Quotes and RFQs, drafted for your sales team
We build software that reads an emailed request or an RFQ, finds the right products, specifications and prices, and drafts the quote for you to approve. Sales follow-ups are tracked, so no quote goes quiet.
What we build
- Quotes drafted from an emailed or chat enquiry, ready for you to check and send.
- For complex RFQs, retrieval across your technical documents, price lists and past quotes, with the sources shown next to each line.
- Follow-ups on open quotes, drafted for you to approve or sent on rules you set.
- Each enquiry tracked from first message to quote to won or lost.
- A daily summary of the quotes that need you.
You stay in control
A person approves each quote, or lets small ones go out on their own once you trust the software. Complex quotes are tested on real examples before they run, and every quote shows where its numbers came from.
How it starts
We begin with one kind of quote, build it on sample data and then on your real requests, and add more once it pays off. You pay a fixed fee for each part, in stages.
Questions
Can software really draft a quote from an email?
Yes. A helper reads the request, finds the products and your price rules, and prepares a draft. A person checks it before it goes out, unless you choose otherwise.
Can it handle long technical documents?
Yes. For complex requests we build document search and retrieval across your specifications and price information, with the source shown for each line so a person can check it.
Can it follow up on quotes automatically?
Yes. A follow-up can be drafted for you to approve, or sent on its own on the rules you set.
How do you keep our documents private?
Your data sits in a space of its own that only your team can reach.
Twenty minutes, by phone or video, free.
Book an intro call