AI agent · Sales
Quote & Proposal Agent
Turns a brief or a call transcript into a priced, branded proposal for your review in minutes.
- Steps in the workflow
- 5
- Systems connected
- 4
- Channels
- 2
- Typical build time
- 3–5 wks
How does the Quote & Proposal Agent work?
Each step below is part of the real workflow. The packets show data moving from one step to the next.
Step 1 · Trigger
Brief or call transcript arrives
Step 2 · AI step
Extract scope, quantities, deadlines
Step 3 · System action
Apply your price list and rules
Step 4 · Human
Salesperson reviews and edits
Step 5 · System action
Send PDF and track opens
How much time could it save you?
Move the sliders to match your business. The estimate updates as you go.
Hours saved per year
468
Staff time value
AED 28,080
Your inputs × 52 weeks. Before running costs; see the automation ROI calculator for payback.
What do you get?
- Workflow design and written limits for the agent
- Integration with Price list (Sheets/ERP), Docs / PDF, Email, CRM
- Arabic and English replies, tested with real messages
- Human hand-off with full conversation history
- Logs and a monthly accuracy and savings review
- Hosting, monitoring and updates (optional managed plan)
Quote & Proposal Agent: questions
What does the Quote & Proposal Agent do?
Turns a brief or a call transcript into a priced, branded proposal for your review in minutes.
How long does it take to build the Quote & Proposal Agent?
Typically 3–5 weeks from kick-off to launch, including testing with real, anonymised conversations from your business.
Does it work in Arabic?
Yes. It understands and replies in Arabic and English, and switches to match the customer.
Which systems does it connect to?
Price list (Sheets/ERP), Docs / PDF, Email, CRM. We can connect other tools your team uses through their APIs.
What happens when the agent is not sure?
The flow includes a human step: it asks a person to confirm before acting, and hands over the full conversation.
How do you measure whether it works?
We track time to quote, win rate, and review results with you every month.
Which channels does the Quote & Proposal Agent work on?
Email and Website form. It can be added to more channels later without rebuilding its knowledge or logic.
Which businesses use the Quote & Proposal Agent?
It is most often used in services, construction and b2b, and adapts to other sectors with the same kind of workload.
How does the Quote & Proposal Agent work, step by step?
1. Brief or call transcript arrives 2. Extract scope, quantities, deadlines 3. Apply your price list and rules 4. Salesperson reviews and edits 5. Send PDF and track opens
Is the Quote & Proposal Agent a big project?
It is a mid-sized build: it connects to two or three of your systems and takes actions such as booking or creating records.
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- SalesWebsite Sales AssistantA chat assistant trained on your services, prices and FAQs that answers visitors and captures their details.
- SalesAppointment Booking AgentFinds a free slot, books it, sends reminders and reschedules, so the front desk stops playing phone tag.
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Launch the Quote & Proposal Agent in 3–5 weeks.
Tell us what you need. An engineer replies within one working day.