Quote maker
Turns an enquiry into a draft quote in your house style, with your prices, for approval.
Saves, estimated: ± 3 hours a week
Quote maker is an AI agent from Altramano for sales. An AI agent does a task that involves reading, assessing or writing, such as assessing an enquiry or drafting a reply. It puts it in front of you, or does it itself if you want it to.
What it does
- Reads the enquiry and picks out what the customer wants, how much and when.
- Sets up the lines of the quote with your price list and your terms.
- Writes the covering text in your house style.
- Puts the draft in front of you, with the enquiry beside it.
An example
- In
- A mail from a customer who wants 12 workstations fitted out, with a list of wishes and a preferred date.
- Out
- A draft quote in your house style with 12 lines from your price list, ready to send after your approval.
Integrations it uses
HubSpotContacts, companies, deals, lists and workflows in HubSpot, with 24 triggers such as a new deal or a changed stage.
PipedrivePeople, organisations, deals and activities in Pipedrive, with triggers on new or changed deals.
Google DocsCreate, read and update documents in Google Docs.
Microsoft OneDriveRead, upload and move files and folders in OneDrive, with a trigger on a new file.
GmailFind, send and answer mail in Gmail, with a trigger on new mail.
Microsoft OutlookFind, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.
SignhostCreating, starting, tracking and cancelling signing transactions in Signhost and pulling the signed document and the receipt, with a trigger at every status change.
GrippReading companies, projects, hours, quotes and invoices in Gripp, creating companies, projects, quotes, invoices and tasks and logging hours, with a trigger on every new invoice.
Where the limit lies
Every quote passes you first. A price that is not in your list it leaves open with a question.
Templates it bundles
| Sjabloon | Soort | What it does |
|---|---|---|
| Quote writer | AI agent | An assistant that turns a few notes into a tidy quote text in your own style. |
Frequently asked questions
Where does it get my prices?
From the price list you give it, as a table or a document. Anything not in it, it does not fill in.
Does the quote look like mine?
Yes. It uses your template and your terms. You cannot tell the difference from a quote you made yourself.
What if the enquiry is bespoke?
Then it drafts what it knows for certain and puts questions beside the rest. You fill in the rest.