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SALES
Automate quote creation in sales
From days to minutes: we create every quote with your prices and terms on the spot so you close more deals without errors or bottlenecks.
Automate quote creation in sales
Automating sales quote creation is deployed over your current systems and flows, with human supervision and traceability. Before automating we define which task, which exceptions and what outcome is acceptable.
We work from Barcelona and Madrid and remotely across Spain, Europe, LATAM and the United States. The agent is designed for your real process, not the other way round: integrations, permissions and milestone control.
We hand over the agent, its configurations, repositories and documentation in accounts owned by your company, without lock-in and with the ability to audit or rotate credentials.
From days to minutes: we create every quote with your prices and terms on the spot so you close more deals without errors or bottlenecks.
THE CHALLENGE
sales quote creation
Leaving sales quote creation to a person is slow and leaves room for error; automating it without governance is a risk. The sweet spot is an agent with rules, exceptions and control.
Repetitive proposal drafting
Every quote is written from scratch by copying data from catalogs and spreadsheets.
Pricing and discount errors
Prices are calculated by hand and proposals often go out with outdated rates.
No offer follow-up
It is impossible to know which quotes were sent, won or lost without checking emails one by one.
APPROACH
sales quote creation
An agent with rules, exceptions and milestone control.
Centralize the price base
Approved rates and discounts are unified in a single consultable source.
Templates with variable fields
Offer templates are defined and filled automatically with customer data.
Pre-send sales validation
A sales rep reviews and approves proposals before sending them to the customer.
Track the status of each offer
Every quote is traced with its status and change history.
DELIVERABLES
sales quote creation
An operational, traceable agent under your control.
Centralized price base
Approved rates and discounts in one source for all quotes.
Automated offer templates
Proposal models that fill themselves with customer and product data.
Sales approval flow
A review and sign-off circuit before sending to the customer.
Open offers dashboard
Visibility of the status and history of every sent quote.
TRUST
AI applied to real processes with supervision
AI agents with human supervision, traceability and milestone control since 2008, in Barcelona and Madrid and remote. Code and documentation under your control, without lock-in.
- A clear task and success criteria before automating.
- Human supervision with milestone and exception control.
- A measurable first release before expanding scope.
- Code, configurations and documentation under your control.
FAQ
Questions about automate sales quote creation
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