AI Quoting for Associations. Sponsorship quoting for associations from your own price list
AI Quoting is sponsorship quoting for associations: a request for a conference package, an exhibit booth or a journal ad, by phone, chat, e-mail or form, becomes one record from the quote to the payment. Every price is read from your own list, and nothing reaches the sponsor before staff say yes.
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7 days free · per company, never per seat · nothing to install
Awaiting your yes
Quotes the AI drafted on calls and in the chat, priced from your catalog, wait for staff to preview and approve before a sponsor sees them.
Easy setupSet up everything just by talking to Lisa AISee how ›You“Who still owes on accepted exhibitor quotes?”
Lisa“Three exhibitors still owe on accepted quotes, and one of them buys on Net terms with the invoice due Friday.”
You talk. Lisa sets it up. Applied only on your yes.
How Associations use it
A supplier calls about a booth at the spring expo; the AI quotes the corner size from your list and waits for your yes.
The only title sponsorship of the gala shows reserved while the first sponsor's quote is still valid.
An exhibitor asks to swap a standard booth for a corner one; the change becomes a new version waiting for the sponsorship manager.
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
Sponsor sales
Exhibitor booth quotes and sponsor packages in one list
From every door
A call, a chat, a mail or the exhibitor form lands on Inbound with what was asked, then moves through Awaiting your yes, Quotes sent and Paid on one record.
Your yes first
Preview & authorize shows every line and the total before a sponsor sees anything; Revise makes a new version and No, kill ends a quote that was never sent.
Discount asks
A sponsor asking for a better rate is told politely, in their language, that your list holds; the AI never offers a rate of its own.
Invoiced when paid
The moment payments reach the total, the invoice is numbered from your own series and mailed, and the paid order reaches your billing desk.
Questions & answers
AI Quoting for Associations: questions & answers
Can AI quote sponsorship packages and exhibit booths?
Yes. Conference sponsorship quotes and booth quotes are drafted on the phone, in the chat and from forms, using the packages and booth sizes you load in your catalog. Each price is read from your list by code, never worked out by the AI, and the quote waits under Awaiting your yes.
Can sponsors and exhibitors pay online?
Yes. The quote page offers card payment through your association's own card account, so the money goes straight to you. You can also offer a bank wire or a cheque, take a deposit, or give approved accounts Net terms.
Does it bill member dues?
No. AI Quoting is for what your association sells: sponsorships, exhibit booths and journal space, with advertising quotes for association journals priced from your list. Dues invoices and renewals stay in your association management software.
Are unanswered sponsor quotes followed up?
Yes, from the day the quote is sent, signed by your sponsorship manager: on day 1 asking whether it arrived, on day 3 offering to reserve the booth, on day 7 before it expires. It stops when the sponsor pays or declines.
What does the sponsor see?
A quote on your letterhead with the PDF and a link to their own page: the lines, the total, Accept and Ask for a change. With sponsor quotes accepted online by typing a name, the record shows who said yes and when, and the quote stays valid fourteen days unless you change it.
Keep exploring
Where next?
Start with the one thing you need. Add more anytime by asking Lisa.
AI Front Office for Associations ›
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 ›
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Try it free on your own business — no credit card, per company, never per seat.
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