Quotation automation · Updated 3 October 2026

Send a quote in minutes, not days

A quote that takes four minutes of work often takes four days to reach the customer: an inbox, a forward, a reminder, a sign-off. An AI agent removes the waiting, not the checks.

Why quotes are slow

The pricing itself is rarely the problem. The time goes in between:

the enquiry sits in an inbox or a salesperson's WhatsApp;
someone has to look up the price list, the stock and the customer's terms;
a discount needs a manager's yes, and the manager is in a meeting;
the quote goes out after the customer has already asked "any update?" twice.

Every hour a quote waits is an hour a competitor can answer first.

How the agent handles a quote

The enquiry arrives on WhatsApp or email: "Can you send a quote for 40 units of the 2-inch valve?"
The agent reads it, including a vague or Hinglish message, and asks one short question if something is missing (size, delivery city, GST number).
It prices the order from your price list and the customer's terms, and checks stock, in the sheet or system where those live.
It follows your approval rules. Under your limit, the quote goes straight out. Above it ("over ₹1 lakh", "discount above 5%"), the agent asks the right person on WhatsApp, with the numbers, and waits for a yes.
It sends the quote to the customer, updates the CRM, and logs each step with the time it took.
It follows up if the customer goes quiet, and hands over to a salesperson the moment they want to negotiate.

What stays with your team

Approvals above your limits, special pricing, negotiation, and anything the agent is unsure about. The agent never invents a price: if the item is not on the list, it says so and passes the enquiry to a person.

What you need to start

The channel enquiries come in on (a WhatsApp Business number, an email inbox).
Your price list and terms, in a sheet or a system with an API.
Your approval rules, written as you would explain them to a new hire.

What it costs

No seats or subscription. A WhatsApp conversation the agent handles costs ₹0.30 for 24 hours, AI included, plus Meta's message charge at cost. See pricing, or book a demo and bring one real enquiry: we will run it live with you.

Questions

How do I automate quotations?

Write down how your team prices a quote and when it needs approval, keep the price list where software can read it (a sheet, an ERP, a CRM), and let an AI agent take enquiries from WhatsApp or email, price them, ask for approval where needed and send the quote.

Can an AI agent send quotations on WhatsApp?

Yes. It can reply on your WhatsApp Business number with the quote as a message or a PDF, inside the 24-hour window after the customer writes, and follow up with an approved template after that.

What if the customer asks for a discount?

The agent applies only the discounts your rules allow. Anything beyond that goes to the person you name, with the context, and the agent tells the customer someone will confirm.

Will it quote a wrong price?

It prices only from your list and terms. If a product or price is missing, it does not guess: it hands the enquiry to your team.

Does it work for B2B distributors and manufacturers?

That is where it helps most: many small repeat enquiries, a known price list, and approvals that depend on value and customer.

Try it on your own number

Describe your agent in plain words, test it in a chat, and put it on your WhatsApp. $5 free to start, no subscription.

Start free Book a demo