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 an AI-native ERP and embedded 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.