← Back to AI Agents
Live System

Pre-Sales Quote
Copilot

A smart sales operations agent that turns messy customer requests into structured, priced, approval-ready quotes — built for distributors, IT suppliers, equipment vendors, and B2B sales teams.

Built forDistributors & B2B sales
Core jobRFQ → priced quote
StatusLive system
Request a Demo →
Book a Consultation
// who it's for
// Built for

Distributors, IT suppliers,
equipment vendors & procurement teams.

Any B2B sales team that handles a steady stream of RFQs and spends hours manually matching requests to products and pricing rules.

// what it does
// The complete flow

From raw request
to priced, approval-ready quote.

It reads a customer request or RFQ, extracts the requirements — product type, quantity, specs, warranty — checks your catalogue and margin rules, matches a suitable product, calculates pricing including VAT, and creates a manager approval record automatically.

Takes RFQ / customer request details as input
Extracts product type, quantity, specs & warranty
Reads your product catalogue data
Applies your pricing and margin rules
Matches the most suitable product
Calculates subtotal, VAT, and grand total
Saves the quote request and generated quote data
Creates a manager approval record automatically
Sends manager approval emails
Flags incomplete RFQs and alerts the team
Google Sheets / catalogue Email CRM (optional)
// quote-to-cash
// Paired with the PDF Generator

Part of a bigger pipeline.

The Quote Copilot hands off to the Approved Quote PDF Generator — together they take a request all the way to a delivered, professional quotation.

1
Customer RFQ
→
2
Requirements extracted
→
3
Product matched & priced
→
4
Manager approval created
→
5
PDF Generator takes over →
// business outcome
// Why it matters

Faster quotes.
Fewer mistakes.

Speeds up pre-sales response time
Reduces manual product matching
Reduces pricing mistakes
Creates consistent, structured quote records
Makes manager approvals easier to track
Helps sales teams respond before competitors do
// frequently asked
// Common questions

Questions about the
Quote Copilot.

It reads your existing catalogue data and matches requirements against it using your pricing and margin rules — it doesn't invent products.
Incomplete requests are saved and flagged with an alert, rather than guessed at — so nothing gets quoted on bad information.
Yes — every generated quote creates a manager approval record before it moves forward.
Yes — VAT and totals are calculated according to the rules you set during setup.
// open your portal

Ready to stop quoting
by hand?

Tell us how your team handles RFQs today. We'll design the system that prices them tomorrow.

Start a Consultation →