Every quote that starts from a blank document is time you already paid for once. Quotation assembly pulls catalog items, customer inputs, and pricing rules into a draft your team can approve in minutes instead of rebuilding the same math by hand.
Why the usual fixes fail
- Copy last quote and edit. Errors compound; discounts drift.
- Salespeople as pricing engines. Inconsistent margins and slow replies.
- CPQ projects that never finish. You can automate the 80% path without a multi-year suite.
How the system works
- Intake. Job details from form, chat, email, or CRM opportunity.
- Assemble. Line items, quantities, and rules-based pricing from your catalog.
- Draft. PDF or CRM quote object ready for review.
- Approve and send. Human clicks send (default); automation optional later.
- Log. Opportunity stage, quote version, and outcome in the CRM.
What it plugs into
CRM products/price books, docs, and email. Built on AI Automation and AI Agents & RAG. Upstream docs: invoice processing. Downstream chase: Sales Agent.
Timeline and next step
First catalog path usually live inside two to three weeks. Book a free discovery call or run the free ops audit.
