Leads and quotes
From first contact to quote, before interest cools.
An agent that replies to the contact, gathers what they need and prepares a draft quote for sales.
From request to reviewed draft
The example shows the sales pipeline with a qualified contact and, alongside it, the draft quote the salesperson reviews.
What you can do
- Qualify the contact. Asks the agreed questions: need, quantity, timing and contact.
- Prepare the draft. Builds the quote from the catalogue and ERP price lists, without inventing prices.
- Hand over to sales. Records the lead and draft in the CRM and notifies sales.
How the work flows
An example with fictional data to explain the workflow, not a customer case.
Incoming request
An example customer asks for a price for two units of Product A.
Questions and draft
The agent confirms timing and delivery and prepares the draft.
Review and send
The salesperson reviews the draft and sends it.
Connections and control
- The catalogue and price lists come from the ERP and the lead is stored in the CRM.
- A salesperson reviews and sends the quote. Discounts, special terms and deadlines are decided by a person.
- Layered protection: personal-data filters and access control. Masking hides identifiers; it does not make the data anonymous.
- Qualification questions and priorities are agreed with the sales team.
Frequently asked questions
Does the agent send quotes on its own?
It prepares the draft. A salesperson sends it, except standard quotes the company authorises.
Where do the prices come from?
From the ERP price lists and catalogue or the source the company specifies. It invents no prices or discounts.
Does it work with our CRM?
With the CRMs on the integrations page.