Automate Quote Generation
Generate accurate, branded quotes in minutes — not hours — with an AI agent that handles pricing, VAT, document creation, and follow-up automatically.
Time savings
| Task | Manual | Automated |
|---|---|---|
| Gathering product/service pricing data | 25 minutes | 1 minute |
| Drafting and formatting the quote document | 30 minutes | 2 minutes |
| Sending quote to prospect and logging in CRM | 10 minutes | 30 seconds |
| Following up on unseen or expired quotes | 15 minutes per quote | 0 minutes (automated) |
Process breakdown
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Capture quote request
AutomatedAI agent receives a quote request via WhatsApp, email, or web form and extracts key details: product/service, quantity, delivery requirements, and customer profile.
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Retrieve pricing and availability
AutomatedAgent queries the pricing database or ERP to pull current rates, applicable discounts, VAT (5% UAE standard), and stock or capacity availability.
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Generate quote document
AutomatedA branded PDF quote is generated using a pre-approved template, populated with line items, totals, VAT breakdown, validity period, and payment terms.
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Human review and approval
HumanFor quotes above a defined value threshold (e.g. AED 50,000), a sales manager reviews and approves the quote before it is sent.
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Deliver quote to prospect
AutomatedApproved quote is sent to the prospect via WhatsApp or email, with a read-receipt trigger logged automatically in HubSpot.
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Log and track in CRM
AutomatedQuote details, value, and expiry date are recorded in HubSpot, and the deal stage is updated to 'Quote Sent'.
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Automated follow-up sequence
AutomatedIf the quote is not accepted within 48 hours, the agent sends a follow-up message and flags the deal for a sales rep if still unresponsive after 72 hours.
Instant Pricing Lookup
AI pulls current rates, discounts, and availability from your pricing database or ERP the moment a request arrives.
Branded PDF Generation
Quotes are auto-populated into your approved template with line items, UAE VAT breakdown, and payment terms — ready to send.
Threshold-Based Approval
High-value quotes are automatically routed to a sales manager for review before delivery, keeping oversight where it matters.
WhatsApp & Email Delivery
Quotes are sent directly to prospects via their preferred channel, with read-receipt tracking logged in your CRM.
Automated Follow-Up
If a quote goes unacknowledged, the agent sends timed follow-ups and escalates to a sales rep after a defined window.
CRM Sync & Deal Tracking
Every quote is logged in HubSpot with value, expiry, and status, keeping your pipeline data accurate without manual entry.
FAQ
Can the agent handle multi-currency quotes for international clients?
Yes. The agent can generate quotes in AED, USD, EUR, or other currencies based on the customer's profile, applying current exchange rates from a configured source.
How does UAE VAT get applied to quotes?
The agent applies the standard 5% UAE VAT automatically, with the option to flag zero-rated or exempt items based on your product catalogue configuration.
What happens if a prospect requests a revision?
Revision requests received via WhatsApp or email are detected by the agent, which flags the original quote in the CRM and notifies the assigned sales rep to update and reissue.
Can quote templates be customised per product line or client segment?
Yes. Multiple templates can be configured — for example, separate layouts for retail clients, government tenders, or free zone entities — and the agent selects the appropriate one based on the request.
Start generating quotes in minutes, not hours
Set up an AI agent that handles your entire quote workflow — from request to follow-up — so your sales team focuses on closing, not paperwork.