aiworx

AI quote creation

From enquiry to quotein minutes, not days.

An AI agent reads the customer enquiry, finds matching items and prices in your ERP or price list and builds a draft quote in your template. Your sales team reviews and sends it. If no reply comes, the agent reminds you to follow up.

Why quotes get stuck

The bottleneck is rarely the price.It is the time to the quote.

Whoever sends a clean quote first often has the edge. Yet enquiries wait, because putting a quote together is manual work.

  • Searching instead of selling

    Item numbers, current prices, discounts and lead times sit in different systems and spreadsheets.

  • Copying old quotes

    Similar quotes are used as templates. Old prices or wrong items slip through.

  • No follow-up

    Once the quote is out, there is no time left to chase it. Open quotes fizzle out.

Example calculation

One standard quote,created twice.

Reference values for a quote with five to ten line items. We measure your real times in the pilot.

Today, by hand

  • Read enquiry and work out the need10 min
  • Gather items and prices20 min
  • Write quote in the template10 min
  • Send and note a reminder5 min
per quote45 min

With an AI agent

  • Read, match items, build draftautomatic
  • Review, adjust, send10 min
  • Follow-up reminderautomatic
per quote≈ 10 min

Example calculation: at 20 quotes a week that is almost twelve more hours for talking to customers.

How it works

Six steps,one of them stays with you.

A person always does the review. The agent handles everything before and after.

  1. 1

    Read the enquiry

    From email, form, tender or attachment the agent captures what the customer needs, how much and by when.

  2. 2

    Pull items and prices

    It maps the need to your products or services and takes prices, discounts and lead times from your ERP, CRM or price list.

  3. 3

    Draft the quote

    The draft is built in your template, with a matching cover note and your terms. Missing details are prepared as a question.

  4. 4

    Review

    Your sales team sees the draft, the sources and warnings such as unusual quantities or margins below the minimum, and adjusts as needed.

  5. 5

    Send

    After approval the quote goes out by email and is stored with the customer in the CRM.

  6. 6

    Follow up

    After a period you define, the agent reminds you and prepares a short follow-up email as a draft.

In sales

Fits with what happensbefore and after.

  • Lead qualification first

    A second agent can assess enquiries up front: who is the company, how big is the need, how urgent is it? The most important enquiries land on your desk first.

    AI in sales
  • Enquiries from the inbox

    Many enquiries arrive by email. The agent can work right in the sales inbox and also sort and answer the other emails.

    AI email automation

Integrations

Prices from your systems,not from memory.

The agent only works with data from your sources. So prices and items match what you actually deliver.

  • SAP
  • Outlook
  • Microsoft Teams
  • SharePoint
  • Google Drive
  • Shopify
  • and ERP, CRM or Excel price lists

Process & pricing

Your first automated quotein a few weeks.

  1. Step 1

    30 min · free

    Intro call

    We look at your enquiries, your quote template and where prices and items live today.

  2. Step 2

    2 to 4 weeks · from €2,500

    Pilot

    We build the agent for your most common quote types and measure the time saved.

  3. Step 3

    ongoing · from €250 / month

    Operation

    The agent works alongside your sales team. We monitor, improve and extend it to more products.

All prices net, plus VAT.

Frequently asked questions

What does AI quote creation cost?

A pilot starts at €2,500, ongoing operation at €250 a month. We give you the exact price after the intro call, once we know your quote types and systems. All prices net, plus VAT.

Does it work for complex or custom quotes?

Yes, as long as there are recurring building blocks such as standard items, hourly rates or packages. The agent assembles these and marks where your sales team needs to calculate individually. Entirely new custom solutions remain manual work.

Where do the prices come from?

Only from your sources: ERP, CRM, price list or costing sheet. The agent does not invent prices. If it finds no matching item, it flags the line for clarification.

What if the agent assigns an item incorrectly?

Every quote is reviewed by a person before it is sent. The agent shows where each line comes from and points out anything unusual. Corrections feed into the next drafts. Every step is logged.

Is it GDPR-compliant?

Yes. We implement in line with GDPR and agree together which customer and price data the agent may use. More in our article on AI and data protection.

Which ERP or CRM does it work with?

With SAP and almost any system that has an interface. If prices sit in an Excel list, the agent works with that too. In the intro call we clarify what you have in place.

Free intro call

In 30 minutes you'll knowwhere AI pays off for you.

Free and without obligation. You talk directly to a founder, not to sales.

Maximilian Glas

Maximilian Glas

Founder & CEO

Prefer to write or call?

How the call works

  • 30 min
  • Online
  • Free

Free and without obligation. Reschedule or cancel anytime via the link in your invitation.

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