Quotation Agent
Meet Shannon McKenzie
Gathers job requirements and prepares business quotations using only your approved pricing and policies.
Problems it solves
- ◆Hours spent on back-and-forth for quote details
- ◆Inconsistent pricing between staff
- ◆Quotes that go out and are never chased
- ◆No record of how a price was reached
What it does
- ◆Interview customers about their requirements
- ◆Identify missing information and request photos or files
- ◆Use your approved catalogues and pricing rules
- ◆Calculate and generate professional quote documents
- ◆Manage versions and statuses
- ◆Send drafts for approval
- ◆Follow up outstanding quotes
- ◆Update CRM and accounting systems where connected
Channels
- ◆SMS
- ◆Website chat
- ◆Voice
Integrations
- ◆Accounting / invoicing
- ◆HubSpot CRM
- ◆Website widget
Availability confirmed during setup.
Typical workflows
- ◆Customer requests a quote → guided questions → draft quote
- ◆Quote over your threshold → sent to you for approval
- ◆No reply after set days → polite follow-up
What we need from you
- ◆Service catalogue and price lists
- ◆Pricing rules, taxes and discount limits
- ◆Approval thresholds
- ◆Quote template and terms
Human approval & safeguards
- ◆Never invents prices, taxes, discounts or terms
- ◆Never exceeds configured limits
- ◆Human approval where your rules require it
- ◆Full audit trail of calculations and changes
Outputs & reports
- ◆Quote documents with version history
- ◆Quote status and conversion report
- ◆Calculation audit trail
Pricing
One-off setup fee, monthly subscription, plus usage (voice minutes, SMS, email). Contact us for a tailored quote.