks customer-specific pricing tiers and bundles where applicable.
- Generates a formal quote document and sends it for customer review.
- Logs the interaction in the CRM and sets a follow-up task if there’s no response.
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🧰 Spare Parts Suppliers (e.g., Automotive, Aerospace)
Scenario: A fleet manager needs a quote for multiple spare parts, some with obsolete part numbers.
How the AI agent helps:
- Recognizes and translates legacy part numbers into current equivalents.
- Cross-checks internal databases for stock, lead time, and pricing.
- Produces a quote with clear substitution details and warranty terms.
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🏥 Medical Device Distributors
Scenario: A hospital sends a request for surgical tools and consumables needed for an upcoming operation.
How the AI agent helps:
- Reads quantities, item codes, and urgency from the request.
- Validates pricing based on healthcare procurement contracts.
- Prioritizes urgent cases and alerts human agents for special handling.
- Tracks the quote and triggers follow-up reminders if no reply is received.
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Key features and benefits of Agentic AI
Streamlined agentic workflow for faster, more consistent sales quotes
Offloads low-value tasks from your sales team
Ensures quotes are compliant with commercial, regulatory and internal requirements
Reduces response time, improving customer experience and conversion rates
Scales with your team—handles hundreds of quotation requests in parallel
Integrates with various systems (e.g. CRM) for seamless end-to-end workflows
Maintains a complete audit trail for compliance and sales ops review
Built-in escalation logic prevents unauthorized or non-compliant quotes from being sent
Ready to automate your sales quotation with AI agents?
It is time to delegate the mundane, menial tasks to your own AI agent so that you can focus on closing deals and delighting your customers.