Quoting Agent
Instant, rules-based pricing quotes with a built-in booking flow
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. No more delays. Governed by deterministic rules with an approval path for edge cases.
What's Included
Every deliverable is concrete, measurable, and yours to keep.
- Rules/logic model built from your pricing matrix
- Quoting intake flow with required fields and disqualifiers
- Quote output template (email/SMS/chat) and audit trail
- Quoting Calendar with territory and round-robin routing
- CRM writeback with quote record, status, notes, and reporting hooks
What Makes This Different
Unlike chatbot "quote generators" that hallucinate prices, the Quoting Agent uses deterministic rules from your actual pricing matrix. Every quote is consistent, auditable, and flows directly into a booking calendar.
How It Works
A clear, step-by-step process from kickoff to delivery.
- Pricing matrix extraction: we codify your rules, tiers, modifiers, and exceptions
- Intake flow design: required fields, disqualifiers, and edge-case routing
- Quote engine deployment: deterministic pricing with approval workflow for exceptions
- Booking integration: calendar with territory routing, round-robin, and buffer logic
- CRM writeback: quote record, status, notes, and reporting hooks
How We Do It
The specific techniques and tools used to deliver results.
- Deterministic pricing rules — no LLM guessing
- Exception/approval workflow for edge cases
- Consistent quotes across all reps and locations
- Quote-to-booking in one seamless flow
- Up to 2 iterations/month on support plan
Questions About Quoting Agent
What does Quoting Agent include?+
Quoting Agent includes: Rules/logic model built from your pricing matrix; Quoting intake flow with required fields and disqualifiers; Quote output template (email/SMS/chat) and audit trail; Quoting Calendar with territory and round-robin routing; 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. No more delays. Governed by deterministic rules with an approval path for edge cases.
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. This is one of our most popular services — contact Adam to get started or learn more about whether it fits your current stage.
Get Quoting Agent
For $8,500 + $1,200/mo, get Quoting Agent delivered in 3 weeks. No retainer, no lock-in.