The quote that writes and chases itself
From a call or email, your quote drafts itself, sends itself, and chases itself until the job is booked.
The problem
You spend hours transcribing calls, building quotes, and following up. Quotes sit in inboxes, forgotten, while you chase them manually. A single missed follow-up loses a job.
What AI makes possible now
An AI agent listens to your phone calls or reads your email threads. It drafts a detailed quote in your quoting tool or CRM. It sends the quote to the client and follows up with personalised reminders on a schedule you set. When the client accepts, it books the job into your calendar and notifies your team.
How it works
- You forward a call recording or email thread to the agent.
- The agent generates a quote with line items, pricing, and a cover note.
- The agent sends the quote and follows up with personalised reminders until the client responds.
- When the client accepts, the agent books the job into your system and sends a confirmation.
The first thirty days
Within 30 days, you get a working agent that drafts quotes from call transcripts and standard email templates. It sends and chases quotes via email, with a human approval step before the first follow-up. It integrates with your existing CRM or spreadsheet.
How it earns
It saves a salesperson 10+ hours a week on quote admin and follow-up. It shortens the time from enquiry to booking, turning more quotes into jobs.
Why now
Voice transcription and language models are now accurate enough to draft reliable quotes. The cost of running the agent is a fraction of a salesperson's time.
First customers
Trade suppliers, electrical wholesalers, or B2B service firms that quote daily from calls and emails.
The hard part
The hardest part is ensuring the agent's pricing and terms are always correct; a human must review the first draft and set pricing rules.
Build this with us
We build the quoting agent that pulls from your call transcripts and email, drafts and sends the quote, and chases it until booked. If you would like a quote that works while you are on site, reach out to Nexibeo to apply.