Automatic Quote Generator
Sales reps lose time manually formatting quotes from scattered emails and notes. This assistant extracts customer details, line items, and quantities from any pasted request, classifies the quote type, and drafts a professional quote with pricing, totals, and payment terms. You review and send — no more copy-paste errors.
Category: Sales
How it works
- Paste a quote request from email, form, or internal note.
- The assistant extracts customer info, items, quantities, and unit prices.
- It classifies urgency and calculates totals with appropriate markups.
- A structured quote draft is ready for your review and approval.
Key benefits
- Eliminate manual formatting and copy-paste errors.
- Generate consistent, professional quotes in seconds.
- Classify urgency so you prioritize the right requests.
- Speed up the quote-to-cash cycle without extra tools.
Use cases
- Sales reps handling high-volume quote requests.
- Small business owners who manage quotes manually.
- Customer service teams converting inquiries into quotes.
- Account managers responding to RFQs from existing clients.
Frequently asked questions
How does the Automatic Quote Generator work?
You paste a quote request (from email, form, or note), and the assistant extracts customer info, line items, and quantities, classifies the urgency, and drafts a formatted quote with totals and payment terms.
Do I need to write any code to use it?
No. It's a ready-to-use assistant — no coding or setup required.
Does it send quotes automatically?
No. It drafts the quote for your review; you approve and send it yourself.
Can I customize the pricing or markups?
The assistant uses the information you provide in the request. You can edit the draft before sending it.
Is this tool free to try?
The assistant is available within the platform's free tier — check the pricing page for details.
