Sales
Available
Quotation drafter
Reads an enquiry, picks the right items from your price list and drafts a quote for you to check and send.
Quick facts
- Runs
- Runs on every enquiry
- Needs
- Price list
- Access
- Read, and send with your approval
- Setup time
- About 5 minutes
- Plans
- Starter and up
What it does
-
STEP 1
Enquiry arrives
Someone asks for prices by email or through your form.
-
STEP 2
Matches your list
Picks the items asked for, using only your own prices.
-
STEP 3
Drafts the quote
Builds the lines, totals and your terms.
-
STEP 4
Waits for you
You check the numbers, then approve and send.
Runs on its own
- Reading enquiries
- Matching items to your price list
- Drafting the quote
Waits for your approval
- Every quote before it is sent
You can switch any task to automatic once you trust it.
What you tell it when setting up
| Question | Why it is asked |
|---|---|
| Your price list (needed) | One item per line: name, price, unit. |
| Terms to include | For example: Valid for 15 days. 50% advance. |
| Extra instructions | Used in the agent's instructions. |
Works well with
Start the Quotation drafter free
The free plan includes one agent and 100 runs a month.