Quotation generator agent.
Assembles structured, on-brand quotations from your price book, costing logic, and project context — in seconds.
What it replaces
The bespoke spreadsheet, copy-pasted from the last similar job, reformatted by hand, exported to PDF. The version that always ends up with someone's old logo or a stale unit rate.
What it does
- Pulls line items from your maintained price book with current rates.
- Applies your costing logic — markups, discounts, tiered pricing — without anyone having to remember it.
- Generates a PDF in your house style, ready to send.
- Saves the quotation as a structured record so it can be reused, revised, or converted to a project with one click.
Other topics in this category.
RFQ processor agent
Reads incoming RFQs from email or PDF, matches line items to your SKU master, and drafts a structured quotation for the rep to review.
Payment reminder agent
Drafts customer-appropriate payment reminders the moment an invoice goes overdue — escalating tone over time, always under human approval before sending.
Inventory alert agent
Watches stock levels, lead times, and demand patterns — alerts the right person before a stockout becomes a missed sale.
Document checker agent
Reads incoming documents — DOs, invoices, POs, contracts — and flags discrepancies before they become disputes.
Start with a workflow audit.
Two weeks. We study your operations, map where software and agents create the most leverage, and show you exactly what a custom system would look like for your business — before you commit to building anything.
You walk away with
- A workflow map
- A system architecture proposal
- A phased build plan
- A fixed-price quote
- You don't need another SaaS subscription that almost fits.
- You don't need an ERP rollout that takes two years.
- You don't need to become a software builder yourself.
- And you shouldn't have to buy custom software from a static PDF.
Any workflow. Any system. any.software.