AI Quoting for Inbound Sales. Sales quote automation that waits for your yes.
AI Quoting brings sales quote automation to the inbound desk: a buyer asks for a price on the phone, in the chat, by mail or on a form, and the AI drafts the quote from your own list while he is still there. Nothing reaches him before your yes, unless you set a ceiling for automatic approval.
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7 days free · per company, never per seat · nothing to install
Waiting for your yes
Quotes the AI drafted on the phone and in the chat, each priced from your catalog and ready for Preview & authorize.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Keep every new quote valid for 30 days.”
Lisa“New quotes will stay valid for 30 days, and every yes restarts the count from that day. Apply?”
You talk. Lisa sets it up. Applied only on your yes.
How Inbound Sales use it
A caller asks for ten units at 2 a.m.; the quote is priced from your catalog and waiting for your yes at eight.
A chat visitor asks what a set-up would cost; the quote is drafted from your catalog while he is still on the page.
A verified reseller asks for his discount; the revision at your list minus his share waits for your yes.
REAL AI - the whole Front Office is AI, not old software with an AI button.
What’s included
- Quotes from your own inventory, from the products of your Shopify stores, or typed by hand; prices read from the record, not calculated by the AI
- Requests to buy from the phone, the chat, e-mail, web forms, the demo or a purchase order, filed for your yes
- Your yes in one click, or automatic under a cap you set; price revisions always wait; every version kept
- Your own document on your letterhead, your terms, shipping and tax lines, a page the customer accepts on; or the store’s payable draft order
- Opened, accepted, paid, shipped and delivered on one record; the invoice numbered the moment it is paid; payments recorded by hand
- Follow-up from the send until the customer pays or declines; a reply pauses it and goes to your sales desk
Add it to any contact channel — AI Phone, AI Webchat, AI E-mail or AI Web Forms — or get it inside a solution · See pricing › · Per company, never per seat.
Everything AI Quoting does, for every business ›
Works withAI PhoneAI WebchatAI E-mailAI Web FormsAI InventoryAI CRMAI Auto-CallLisa, your AI assistant
Priced while he waits
Instant quotes for inbound leads, priced from your list
On the sales call
The AI quotes the articles of your inventory during the call, and Make a quote on the call card does the same for your team.
In the website chat
A visitor asks for a price and the quote is drafted from your catalog while he is still reading your page.
By mail and on forms
A request to buy by mail or on a form lands on Inbound, read and checked, and Lisa opens the quote from the mail when you ask.
Your yes first
Preview & authorize shows every line, the quantity, the unit price and the total before anything reaches the buyer.
Nothing wrong goes out
A quote approval workflow without building one
Yes, send it
The quote leaves with its number, its PDF and the link to the buyer's own page, where he accepts by typing his name.
Revise or kill
Change a line and a new version waits for your yes again; No, kill ends the quote before the buyer ever saw it.
Auto-approve up to your cap
New quotes priced from your catalog go out by themselves under the ceiling you set, while price revisions always wait for a person.
AI Quoting for Inbound Sales, trade by trade
By industrySoftware & SaaSMarketing AgenciesConsulting FirmsReal EstateAuto DealersInsurance AgenciesMortgage & LendingManufacturingWealth ManagementSmall BusinessTravel AgenciesAccounting & Tax Firms
Questions & answers
Questions about sales quote automation
What is sales quote automation?
Making and sending a quote without anyone typing it. With AI Quoting, automated quoting for sales teams works wherever the buyer asked: the AI drafts the quote from your own price list on the call, in the chat, by mail or on a form, and you choose whether each one waits for your yes or goes out under a ceiling.
Can the AI change my prices?
No. Every price is read from your inventory or your store by code. A discount request from a verified reseller becomes a revision at your list minus his share, waiting for your yes; anyone else is told politely that the list holds.
How does the buyer accept the quote?
The quote arrives on your letterhead with the PDF and a link to his own page, where he sees the lines with their pictures, types his name to accept and pays the way you allow. It stays valid fourteen days unless you change it.
What follows a quote that gets no answer?
The quote follow-up starts on the send, signed by your salesperson in the buyer's language: did you receive it, shall I reserve your units, and a reminder before it expires. It stops by itself when he pays or declines.
Can a purchase order become a quote by itself?
Yes. A purchase order sent by mail is read once and runs five checks in code: complete, not your own company, not a duplicate, every line in your catalog, every printed price within your rule. All green, it becomes a quote at your prices; otherwise it is held with one question.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Inbound Sales ›
Easy setup
Answers & books
Sells
Helps your team
Included
Award-winning AI
Winner at CES 2026, ISE 2026 and TMCnet Enterprise AI Product of the Year.
REAL AI - the whole Front Office is AI, not old software with an AI button.
Awards & trade shows ›
Give Lisa your website.
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Try it free on your own business — no credit card, per company, never per seat.
Ready to buy? See plans & pricing ›
Or call +1 (954) 736-3939 — the AI answers.