Quotes requested on WhatsApp, built from your price list and logged in the CRM.
A custom project for companies losing deals because quoting takes too long. The automation collects the request, builds the proposal from your item base and hands it to the rep ready to review.
Where the deal leaks
The request lands on WhatsApp and waits until a rep has time to do the maths
Each rep builds the quote their own way, with different prices and deadlines
The quote goes out, disappears in the chat history and never becomes a follow-up
Nobody knows how many quotes went out this month, nor how many closed
How AI quoting on WhatsApp
Collected on WhatsApp
The request comes through the channel the customer already uses, with the needed questions asked in the right order.
Your own item base
The proposal is built from your table of items and codes, not from a number invented by the AI.
The rep stays in control
The quote arrives ready for review. Anything outside the standard is flagged for human handling.
Logged in the CRM
Every request becomes a recorded opportunity, with source and stage, so it turns into follow-up instead of disappearing.
What is included
- Quote request flow on WhatsApp
- Structured base of items and codes
- Composition and exception rules
- CRM integration
- Quote generation and delivery
- Maintenance and support of the flow
From first contact to a running operation.
Survey
How quoting works today, with which items, rules and exceptions.
Base and rules
Structuring the item table and the rules the automation will follow.
Build
Assembling the flow, integrating WhatsApp and CRM, and testing with real cases.
Operation
Going live with follow-up, rule adjustments and base maintenance.
Frequently asked questions.
No. It builds the proposal from your item base and your rules. Where no rule is defined, the case is flagged for the rep to decide.
The base has to be kept up to date, and that is part of the scope. An outdated base is the main risk in this kind of automation, because it produces a wrong quote that looks right.
It works best where quotes are made of repeatable items, such as parts, materials and services with predictable scope. Highly custom projects usually need the rep from the start.
Because it depends on your table, your composition rules and the CRM you use. Scope is defined in the survey, before any proposal.