AI Sales Quote Automation for SAP Business One
Reads the enquiry, fetches live rates, and drafts the priced quote inside your CRM.
Enquiries arrive by email and WhatsApp. The agent prices from your governed price list, rate contract or costing sheet, never from memory, routes the approval, and the versioned quote goes out the same hour. Then it chases every quote to an outcome.
The problem
Slow quotes lose orders you never hear about
The difference
Same enquiry. Two desks.
Monday, 10:12 am: “Please quote 12 MT PP granules, CIF Rotterdam, need by the 15th.” On the left, the quote chase as it actually looks. On the right, the same enquiry as one governed, text-driven pipeline: data in from every channel, price compared against your governed source, quotation out, chased to an outcome.
freight extra???
| ITEM | RATE | SOURCE |
|---|---|---|
| PP granules | $118?? | old email |
| freight | ?? | – |
follow up: tomorrow, promise
Why it matters
The growth already in your inbox.
Every enquiry you already receive is paid-for demand. Quoting it the same hour, chasing it to an answer, and holding the price inside your margin bands turns the same inbox into more revenue – without one new lead.
The first credible quote anchors the deal
Quotes that land the same hour set the benchmark every later quote is compared against. Late quotes negotiate against someone else’s number.
Silent quotes get an outcome
The follow-up clock touches every quote until it is won, lost or expired – with a reason logged. Lost-to-price versus lost-to-timing is next quarter’s pricing intelligence.
A wrong price is a discount nobody approved
One governed price source and margin-gated approvals mean the quote that leaves the building is one your CFO can stand behind.
How the agent works
Quote automation, from enquiry to priced quote.
The agent doesn’t run a fixed workflow – it reads, prices, gates, sends and chases, then hands the won quote to order entry. It gets sharper every outcome.
The enquiry
Product, grade, quantity, incoterm, need-by – from email, WhatsApp or web form. Incomplete spec gets clarifying questions, not a guessed quote.
Governed source
Rate contract → price list → costing sheet. It never invents a price – no source means a costing request, not a guess.
Every discount
At list, your team sends. Below list, the manager approves. Below the margin floor – a typed-reason release, on the record.
To an outcome
Versioned PDF out by email + WhatsApp, then validity and follow-up clocks run until it is won, lost or expired – with a reason.
Every outcome
Win, loss and expiry reasons compound into price realization and win-rate intelligence.
Best of both worlds
Product speed. Custom fit.
You shouldn’t have to choose between a rigid SaaS box and years of custom build. The agent is both.
A proven agent, ready to run
The pricing engine, the follow-up cadences, the SAP connector already exist. You’re live in under a week, on the SAP you already run – and your customers notice nothing except the speed.
Configured around your business
Your price lists, margin floors, approval bands and validity rules are configuration, not code. Need a custom rule or an integration into your stack? We build it around you – the way a custom-built system would, at product speed.
Governance, not vibes
Agentic where it earns trust. Governed where it counts.
Autonomy is a dial you set. The agent assembles, sends on your sign-off, and chases; every price that leaves is versioned and on the record.
No price leaves alone
Auto-assembled, human-sent. Below the margin floor takes a typed-reason release into the override register.
Your data stays put
Runs on-prem inside your SAP network. The cloud never connects in; your MIS data never leaves.
Every quote versioned
v1, v2 after the counter – the negotiation history is the record, and the final version is what the PO is checked against.
Why teams keep it
Built for how you run
- Native SAP Business One on HANA – on-prem or cloud
- Tax-aware by region – VAT and GST on quotes, incoterms, WhatsApp counter-offers
- One governed price source – rate contract → price list → costing
- Made-to-order friendly – no governed price means a costing request, not a guess
- Works with the SAP and the team you already have
What changes in weeks
- Quote turnaround drops from days to the same hour
- No enquiry unanswered, no quote left unchased
- Discounts stay inside bands – margin floors hold
- Win and loss reasons captured – pricing intelligence compounds
- Won quotes hand off clean to order entry
FAQ
Quote automation, answered
What is quote automation?
Software that turns a customer enquiry into a priced, approved, delivered quotation without manual assembly. The agent reads the RFQ, prices it from your governed price source, routes the right level of approval, sends the versioned quote by email and WhatsApp, and then chases it to an outcome.
Can AI read a customer enquiry and reply with a quote?
Yes. The agent extracts the product, grade, quantity, incoterm and need-by date from the email or WhatsApp message. If the spec is incomplete, it asks structured clarifying questions instead of guessing – then assembles the quote for your team to sign off and send.
How does the AI know our pricing and discounts?
It quotes only from your governed price hierarchy: rate contract first, then the effective-dated price list, then the costing sheet for non-standard items. It never prices from memory or an old email thread. Price-list updates are admin-controlled with effective dates and a change log.
Does the AI send the quote to the customer automatically?
No price leaves without a human. At or above list price, your sales owner sends. Below list within the band, a manager approves. Below the margin floor, it takes a commercial-head release with a typed reason into the override register.
Does it work for made-to-order manufacturing?
Yes – that is exactly where guessed prices hurt most. When no governed price covers an item, the agent raises a costing request instead of inventing a number, and quotes once the costing sheet exists.
What happens when the customer negotiates?
A counter-offer creates the next quote version, and every version re-enters the margin gate – a discount in round three gets no free pass. The version history is the record of how the deal moved, and the final accepted version is what the purchase order is checked against.
Which quoting software works with SAP Business One?
The agent integrates natively with SAP Business One on HANA – on-prem or cloud. Customer and price data come from your SAP; the won quote hands off to order entry with the final version attached. Read-only by default, no rip-and-replace.
How long should a sales quote take?
For a standard item on a governed price list: the same hour, including the approval step. Speed matters because the first credible quote anchors the deal – and every day of delay is a day your competitor’s number is the benchmark.
Start here
Book a free 20-minute quoting review
Tell us your monthly enquiries and current quote turnaround. We’ll show you what the agent would take off your sales desk – and the revenue behind it. No pitch, no rip-and-replace.
20 minutes · no pitch · you leave with a number