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AI agentQuote writer

Writing a quote with AI

An assistant that turns a few notes into a tidy quote text in your own style.

Quote writer is AI agent in Altramano for sales: an assistant that turns a few notes into a tidy quote text in your own style.

It works with Microsoft Outlook.

AI agent · department Sales

What it does

Give it the customer, what you are delivering, the price and the terms in note form. The assistant writes a clear quote text (introduction, what we do, price, schedule, terms) and puts it ready as a draft mail. Upload your terms and earlier quotes to the knowledge base and it keeps to your own wording.

What you need

  • Microsoft Outlook — find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail, connected through logging in to the service.

How does writing a quote work with AI?

An AI agent works with its own instructions and its own sources, which you start in the Studio or from an automation.

Give it the customer, what you are delivering, the price and the terms in note form. The assistant writes a clear quote text (introduction, what we do, price, schedule, terms) and puts it ready as a draft mail. Upload your terms and earlier quotes to the knowledge base and it keeps to your own wording.

Microsoft Outlook: find, send, answer and draft mail in Outlook and pull attachments, with a trigger on new mail.

Everything runs in your own environment in Amsterdam. You set the limit: what falls within it runs by itself; what falls outside it comes to you first. Every run is there to read back step by step in Runs.

Read what an AI agent does for your team

Who it's for

For sales: leads, quotes and follow-up. How fast you answer decides your chances. Those hours go into calling and visiting, instead of into retyping quotes and keeping track of follow-up.

This department comes into play in installation companies, wholesale, consultancies and business services, property and estate agents, landscaping and grounds maintenance and staffing and recruitment agencies.

How to install it

  1. Choose the template in your environment under Templates.
  2. Give the AI agent its sources: documents, a mailbox or a table.
  3. Try it in the Studio and adjust the instructions wherever you like.

The full manual (what it is for, what you get, what you need, step by step, testing, errors with cause and remedy) sits with the template in your own environment.

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Frequently asked questions

What do I need for Quote writer?

Microsoft Outlook and a Altramano environment.

Which department is Quote writer for?

Sales, in industries such as installation companies, wholesale and consultancies and business services.

What is an AI agent?

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. It works with its own instructions, sources and tools. You start it in the Studio or from an automation.

Does it make answers up?

It works only with the sources you give it and refers to them. If something is not in there, it says so.

More for sales

SjabloonSoortWhat it does
Follow-up sequence after a quoteautomationThree days after a quote, a friendly follow-up mail, always for approval first.
Quiet quotes after 14 daysautomationEvery week, a list of quotes nothing has happened on for two weeks.
Sales appointment → preparationautomationEvery morning, a preparation for each of today's sales conversations: customer, earlier mail, quotes.
All 11 templates for sales

Templates are updated in your Altramano environment.

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