Quote Automation: from inquiry to quote in minutes.
Every customer inquiry — whether via email, web form, or attachment — automatically generates a calculated, verified quote. The AI extracts requirements, pulls prices and bills of materials from your ERP and CRM, and presents your team with a ready-made draft for approval.
What is quote automation?
Quote automation refers to software-based creation of sales quotes from incoming customer inquiries. Requirements are automatically extracted and linked with master data such as price lists, bills of materials, and terms from ERP and CRM systems to generate a calculated quote. AI-powered methods extend traditional CPQ configurators to handle unstructured input from email, forms, or attachments. Technical approval remains with your sales team.
Quote creation slows down your sales
In many industrial and mid-sized companies, quote creation is a manual, error-prone bottleneck — especially when speed determines whether you win the deal.
Long processing times
Extracting requirements from emails and attachments, looking up prices in ERP, calculating, formatting: every quote costs valuable hours — and your customer waits.
Lost deals
Whoever submits a reliable quote first often wins the deal. Delays in sales administration mean lost business to faster competitors.
Errors and inconsistency
Outdated prices, incorrect terms, or missed line items lead to margin loss, rework, and complaints — tying up additional capacity.
Four steps from inquiry to ready-for-approval quote
A seamless, transparent process — fully embedded in your existing systems.
Capture & understand inquiry
Incoming inquiries from email, web form, or attachment are automatically received. The AI extracts requirements, quantities, specifications, and customer context.
Pull data from ERP & CRM
Current prices, bills of materials, volume discounts, and customer terms are loaded directly from your systems via interfaces — no duplicate data management.
Calculate & draft quote
The solution creates a calculated quote in your corporate design, including line items, prices, and text — consistent and rule-compliant.
Review & approve
Standard cases run automatically; complex or margin-critical quotes are routed for approval to your team. You set the thresholds.
What you get
- Dramatically faster response times — quotes in minutes instead of hours or days
- Higher close rates through fast, professional initial quotes
- Consistent calculations with always-current prices and terms from ERP
- Freed-up capacity in sales administration for complex, advisory cases
- Fewer errors, less rework, and more stable margins
- Full traceability and control through defined approval workflows
Success depends on price lists, bills of materials, and CRM
An automated quote is only as reliable as its data foundation. Price lists, bills of materials, and terms must reliably come from your ERP; customer and opportunity data from your CRM — such as Salesforce, HubSpot, or Microsoft Dynamics. Existing CPQ configurators, rule sets, and your quote and document templates are integrated rather than replaced. With this diversity, there's no off-the-shelf standard solution.
That's why we embed an experienced Interim Manager directly into your organization — on-site, with understanding of your sales and calculation processes, as your direct contact managing the integration safely and quickly.
Learn how integration works- Price lists, bills of materials, and terms directly from ERP
- Integration with CRMs like Salesforce, HubSpot, or Microsoft Dynamics
- Integration of existing CPQ configurators and quote templates
- One responsible party on-site instead of interface ping-pong
- Change management so your sales team actually uses the solution
- Knowledge transfer to your team — you stay independent
Your savings potential in quote creation
Move the sliders and immediately see how much time, capacity, and money you can save annually. All values are transparent model calculations based on your input.
Frequently asked questions about quote automation
What is quote automation?
Quote automation is the software-based creation of sales quotes from incoming inquiries. Requirements are automatically extracted and linked with price lists, bills of materials, and terms from ERP and CRM to generate a calculated quote. AI methods extend traditional CPQ configurators to handle unstructured input from email, forms, or attachments. Technical approval remains with your sales team.
How quickly can a finished quote be created from an inquiry?
Depending on complexity and data quality, a calculated quote draft is typically ready for approval within minutes — instead of hours of manual work. You can estimate the concrete benefit for your volumes using the calculator on this page.
Does the AI create quotes fully automatically and without control?
No. The AI creates a calculated draft that follows a defined approval workflow. Standard cases can run automatically, while complex or margin-critical quotes are routed to your team for review. You set the approval thresholds.
Does this work with our CPQ, ERP, and CRM?
Yes. Price lists, bills of materials, and terms are pulled via interfaces from your ERP; customer and opportunity data from your CRM — such as Salesforce, HubSpot, or Microsoft Dynamics. Existing CPQ configurators and quote templates are integrated rather than replaced. Integration with your established system landscape is the key success factor and is managed by an Interim Manager on-site.
What happens with special calculations and complex configurations?
For configurable variants, the solution uses your CPQ logic and bills of materials. Special calculations, framework terms, or customer-specific prices that cannot be clearly derived from rules are flagged and routed to the appropriate calculation or sales team. Your margins stay under your control.
What happens with unclear or incomplete inquiries?
If the AI identifies missing or contradictory information, the process is flagged and forwarded to the responsible employee with specific questions. This ensures quality and prevents faulty quotes.
How long does implementation take?
This depends on the number of connected systems, data quality in ERP and CRM, and the complexity of your calculation logic. Typically, we start with a clearly defined use case that goes live quickly, followed by gradual expansion. We provide a realistic timeline after a brief review of your processes — no guesswork.
What does implementation cost?
A serious flat rate cannot be stated without understanding your situation. Effort depends on the systems to be connected, configuration scope, and desired automation level. During your free consultation, we provide transparent guidance on scope. The calculator on this page offers initial insight into potential benefits.
Ready to accelerate your quote creation?
In a no-obligation free consultation, we'll determine which inquiries in your company can be automated and what your realistic opportunity is.
Book a free consultation