AI generates quotes from enquiries – with your prices, your services and your corporate identity. Major time savings, with consistent quality.
AI quote generation: analyse enquiries, suggest services, calculate prices and generate professional quotes – while your sales team focuses on customer relationships.
AI analyses the need, suggests service packages and generates a print-ready quote. What used to take hours, AI does in minutes.
AI pulls customer data from the CRM, uses current price lists, checks discount limits and validates every line item. An end to embarrassing arithmetic mistakes.
Responding within the hour dramatically improves your chances of closing. With AI you reply in minutes.
AI analyses customer history and the enquiry and suggests suitable add-on services. The result: a higher average order value.
AI sends personalised reminders after 3, 7 and 14 days. No more quotes that vanish in the inbox. A higher conversion rate.
AI analyses your quote and win history: which prices convert? Where are you losing? Concrete recommendations for better margins.
AI analyses the need, suggests service packages and generates a print-ready quote. What used to take hours, AI does in minutes.
AI pulls customer data from the CRM, uses current price lists, checks discount limits and validates every line item. An end to embarrassing arithmetic mistakes.
Responding within the hour dramatically improves your chances of closing. With AI you reply in minutes.
AI analyses customer history and the enquiry and suggests suitable add-on services. The result: a higher average order value.
AI sends personalised reminders after 3, 7 and 14 days. No more quotes that vanish in the inbox. A higher conversion rate.
AI analyses your quote and win history: which prices convert? Where are you losing? Concrete recommendations for better margins.
The typical quote process: an enquiry comes in, the sales rep opens a Word template, copies customer data from the CRM, looks up the right services in the catalogue, calculates prices in Excel, formats everything nicely, checks for errors, saves as PDF, writes an email and attaches the quote. Time required: several hours.
The result: sales reps spend much of their time on administrative tasks instead of customer relationships. Quotes only go out after days. Customers wait – or buy elsewhere.
With AI quote generation: an enquiry comes in, AI analyses the need, generates a quote with correct prices and a brand-compliant layout, the rep reviews it briefly and sends it. Time required: minutes.
Nine core capabilities for more efficient, more professional quotes with higher win rates.
AI reads customer enquiries (email, form, phone note) and automatically extracts: requirements, quantities, timeframes, budget hints, special requests. No more manual interpretation.
AI draws on your complete service catalogue: products, services, prices, discount tiers, minimum quantities, delivery times. Always current, always consistent.
Special prices, framework agreements, individual payment terms, early-payment discounts – all pulled automatically from the CRM and applied correctly.
AI automatically creates three variants: basic, standard, premium. Offering three options tends to convert better than a single quote.
Based on customer history and similar orders, AI suggests suitable add-on services: "customers who bought X also booked Y." A higher average order value.
Define rules: quotes above a threshold need managing-director approval. Discounts above a limit require sales-lead sign-off. Automatic escalation when exceeded.
Two-way synchronisation with Salesforce, HubSpot, Pipedrive, Microsoft Dynamics, SAP. Quotes are documented automatically, status updates synced.
PDF in your corporate design, Word for editing, Excel for calculation details, email with embedded quote, digital signature for legally binding contracts.
The quote is sent straight from the system. AI plans the follow-up sequence: a reminder after 3 days, a follow-up after 7 days, an offer to talk after 14 days.
| Aspect | Manual process | With AI support |
|---|---|---|
| Time per quote | Several hours | A few minutes |
| Response time to enquiries | 1-3 days | Under 1 hour |
| Calculation errors | A meaningful share of quotes | Close to none |
| Quotes per rep / day | A handful | Many more |
| Follow-up rate | Only some get followed up | 100% automatic |
| Cross-selling rate | Depends on the rep | Systematic on every quote |
| Consistency of pricing | Varies widely | 100% consistent |
Industry-specific solutions with pre-trained models and best practices.
From analysis to live operation – typically within a few weeks.
We analyse your current quote process: which document types? Which data sources? Which approval workflows? Where are the biggest time sinks?
Service catalogue, price lists, discount rules and quote templates are structured and transferred into the system. Brand-compliant templates are created.
Connection to CRM (Salesforce, HubSpot, etc.), ERP and email system. Two-way synchronisation for seamless workflows.
Your sales team is trained. Pilot phase with real enquiries. Fine-tuning of rules and templates based on feedback.
Continuous improvement: analysis of win rates, A/B tests for quote formats, expansion of the service catalogue.
The possibilities are many: quote generation, follow-up automation, pricing optimisation. But which solution fits your sales? We offer no theoretical lectures – instead, a hands-on assessment of where you stand.
3 hours • remote or on-site • incl. preparation and recommendations
Clarity on how AI can speed up your quote generation.
Detailed answers to the most important questions.
The AI uses Natural Language Processing (NLP) to analyse customer enquiries – whether email, web form, chat or a transcribed call. It automatically extracts: concrete requirements and specifications, desired quantities, timeframes and deadlines, budget hints (if mentioned), special requests and preferences. This information is matched against your service catalogue. When something is unclear, the AI can formulate intelligent clarifying questions before an incomplete quote is created.
Yes, the AI handles complex pricing logic too: tiered pricing by quantity or volume, customer-specific special terms from framework agreements, time-dependent discounts (early-bird, seasonal), combination discounts for package bookings, surcharges for express, custom work or add-ons, currency conversions for international customers. When defined thresholds are exceeded (e.g. a large discount or a high order value), an approval workflow is triggered automatically.
Quotes are created in your corporate-identity templates: your logo, your colours, your fonts, your layout. The AI fills the template with the correct content: a cover note with personal salutation, service descriptions from your catalogue, line items with correct calculation, payment terms and references to your T&Cs, optional add-on services. The result is a print-ready, professional PDF – indistinguishable from manually created quotes.
Yes, and this is one of the biggest levers for higher win rates. The AI can automatically generate two to four variants: basic package (minimum scope), standard package (recommended scope), premium package (all-inclusive), optional: enterprise/custom. Offering three options tends to convert better than a single quote. The customer feels a sense of choice, and the middle option is chosen disproportionately often (the decoy effect).
After the quote is sent, a personalised follow-up sequence starts automatically: day 3 – a friendly check that the quote arrived and whether there are any questions. Day 7 – a substantive follow-up highlighting added value or time-limited terms. Day 14 – an offer to talk by phone or video call. Day 21 – a final reminder with an offer to adjust. Each message is individually phrased – no generic templates. The sequence stops automatically when the customer replies or accepts/declines the quote.
The common CRM and ERP systems are supported: Salesforce (all editions), HubSpot (Marketing, Sales, Service Hub), Microsoft Dynamics 365, Pipedrive, SAP CRM and SAP S/4HANA, Zoho CRM, Freshsales, as well as industry-specific solutions. Integration is via APIs or standard connectors. Quotes are documented automatically as an opportunity/deal, activities logged, status updates synced. For systems without an API, integration via Zapier, Make or n8n is often possible.
Creation time depends on complexity: a simple quote (5-10 line items) takes a couple of minutes. A standard quote (10-30 line items) takes a few minutes. A complex quote (30+ line items, variants) takes around ten minutes. For comparison: done manually, these quotes take hours. The biggest time saving comes not from the writing itself, but from no longer needing to: copy data from the CRM, look up prices, check the calculation, adjust formatting, correct errors.
The investment depends on the scope and complexity of your requirements. We focus on the highest cost efficiency and fast payback. In an initial consultation we lay out the numbers transparently: the effort, the expected ROI and how quickly the solution pays for itself through time savings and higher win rates.
Data security is the top priority: all data is transmitted (TLS 1.3) and stored (AES-256) encrypted. Hosting in EU data centres (GDPR-compliant). Role-based access control – not everyone sees everything. Audit logs for all access and changes. Regular security audits and penetration tests. Optional: on-premise installation for maximum control. Your price lists, customer terms and quote history remain confidential.
Yes, multilingual quote generation is possible: the AI detects the language of the enquiry automatically. Quotes can be created in English, German, French, Italian, Spanish and more. It does not just translate text, but also: adapts currencies and number formats, accounts for country-specific payment terms, inserts legal notices and T&Cs in the target language. Ideal for companies with international customers.
"Quotes should be created in minutes, not hours. And those who reply faster win more often."
The KIKOM team around Markus Kirchmair supports companies in automating their quote processes – from enquiry analysis and price calculation through to automatic follow-up. The focus: more closed deals through faster, more professional quotes.
AI fundamentals, tools and regulation explained clearly.
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