Your pricing logic encoded once and applied identically every time — producing a branded quote while the customer is still interested.
At a glance
Everything that usually decides it, before the detail below.
In detail
Quoting is where margin quietly leaks: the same job priced three ways by three people, discounts given because it was late, and quotes that arrive two days after the customer asked. We encode your price list, volume tiers, discount limits and approval thresholds once, and the agent applies them the same way every time — producing a finished, branded document from an enquiry in minutes.
Parameters and terms
Tell us which process is costing you the most hours. The first consultation and the process audit cost nothing, and you keep the findings either way.
Request this agentNo obligation — we confirm scope and price before anything is built.
Or just call us
Who it is for
Companies where quoting is frequent, rule-driven, and currently done by whoever has the time.
Material, labour, tooling and volume tiers combined into one number. The rules exist; they are just held in one or two people's heads.
Customer-specific price lists, volume breaks and framework agreements — high volume and entirely rule-driven, which is the ideal case.
Agencies, installers, logistics and maintenance, where a quote is an assembly of known rates and the delay is purely administrative.
The classic bottleneck. When that person is on holiday, quoting stops — and the agent removes that dependency entirely.
Before we start
Your pricing logic, written down properly for the first time.
Setup
Autonomous inside your limits, approval above them, running in our managed cloud or your own tenancy.
How much it decides
The agent prepares everything and a human approves before anything leaves the building. Slower, and the right choice while you are still establishing how often it is correct.
The agent acts on its own within the rules you set, and escalates whatever falls outside them. Almost every client arrives here gradually, one process category at a time, rather than on day one.
Where it runs
We host, monitor and maintain the agent, and you pay nothing for infrastructure. The fastest way to production and the usual choice for a first agent.
The agent runs inside your cloud tenancy or on your servers, so your data never leaves an environment you control. Common in banking, healthcare and the public sector.
Processing happens in our environment while the sensitive data stays in yours, connected over a restricted interface. A practical middle ground when policy and speed pull in different directions.
This is the agent where the approval threshold matters most, and we spend real time on it during the design phase. Standard configurations inside your normal margin go out on their own; anything involving a new customer, an unusual volume, a non-standard specification or a discount beyond the limit routes to a named person with the calculation shown. Most clients set that threshold cautiously at first and relax it once they have watched a few hundred quotes come out correct.
Process
From pricing that lives in someone's head to a rule set that runs itself.
The longest phase, and the one that pays for itself. We reconstruct the rules you actually apply — including the exceptions nobody wrote down — and hand them back as a document. Clients regularly find inconsistencies here before any software is built.
The logic is encoded and tested against your historical quotes: the same inputs must produce the same outputs your team produced, or we find out why not. The document template and terms are built in parallel.
Real enquiries are quoted by both the agent and your team. Differences are examined one by one — sometimes the agent is wrong, and quite often the rule was.
The agent quotes inside the thresholds you set and escalates above them. We review the escalation rate monthly and tighten or relax the limits against what actually happened.
Good to know
That is what almost every client says in the first meeting, and the discovery phase is designed around it. Exceptions are rules with conditions attached — the question is only whether there are twelve of them or two hundred. We find out before you commit, and we will tell you if the answer is that automation is not worth it.
No, deliberately. A genuinely novel configuration escalates to a human with everything it could assemble already prepared. Quoting is one place where a confident guess is far worse than a short delay.
The margin floor is a hard constraint, not a guideline — the agent cannot produce a quote below it, and a request that would require one becomes an escalation. In practice quoting agents tend to raise average margin slightly, because they never give a discount out of fatigue.
If your ERP has an API, yes — we read the price and stock data from it and write the quote back against the deal. Where there is no API, we work from a scheduled export, which is less elegant but perfectly workable.
You are, commercially — which is exactly why the thresholds and parallel running exist. We do not ask you to trust it; we ask you to watch it match your own team for several weeks first, and keep the limits wherever they make you comfortable.
Keep going
Companies often pair this agent with one of these.
Supplier feeds to live listings, no retyping
For shops that add products faster than a person can describe them. The agent ingests supplier feeds in whatever shape they arrive, writes descriptions that read like a human wrote them, translates them into every market you sell in, and pushes complete, SEO-ready listings into your store.
Automated email handling with your tone of voice
Your shared inbox stops being a queue. The agent reads each incoming message, classifies it, pulls the customer's history from your CRM and drafts a reply that matches how your company writes. Routine confirmations go out on their own; anything sensitive waits for one click from you.
Tell us how the process runs today and we will map it, quote it, and tell you honestly if automating it is not worth your money.
Contact usOr just call us
Pick a slot that suits you — 30 minutes, online, no preparation needed.
