Implementation time: 3 weeks
Our Smart Automation Quotation Generator automates your organisation’s entire quotation process. With this module, you can automatically generate quotes, which customers can view, compare, and approve directly via a personalised landing page.
A smart AI agent is ready to answer customer questions, clarify details, and can even finalise the quotation immediately. Once a customer approves, your sales team receives an automatic notification, and the order is seamlessly recorded in your CRM system.
- Conversion optimisation
What is included?
- Automatic quotation generation based on products, services and prices
- Personalised customer landing page for quotations
- AI agent that answers questions and can close deals
- Direct approval option for customers
- Automatic notifications to sales upon approval
- Integration with CRM systems and order processing
- Real-time reports of quotations and conversions
- Ability to customise templates and terms
- Secure, GDPR-compliant processing of customer and order data
- 1 year hosting, support & maintenance included
- SSL security and automatic backups
Use this Smart Automation if you:
- Want to issue and follow up on quotes faster
- Want to provide customers with a professional, digital experience
- Want to increase the conversion of quotes to orders
- Want to relieve sales of repetitive tasks
- Want orders to be automatically recorded in your CRM
- Want to maintain an overview of quotation and order statuses
- Want to automate and standardise your sales process
- Want to offer a 24/7 digital quotation process
- Want to quickly adjust and reuse quotes for similar requests