Winner CES 2026 · ISE 2026 · TMCnet 2026

AI Quoting for Quote and Estimate Desks. Sales quoting software that prices from your own list.

AI Quoting is sales quoting software for B2B sales teams: every request for a price becomes one record, from the first question to the paid invoice. The AI drafts each quote on the call or in the chat from your own list and rules, a line with no price waits for a person, and nothing reaches the buyer before your yes unless you set a ceiling.

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Zanus AI · AI Quoting · Quotes sent
Sales quoting software: each quote sent with its total, status, payment and next follow-up, one drafted on a call

Quotes sent

Each quote with its lines, total, status, payment and next follow-up; the marked one was written by the AI during a phone call.

Easy setupSet up everything just by talking to Lisa AISee how ›

You“Send catalog quotes on their own up to my ceiling; custom lines wait for the estimator.”

Lisa“Auto-approve on for catalog quotes up to your ceiling; lines without a list price keep waiting under Price the lines. Apply?”

You talk. Lisa sets it up. Applied only on your yes.

How Quote and Estimate Desks use it

1

A distributor's buyer calls for two hundred standard brackets; the AI prices them from your list on the call, and the quote waits for your yes.

2

A sign order needs a custom-cut panel with no list price; that line waits under Price the lines until your estimator fills it in.

3

A reseller's quote for forty units expires before his own customer decides; Re-quote rebuilds it at today's prices for your approval.

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

From request to paid

What AI sales quoting software does with every request

Seven stages, one record

Inbound, Awaiting your yes, Quotes sent, Paid, Shipping, Delivered and Closed: each request moves along one row, with the channel it came from written on it, so the sales process has one place to look.

Lines matched to your catalog

Articles from your inventory and products from your connected store are found by code, with the unit price written there, never a figure the AI came up with.

Preview & authorize

One screen shows every line, the quantity, the unit price and the total your yes will send. Yes, send it; Revise, which makes a new version; or No, kill.

Your letterhead, three looks

Classic, Modern or Minimal: quote templates carrying your logo, your color and the prefix your quote numbers start with. Professional quotes leave as an e-mail with the PDF and the buyer's own page.

Paid your way

Card on the quote page through your own card account, bank wire, cheque, pay at pickup or financing, each described in your words; a deposit can come first.

Invoiced the moment it is paid

When the payments reach the total, the invoice takes the next number of your series, the paid order goes to billing and the packing list to shipping.

Your list, your rules

B2B quoting software priced by your rules, never by the AI

Quote software is only as safe as its prices: every figure on a sales quote comes from your own list, and every exception from pricing rules you wrote.

The purchase order with a wrong price

A buyer prints a unit price below your list. The check on printed prices holds the order with one plain question for your desk, answered on the row or by mail.

The reseller asking for his share

A verified reseller asks for his discount; the revision comes back at your list minus his share and waits for your yes, while anyone else hears that the list holds.

The account that buys on terms

An approved account accepts, the order opens at once, the invoice carries its due date, and the goods can ship before the money arrives.

The deposit before the balance

Any way to pay can carry a deposit with its own rule, the balance falls due the days after acceptance you set, and the quote reads deposit received until the total is paid.

Weigh the options

A spreadsheet, classic quotation software or AI Quoting

What a sales quote needsSpreadsheet and e-mailClassic quoting softwareAn invoicing appAI Quoting
Where the request startsCopied from a mail by handA salesperson opens a blank quoteA blank invoice formWhere the customer asked:: the call, the chat, the mail, the form or a purchase order
Where prices come fromWhatever cell was copiedThe product table, typed by a personThe items you savedYour list, read by code:: a line with no price waits for a person
ApprovalNoneAn approval flow you buildNoneYour yes on each quote:: or a ceiling for catalog quotes, revisions always waiting
After the sendA reminder if someone sets oneTemplates you triggerA payment reminderFollow-up on days one, three and seven:: with a call on day four once you switch it on
After the yesAn invoice typed elsewhereAn export to another toolAn invoice, then nothingPaid, invoiced and tracked:: packing list, tracking number and delivery on the same record

Orders by mail

Automated quoting software for RFQs and purchase orders

Read once

The buyer, the PO number, the ship-to, the shipping asked for, the printed terms and every line matched to your catalog, from a PDF, a document, a spreadsheet or plain text.

Five checks in code

Is the order complete, from someone other than your own company, not sent twice, every line in your catalog and every printed price inside your rule? A failed check holds it with one question.

Answered in the buyer's language

The acknowledgement goes out in the language the buyer wrote in, with his PO number on the quote, so a distributor abroad reads it as easily as a local one.

Straight through when all green

Turn automatic reading on and an order that passes every check goes out with your acknowledgement, within your approval ceiling and your daily limit.

Quote or proposal

The difference between quoting software and a project proposal

A quote prices what your list already holds; a proposal scopes work that has no list yet. The AI tells the two apart on the call and in the chat.

A quote, priced from the list

Twenty standard valves or forty shelving units: articles of your inventory and products of your store, priced line by line and drafted while the buyer is still talking.

A proposal, scoped first

A fit-out, a custom build or a contract paid in stages: the AI collects the details and files a proposal request, so nobody forces a project into a list price.

Filed where it belongs

Quotes land on Inbound and projects on the eight steps of the Proposal Studio, each with what the customer said, and your team sees both on the same customer record.

AI Proposal Studio, the proposal software for custom projects ›

Before you choose

What to look for in sales quoting software

Quoting software earns its place when the sales team trusts every figure it sends, and when sales quotes stop waiting in someone's inbox.

Prices you already trust

Every line read from your inventory or your connected store, and branded quotes on your letterhead: what the buyer sees is your list and your look, never a figure the software made up.

A yes before sending

A preview of every line and the total before sending, a ceiling for the catalog quotes you trust to leave alone, and price revisions that always wait for a person.

Requests from every door

Calls, chats, e-mails, web forms, store orders and purchase orders on one list, so your team can send quotes quickly without retyping a request from one tool into another.

Reps who still build quotes

Sales reps build quotes by hand whenever they want: tick articles and store products in New quote, or make one on the call card while the customer is still on the line.

Accepted quotes that get paid

Accepted quotes are paid on the buyer's own page or the way you offer, then invoiced from your own series the moment the payments reach the total.

Follow-up that helps close deals

The chase starts on the send and stops on a reply, a payment or a decline, so your sales team spends its calls where they help close deals.

Ready in 2 minutes

Set up your online quoting software in 2 minutes

No quoting tool to configure before the first quote: Lisa reads your website, and the AI that already answers your customers quotes from your own catalog.

1

Your catalog

Point Lisa to the articles of your inventory and the products of your connected store; their prices are the only ones the AI will quote.

2

Your approval

Keep every quote waiting for your yes, or name the ceiling under which catalog quotes may leave by themselves. Revisions of the money always wait.

3

Your document

Pick Classic, Modern or Minimal, add your logo and color, write your terms once, and tick the ways your customers may pay.

4

Your free week

The free trial runs the Front Office for 7 days with no credit card; send the first quote from your own list today.

AI Quoting for Quote and Estimate Desks, trade by trade

By industryDistributorsConstructionHome ServicesManufacturingInsurance AgenciesMarketing AgenciesLogisticsPassenger TransportationSmall BusinessLaw FirmsSoftware & SaaSTravel Agencies

Questions & answers

Frequently asked questions about sales quoting software

What is sales quoting software?

Sales quoting software turns a buyer's request into a priced quote he can accept online, and keeps every quote on one list until it is won, paid or closed. AI Quoting does it from every door, a call, a chat, an e-mail, a form or a purchase order, and reads each price from your own list.

What is the best quoting software for a B2B sales team?

The one your sales team trusts with a price: requests from every channel on one list, prices read from your own list and rules, a yes before anything leaves, quotes accepted and paid online, and follow-up that runs by itself. AI Quoting adds the AI that drafts the quote on the call and in the chat.

What is automated quoting software?

Software that takes quote creation off your hands: the AI can create and send the quote without anyone typing it, and without approval workflows for you to build. Here the AI drafts it from your catalog and you choose: every quote waits under Awaiting your yes, the default, or catalog quotes leave alone up to a ceiling you set. Price revisions always wait.

Does it work as b2b quoting software?

Yes, for small businesses that sell to other businesses. A purchase order is read and checked line by line, a verified reseller gets his agreed share as a revision for your yes, an approved account buys on net terms, and the acknowledgement goes out in the buyer's language with his PO number on the quote.

Can AI do estimating?

AI Quoting prices what your list already prices: articles, services and store products, by the quantity asked. It does not measure drawings or work out labor from plans. A line that needs a person's judgement, such as a custom size or a site condition, waits for your estimator under Price the lines.

Will sales reps be replaced by AI?

No. The AI takes the retyping, the chasing and the after-hours calls, and leaves the judgement with your sales reps and estimators: custom lines, discounts, every change to the money and the final yes on each quote, unless you set a ceiling for catalog quotes.

Does the AI calculate or change my prices?

No. Prices are read by code from your inventory or your connected store, and the AI never computes one of its own. When a customer asks for a better price, the AI writes a revision that waits for your yes; it never sends a new figure by itself.

Can buyers accept a quote online?

Yes, that is what online quoting software is for. He opens his own page from the e-mail, sees each line with its picture and the total, types his name and accepts. His name and the time become the record, and he can ask for a change from the same page.

Does it invoice the quote once it is paid?

Yes. When the payments reach the total, the invoice is numbered from your own series and mailed with the paid order, and the packing list goes to your shipping desk. A deposit can be taken first, with the balance due on the days you set.

How do I respond to a request for quotation?

Send a price quote for every line it lists, say how long the price holds and answer quickly. In AI Quoting a request to buy by mail lands on Inbound, read and checked, and a purchase order is matched line by line to your catalog and passes five checks before a quote exists.

How long does a quote stay valid?

Fourteen days unless you change it; tell Lisa to make your quotes valid for thirty and she shows the change first. A sent quote keeps a one-of-a-kind article reserved while it is valid, and an expired one can be re-quoted at today's prices.

Can my team still write a quote by hand?

Yes, team members still create quotes by hand. New quote lets a salesperson tick articles and store products or type a line with its price and quantity. Make a quote on the call card does the same during a call, and Lisa can open a quote from a mail you point her to.

Keep exploring

Where next?

Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Quote and Estimate Desks ›

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 ›
TMCnet Enterprise AI Product of the Year 2026
Visitors meeting Zanus AI live at a 2026 trade show
Hands-on with the Zanus AI demo at a 2026 technology trade show

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