An AI quoting agent turns an enquiry into an accurate quote — reading the request, applying your pricing rules, and sending it for approval or straight to the customer. We build this quote automation for small teams whose quoting is a bottleneck: connected to the pricing you already run, held to your approval thresholds, and handed over so your team owns the rules.
A quoting agent is only worth having if the numbers are ones you would sign off. This is the split we build it to.
Read the request as written
Pulls the quantities, specs and options out of a free-text email or form, so a messy enquiry becomes a structured request without someone re-keying it.
Apply your pricing rules
Prices against your own rate card, tiers, discounts and margin rules — not a guess — so the number that comes out is one you would have signed off.
Assemble the quote
Builds the line items, totals and terms into your quote format, ready to send, rather than leaving a rep to copy-paste from a spreadsheet.
Respect approval thresholds
Sends straightforward quotes automatically and holds the ones that cross a discount or value threshold for a human to approve first.
Send, log and track
Delivers the quote, records it against the customer, and follows what happens next — accepted, ignored, or worth a nudge.
Flag what it cannot price
When a request is bespoke or missing information, it asks for what it needs or hands the enquiry to a person, instead of inventing a number.
Answer inbound quote requests fast
The gap between an enquiry and a quote is where deals cool. The agent closes it, so a prospect has a real number while they are still paying attention.
Handle configuration-heavy quotes
When a quote depends on options, quantities and rules, the agent works through the combinatorics consistently — the kind of quoting that is slow and error-prone by hand.
Quote outside business hours
Enquiries do not wait for Monday. The agent can price and respond overnight, with anything unusual queued for review in the morning.
Chase the quotes that went quiet
Sent quotes that were not accepted get a considered follow-up, so revenue is not lost to a rep simply forgetting to circle back.
The agent prices against your existing rate card and writes quotes into the system you already use — it does not replace your pricing. The engineering that makes it trustworthy is the integration and the guardrails: permissioned access to your pricing data, approval thresholds that hold, and a clear line between what it can send and what a human must see first. The NIST AI Risk Management Framework is the reference most teams use to draw that line.
- What does an AI quoting agent do?
- It turns an enquiry into a quote. The agent reads the request, extracts what is being asked for, prices it against your rules, assembles the quote in your format, and either sends it or routes it for approval. It is quote automation aimed at the repetitive, rule-based quoting that eats a sales team's time — not the bespoke deals that genuinely need a person.
- How do we know the quotes are accurate?
- Because it prices on your rules, not a model's improvisation. The rate card, tiers, discount logic and margin thresholds are encoded, and the agent shows its working on each line. Anything it cannot price confidently — a bespoke request, missing information — it flags rather than guesses. Accuracy comes from constraining it to your pricing logic and reviewing the edge cases, not from trusting a model to do arithmetic in its head.
- Does it connect to our pricing and CRM systems?
- Yes. It reads from wherever your pricing lives — a rate card, a product catalogue, a pricing tool — and writes quotes back to your CRM or quoting system. Integration is the bulk of the real engineering: giving the agent reliable, permissioned access to your pricing data and quote records.
- Will customers know a quote was generated by AI?
- The quote itself looks like your quote — your format, your terms, your branding. Whether you disclose the automation is your call; what matters is that a human owns anything unusual and that approval thresholds hold, so a customer never receives a number nobody at your company would stand behind.
- How much does it cost?
- It depends on how complex your pricing rules are, how many systems it touches, and where you set the approval thresholds. We scope one quote type — usually your most common, most repetitive one — before you commit to a build, so you can weigh it against your numbers. See the pricing page for how plans and integration work are structured.
- How long before it is producing real quotes?
- It depends entirely on how clean and codified your pricing already is — a clear rate card is fast, pricing that lives in someone's head is slower. Any agency quoting a fixed timeline before seeing your pricing logic is guessing. We prove one quote type end to end before expanding, so you are never sending customers auto-generated numbers from an unproven build.
- Do we own it, or are we locked in?
- You own it. The pricing rules, approval thresholds and quote templates are yours to read and change, and it is model-agnostic, so you are not tied to one provider. The intent is handover, not dependency.