Agent
Quote Agent
Quote agent for mid-market companies without SAP CPQ: read inquiries from email/PDF, match against the price list, generate a quote draft — 60–80% less manual quoting time, no CRM required.
The problem
Mid-market companies without SAP CPQ or Salesforce face the same problem:
- Inquiries arrive by email, PDF, phone — no structured intake channel
- Quote creation takes hours to days, often in Excel or Word
- No CRM, or only a half-maintained one
- SAP CPQ and Salesforce CPQ are too expensive and too complex for the Mittelstand
- Pricing and terms knowledge lives in individual employees' heads
What our quote agent does
- Reads incoming inquiries (email, PDF, web form)
- Extracts line items and matches them against the product catalog and price list
- Generates a quote draft in the customer's corporate design
- Hands the draft to humans for approval — sent only after confirmation
- Flags deviations and special requests for manual review
- Learns from corrections and becomes more accurate over time
No CRM required
The agent works with email and an Excel price list as a minimum. No CRM needed, no lengthy rollout, no vendor lock-in.
Typical impact
An inquiry that used to take sales 30 to 90 minutes of manual work — typing line items from the request, looking up prices, building the layout — is drafted by the agent in two to four minutes. Sales reviews, corrects where needed, and sends.
At 50 inquiries per month, that's a full-time position. At 200 inquiries per month, it's two. We calculate the concrete impact per provider in advance.
For whom
Mid-market companies with 50 to 500 employees that don't have SAP CPQ and want to speed up their sales process.
Contact
We calculate the ROI for your specific case in advance. Get in touch or ask the agent above.