Automated Quote and Contract Generation
From inquiry to sent quote in minutes, not hours.
Quotes that write themselves
Creating quotes is time-consuming, repetitive work — copying data from CRM, adapting a template, calculating price, formatting PDF, sending. This entire process can be automated: from the incoming inquiry through document generation to delivery to the customer.
How the automation works:
- Input from form or CRM: Customer fills in a form, or a sales rep enters parameters.
- AI assembles the quote content: Based on your template and price list, generates personalized text.
- Automatic PDF formatting: A professional-looking document ready to send.
- Customer delivery: Sent automatically by email, with optional online signature.
- CRM logging: Quote recorded against the relevant opportunity automatically.