AutomationFeatured
The Problem

Every Slow Quote Is a Lost Deal.

Your prospects request a quote, wait 4-24 hours, and buy from the competitor who responded in 60 seconds. It happens every single day.

Companies that respond first win 50% of deals — but only 7% respond within 5 minutes

Manual quoting has 12-25% error rates that destroy trust and trigger revision cycles

Your best salespeople spend 40% of their time on quotes instead of closing

The Solution

Quoting Agent — built to solve exactly this.

Quoting Agent

Instant, rules-based pricing quotes with a built-in booking flow — no hallucinated prices, no rep inconsistency, no delays

The Quoting Agent delivers instant, deterministic pricing using rules-based logic rather than generative AI, achieving a 0 percent hallucination rate on quotes. Since 50 percent of deals close with the first responder, this agent ensures every prospect receives an accurate price before competitors can reply.

A specialized AI quoting engine that delivers consistent, rules-based pricing in real time based on your variables and closes the loop with a booking flow. Governed by deterministic rules from your ac...

$8,500 + $1,200/mo
Delivered in 3 weeks
Speak With Our Team
No retainer lock-in
Deliverables are yours to keep
Adam personally reviews every engagement
10x
More Likely to Win
InsideSales — quote in <5 min
0%
Hallucination Risk
Deterministic rules, not LLM guessing
50%
Deals to First Responder
Aberdeen Group — first vendor wins
$2.4B
CPQ Market (2023)
Grand View Research — 17% CAGR
Cost of Inaction
50% of Deals

go to whoever responds first. If your quoting process takes hours while competitors respond in seconds, you're systematically losing half your pipeline.

Source: Aberdeen Group / InsideSales.com

How It Works

See It in Action

adamsilvaconsulting.com/services/quoting-agent
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“Quote turnaround went from 4 hours to 47 seconds. Our close rate doubled in the first quarter because we were simply responding before the competition.”
Q
Quoting Automation
Industrial distribution client
What You Get

Every Deliverable Is Yours to Keep

Concrete, measurable outputs — not vague “strategy sessions” or recurring retainers.

  • Rules/logic model built from your actual pricing matrix (tiers, modifiers, exceptions)
  • Quoting intake flow with required fields, conditional logic, and disqualifiers
  • Quote output template (email/SMS/chat) with full audit trail
  • Quoting Calendar with territory routing, round-robin, and buffer logic
  • Exception/approval workflow for edge cases outside standard rules
  • CRM writeback with quote record, status, notes, and reporting hooks
Why This Exists

About Quoting Agent

A specialized AI quoting engine that delivers consistent, rules-based pricing in real time based on your variables and closes the loop with a booking flow. Governed by deterministic rules from your actual pricing matrix — not LLM guessing.

CPQ (Configure, Price, Quote) software has existed for years, but it was built for enterprise: expensive, complex, and requiring months of implementation. Service businesses with custom pricing — HVAC, roofing, landscaping, insurance, professional services — need quotes that are fast, accurate, and consistent across every rep and location, but they don't need a $50,000 Salesforce CPQ deployment. The Quoting Agent bridges this gap: we codify your pricing matrix into deterministic rules, build an intake flow that captures the right variables, and deliver instant quotes via email, SMS, or chat — with a booking calendar attached so prospects can schedule immediately after seeing the price. No LLM hallucination. No rep inconsistency. No delays.

Built For
Service businesses with complex or custom pricing (HVAC, roofing, insurance, professional services)
What Makes This Different

The global CPQ market is $2.4B (Grand View Research, 2023), growing at 17% CAGR — but 90%+ of that revenue comes from enterprise tools costing $100K+. Unlike chatbot "quote generators" that hallucinate prices at 3–10% error rates, the Quoting Agent uses deterministic rules from your actual pricing matrix. Aberdeen Group found 50% of deals go to the first vendor to respond. Salesforce reports the average manual B2B quote takes 24–72 hours. The Quoting Agent responds in seconds — with 100% accuracy, full audit trail, and a built-in booking calendar.

Process

How It Works

Clear steps from kickoff to delivery. No ambiguity.

  1. 1
    Pricing matrix extraction: we interview your team, codify every rule, tier, modifier, and exception
  2. 2
    Intake flow design: required fields, conditional logic, disqualifiers, and edge-case triggers
  3. 3
    Rules engine deployment: deterministic pricing with instant quote delivery via email/SMS/chat
  4. 4
    Booking integration: calendar with territory routing, round-robin, buffer logic, and buffer times
  5. 5
    Approval workflow: edge cases flagged, routed, and resolved with automatic prospect notification
  6. 6
    CRM writeback: quote record, status, outcome, and reporting hooks deployed
Capabilities

How We Deliver Results

  • Deterministic pricing rules — no LLM guessing, no hallucinated prices
  • Exception/approval workflow for edge cases
  • Consistent quotes across all reps and locations
  • Quote-to-booking in one seamless flow
  • Full audit trail: every quote recorded with inputs, rules applied, and output
  • Up to 2 iterations/month on support plan
Deep Dive

Why This Matters

Why Deterministic Rules Beat LLM-Generated Quotes

LLM-powered chatbots can do many things well, but pricing isn't one of them. GPT-4 hallucination rates run 3–10% depending on domain — and for pricing, even 1% error is unacceptable. A roofer's pricing depends on square footage, pitch, material grade, number of layers to remove, chimney count, and local permit costs. An LLM will "estimate" a price based on training data patterns — not your actual rules. The Quoting Agent uses deterministic logic: your exact pricing rules, tiers, modifiers, and exceptions are codified into a rules engine. The output is mathematically identical every time the same inputs are provided — computed in under 100ms vs. 2–10 seconds for LLM inference. Gartner reports manual quoting error rates of 12–25%, causing 40% more post-signature revisions (Aberdeen Group). Salesforce CPQ data shows organizations using rules-based quoting achieve 2x higher quote-to-close rates. No hallucination. No variation. No risk of quoting $5,000 for a $15,000 job.

The Quote-to-Book Flow: Closing the Loop

Forrester research shows 50% of sales go to the first vendor to respond. Yet the average B2B quote takes 24–72 hours to produce manually (Salesforce), and for SMB services like HVAC and roofing, 2–5 business days is common. Most businesses treat quoting and scheduling as separate processes: send a quote, wait for the prospect to respond, then try to schedule. This creates a gap where leads go cold. The Quoting Agent integrates both: after the prospect receives their quote, they immediately see available times to book a consultation, walkthrough, or assessment — with territory routing, round-robin distribution, buffer times, and calendar hygiene enforced automatically. Aberdeen Group found best-in-class CPQ users achieve 105% higher quota attainment, 28% shorter sales cycles, and 17% higher lead-to-opportunity conversion. The conversion from quote-received to appointment-booked is highest when the prospect can act in the same flow.

Edge Cases and Approval Workflows

Not every quote fits standard rules. Unusual scope, volume discounts, competitive pricing pressure, or VIP customers may require human judgment. The Quoting Agent handles this with an exception workflow: when inputs fall outside defined rules, the system flags the quote for manual approval, routes it to the right person based on exception type, and holds the prospect in a "pending" state with clear expectations. The approved or adjusted price is delivered automatically. Every exception is logged for analysis — over time, recurring exceptions reveal rules that should be codified, reducing the approval burden.

Quoting Agent — The Problem
Quoting Agent — Our Solution
Quoting Agent — Before vs After
Quoting Agent — The Result
Comparison

Quoting Agent vs. Enterprise CPQ vs. LLM Chatbots

FeatureAdam Silva ConsultingTypical Alternative
Pricing accuracyDeterministic (100%)Rules-based (100%) / 3–10% hallucination
Setup cost$8,500$100K–$300K / Free–$500/mo
Time to deploy3 weeks3–9 months / 1 week
Quote speed<60 secondsMinutes / 2–10 seconds
Built-in booking flowSeparate tool / No
24/7 availabilityOnly if rep online / Yes
Approval workflowsBuilt-inYes / No
Audit trailEvery quote loggedYes / No
SMB-friendlyNo / Somewhat
FAQ

Common Questions

What does Quoting Agent include?+

Quoting Agent includes: Rules/logic model built from your actual pricing matrix (tiers, modifiers, exceptions); Quoting intake flow with required fields, conditional logic, and disqualifiers; Quote output template (email/SMS/chat) with full audit trail; Quoting Calendar with territory routing, round-robin, and buffer logic; Exception/approval workflow for edge cases outside standard rules; CRM writeback with quote record, status, notes, and reporting hooks. A specialized AI quoting engine that delivers consistent, rules-based pricing in real time based on your variables and closes the loop with a booking flow. Governed by deterministic rules from your actual pricing matrix — not LLM guessing.

How long does Quoting Agent take?+

Quoting Agent takes 3 weeks. The 3 weeks timeline begins once the engagement is confirmed and kickoff is complete.

Who is Quoting Agent for?+

Quoting Agent is designed for Service businesses with complex or custom pricing (HVAC, roofing, insurance, professional services). This is one of our most popular services — contact our team to get started or learn more about whether it fits your current stage.

What if my pricing is really complex?+

Complex pricing is exactly what the Quoting Agent is built for. We've codified pricing matrices with 50+ variables, tiered modifiers, geographic adjustments, volume discounts, and seasonal surcharges. The more complex your pricing, the more value the rules engine provides — because that complexity is what causes rep inconsistency and customer frustration.

Can customers get quotes 24/7?+

Yes. The Quoting Agent runs around the clock. A prospect visiting your website at 11pm on a Saturday gets the same instant, accurate quote as one calling during business hours. This is particularly valuable for service businesses competing on response speed.

What industries is this best for?+

Any service business with custom pricing: HVAC, roofing, landscaping, painting, insurance, legal services, IT managed services, commercial cleaning, and professional services. If your pricing depends on multiple variables (not just a flat rate), the Quoting Agent eliminates the delay and inconsistency in your quoting process.

Honest Talk

This Is Not a Chatbot.

Skip This If...
  • You have fewer than 20 SKUs with simple, fixed pricing
  • You're looking for a basic FAQ bot or customer service widget
  • Your sales cycle doesn't involve custom quotes or configurations
This Is For You If...
  • Complex product catalogs where quoting requires configuration or approval
  • High-volume quote requests overwhelming your sales team
  • Revenue lost to competitors with faster response times

$8,500 + $1,200/mo — no retainer lock-in, no recurring surprises.