Quote creator
Hand it the customer’s request, from an email or a note on the deal, and it drafts the quote from your price book, your terms and your template. Discounts past a rep’s limit wait for the sales manager.
Only the big discounts wait. Every other quote is ready to go.
Here’s a typical run, step by step: what automation handles, what the agent does, and the calls that stay with your team.
Step 1 of 5Read the ask
The agent
Reads Cobalt Freight’s email and the rep’s note: 40 seats on the annual plan, the reporting add-on, and a question about price.
Customers ask for “the bigger plan with the reports”, not product codes, and someone has to know what they mean.
- Rep’s inbox
- CRM
- Quoting tool
~20 hours a month back
Step 2 of 5Price it from the book
Automation
Pulls this quarter’s price for each line, applies the 40-seat volume tier and your standard terms, and totals it.
Once the products are known, the price book has one answer for each of them.
- Price book
- Quoting tool
~15 hours a month back
Where teams differNot every team has a list. Plenty build each price from labor, materials and a markup instead.
Step 3 of 5Check the discount
Automation
The rep wants to offer 15%. Anything past the 10% a rep can give goes to the sales manager, with the deal and its history.
The rep’s limit is written into your rules, so the quotes that need a second look are sorted before anyone opens one.
Your teamIf over the rep’s 10% limit
Approves 15% for a two-year term, meets in the middle at 12%, or holds at 10% and says why.
A deeper discount is a commercial call, and it sets a price the next customer may ask for too.
- CRM
- Quoting tool
~5 hours a month back
Where teams differLimits vary: a percentage per rep, a dollar amount per deal, or a floor price nobody goes under.
Step 4 of 5Write it up
The agent
Puts the lines, the agreed discount and the terms into your quote template, with a short note answering what Cobalt asked.
A quote that answers the customer’s own question reads like the rep wrote it. A bare price list doesn’t.
- Quote templates
- Quoting tool
~20 hours a month back
Step 5 of 5Save it for the rep
Automation
Attaches the quote to the deal, sets a 30-day expiry and tells the rep it’s ready to send. The deal amount is theirs to change.
Every quote is saved in one place and holds for the same 30 days, whoever asked for it.
- Quoting tool
- CRM
~8 hours a month back
What changes
A rep gets a finished draft, priced from this quarter’s book and your standard terms. Discounts past their limit reach the sales manager with the deal’s history.
- 3steps automated
- 2steps for the agent
- 1call kept with your team
Pick any step to see what happens there and why it sits in that lane.
What it could be worth
~68 hours a month back
$44,900 a year in time
For a sales team sending about 150 quotes a month, at $55 an hour. We work out yours from your own volumes before you sign.
Let’s build your agentOne proven agent, plugged into how you work.
Every team does this job a little differently, so we set these five with the people who do it today. We’ve done this in dozens of businesses, so we know where teams usually differ and ask about those first.
The agent
Same for every client- Follows the same proven steps
- A person on every exception
- Every decision logged
- Tested on your past work first
- Never gives a discount past your limits
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Your systems
Where the work comes in, and where the result goes.
For this agentRequests from your CRM and inbox, quotes built in your quoting tool or template.
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Your rules
The limits and exceptions it works to.
For this agentYour price book, volume tiers, discount limits and standard terms.
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Your team
Who signs off, and who covers when they’re away.
For this agentThe sales manager for discounts past a rep’s limit, finance for unusual terms.
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Your channels
Where your team hears from it.
For this agentSlack or Teams to the rep, the quote on the deal in your CRM.
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Your output
What it hands back, in the format you already use.
For this agentA quote in your template, saved to the deal for the rep to send.
Proposals and CRM clean-up after calls are other agents in the catalog. Negotiating the price stays with your reps.
The agent, and everything that keeps it working.
- The agentRunning on your systems, under your rules.
- The review screenWhere the exceptions land for your reps and the sales manager.
- Your rulebookYour limits, exceptions and who signs off, in one place, often for the first time.
- A test reportYour past quotes, run through it and checked against the number.
- The runbookHow it works, what to check, and what to do if it stops.
- 30 days of tuningAfter it goes live, through a full month of your real quotes.
Hours from a quote being asked for to a draft with the rep. We measure it before we start, and again at day 30.
Live in 3 to 6 weeks. About seven hours of your time.
We do the building. Your side: access, three months of sent quotes and your price book, and a short weekly check-in.
Then 30 days of tuning, with a short check-in each week, about two hours of yours. At day 30 we show you the number and hand everything over.
It keeps running whether or not we stay.
It runs in your accounts
Your cloud, your systems, and an AI account in your name, billed by the provider at their rates.
Changes in the first 30 days are included
A new rule, a changed limit, someone new signing off. That’s what tuning is for.
After that, your call
Your team edits the rulebook, the care plan covers it, or a bigger change is quoted first.
Quoting work like this cut rate selection time 70% for a cargo surveying firm.
About this agent.
What if a product isn’t in the price book?
Does it send quotes to customers?
Our process isn’t quite like this. Will it still work?
How do we agree the number?
What does it cost to run once it’s live?
Where does your price book live today?
Tell us how your team handles quotes today. We’ll show you this agent on examples like yours, and whether it fits the fixed price.
- 3 to 6 weeksto live, then 30 days of tuning
- $12,500fixed, per agent
- Yours to keepno license fees