A 4-hour quote became a 10-minute win.
In B2B sales there’s an unwritten rule: the first serious quote frames the deal. This software company kept losing that race to its own internal plumbing — until quoting became a ten-minute review instead of a four-hour excavation.
Does this sound like your sales floor?
The deal was won in the first hour. The quote arrived in the fourth.
Every request meant assembling truth from four systems: configuration from the ERP, prices from a hand-maintained sheet, discounts from an email thread, and formatting from whichever proposal was copied last. Meanwhile, the prospect was shopping.
THE SAME 9:12 AM REQUEST — FOUR HOURS OF ASSEMBLY VS. TEN MINUTES OF REVIEW
- Speed is a sales feature
Buyers comparing three vendors rarely wait for the slowest quote. The first credible number anchors the deal — arriving fourth means negotiating against an anchor you did not set.
- Truth lived in four places
ERP, price sheet, discount emails, proposal templates. Every quote was a manual reconciliation of systems that disagreed weekly.
- Errors compounded silently
A stale price here, a wrong SKU there — each one was either lost margin or an awkward walk-back with a prospect.
- Selling time went to admin
The scarcest resource on the floor — closer attention — was spent on copy-paste and formatting.
The quote assembles itself. Sales makes it personal.
An AI quoting engine reads each request as it arrives, configures the product, applies current pricing and discount policy, and produces a formatted, branded proposal — queued for a human to review, personalize, and send.
- Understands requests, not just forms
Free-text emails, RFQ documents, and web forms all parse into structured configurations — including requests that bury the pricing ask inside three other questions.
- Policy as code, judgment preserved
Standard discounts apply automatically and identically. Anything outside policy routes to a sales lead with margin analysis and suggested structures — decided in minutes, documented forever.
- Pricing that cannot go stale
The engine reads live ERP data at quote time. The spreadsheet is retired; the walk-back conversation is extinct.
- The human touch, where it counts
Reps add context, tailor the note, and press send. The relationship stays human; the assembly line does not.
First to quote, in almost every deal.
- Turnaround collapsed from hours to minutes
Ten-minute median from request to sent proposal — the company is now routinely the first credible number a prospect sees.
- Quote volume tripled on the same headcount
Requests that once queued behind each other now run in parallel. Sales stopped rationing who deserves a fast quote.
- Margin stopped leaking
One pricing truth, policy-enforced discounts, zero stale numbers. Finance signed off on the audit trail with visible relief.
- Closers went back to closing
The afternoons came back — and went where afternoons should: on conversations, not formatting.
Speed did not replace judgment. It funded it.
Nothing about pricing strategy changed — the rules were always there, scattered across systems and inboxes. Encoding them made every quote as sharp as the best rep’s best day, and gave the actual humans their selling time back.
What we didn't solve
Every quote is read by a person before it is sent. Non-standard commercial terms — an unusual discount structure, a bespoke payment schedule — are drafted by hand, because they are the ones where a template is the wrong instinct.
How long does YOUR quote take?
If the answer embarrasses you, tell us what’s in the way. We’ll show you the ten-minute version before you spend a dollar.
Want results like these?
Tell us where your team is losing hours. We'll show you exactly what automation can do about it — and what it's worth, before you spend a dollar.
30 minutes · No pitch deck · An honest first read