Quote Generator AI

Sales reps waste hours manually researching prospects and building price quotes from scratch. This AI assistant extracts product requirements from a prospect's inquiry, enriches the company profile via web search and Apollo, then drafts a line-item quote with a deal priority score. You review and approve the quote before it reaches the prospect, closing faster with data-backed pricing.

Category: Sales

How it works

1. A prospect inquiry or inbound email is submitted with project details and company name.
2. The assistant extracts product/service requirements, quantities, and budget from the text.
3. It enriches the company profile via web search and Apollo to verify size, industry, and buying signals.
4. A structured line-item quote with a deal priority score is drafted as a HubSpot deal for your approval.

Key benefits

• Draft tailored quotes in seconds based on real prospect data, not guesswork.
• Research company size, industry, and budget signals automatically from public sources.
• Score deal priority to focus on high-fit leads first.
• Maintain a consistent quoting process in HubSpot for every prospect.

Use cases

• Sales reps handling high volumes of inbound quote requests.
• SaaS companies quoting enterprise software licenses.
• Agencies creating custom pricing proposals for new clients.
• Small business owners who want fast, professional quotes without manual research.

Works with Apollo, HubSpot

This assistant connects to Apollo, HubSpot once. No code required. It is not a plain field-copy integration: as data moves, the AI adds a real decision step (classify, extract, prioritize, draft). You set the autonomy level: ask for drafts and every send to Apollo waits for your review, or instruct it to send and it runs fully automatic.

Automation coverage and limits

• Apollo: no verified real-time trigger in the integration catalog today, so Apollo-side work runs on a schedule you choose or on demand.
• HubSpot: 2 verified event triggers in the integration catalog can start an assistant automatically. Exact delivery timing depends on the integration; we do not promise real-time.

This assistant only reaches operations verified in the integration catalog, through a connection you authorize and can revoke. Capability facts last verified against the catalog on 2026-07-10.

Good to know

Connect Apollo and HubSpot once. The assistant drafts the quote and deal; a human approves before anything is sent to the prospect.

Frequently asked questions

How does the Quote Generator AI work?

You submit a prospect inquiry or email. The assistant extracts requirements, enriches the company via web search and Apollo, then drafts a line-item quote with a deal priority score for your review.

Do I need to write any code to use this?

No. It is a ready-to-use template. You only need to connect your Apollo and HubSpot accounts once.

Which apps does it connect to?

It connects to Apollo for company enrichment and HubSpot for creating the deal and storing the drafted quote.

Does it send the quote to the prospect automatically?

No. It drafts the quote and creates a deal for your approval. A human sales rep reviews and approves before anything is shared externally.

How accurate is the deal priority score?

The score is based on company size, industry, budget signals, and fit extracted from the inquiry and public data. It is a guide for prioritization, not a guarantee.