Bots / Sales
Workflow example

Quote Bot

Turn customer requirements into a complete commercial package without rebuilding every quote from scratch.

Get the free starter kit ↗See how it operates ↓
Quote Bot Grok Bot mascotSales BotYou approve the final offer.
Operating model

What you provide.
What the Bot does.

The Bot starts with your rules and approved business records. It does not invent authority or make consequential decisions for you.

From your business

The inputs it needs

  • Products, services and price rules
  • Minimum margin and discount limits
  • Customer requirements and account history
  • The person with final commercial approval
Problems solved

The friction it removes

  • Quotes take too long to prepare
  • Pricing rules are applied inconsistently
  • Renewals arrive without preparation
  • Discounts are offered too early
Inside the routine

How Quote Bot operates

  1. 01

    Collect the requirements

    Organizes the requested scope, quantities, dates, customer context and open questions.

  2. 02

    Apply your rules

    Builds valid options using approved pricing, margin, tax, discount and term rules.

  3. 03

    Prepare the package

    Drafts the quote, assumptions, exclusions and recommended option in your format.

  4. 04

    Request approval

    Stops for the authorized person to review the terms before the quote is issued.

Build this role around your workflow

Give Quote Bot
a real job.

Bring the repeating work, the tools it touches and the decision you want to keep.

Get the free starter kit ↗

This is a workflow example, not a measured result or a separately supplied Bot. The free kit helps you define roles and test one workflow with your own tools.