Quote and RFQ automation, days to minutes.
Slow quotes lose deals. We build automated RFQ workflows that capture requirements, price intelligently, and deliver branded proposals while your competitors are still digging through email.
Sound familiar?
Quotes take days
RFQs bounce between sales, engineering, and pricing. By the time you respond, the buyer already moved on.
Inconsistent pricing
Every rep quotes a little differently. Margin leaks, deals get under-priced, and accounting cannot reconcile.
Lost in inboxes
RFQs arrive as PDFs, web forms, and emails. No central pipeline, no visibility, no accountability.
How we build it.
Intake everywhere
Capture RFQs from web forms, email, and AI chat into a single intake queue with structured data.
Pricing logic
Encode your pricing rules, volume tiers, and margin floors so quotes generate with the math you trust.
Proposal generation
Auto-build branded PDF proposals with line items, terms, and e-signature ready to send.
Track and follow up
Quote-stage automations remind buyers, alert reps, and surface the ones at risk of going cold.
What you get.
A quoting system that responds while interest is hot, holds margin, and gives leadership a real view of pipeline velocity.
- Unified RFQ intake portal
- Rules-based pricing engine
- Branded proposal templates
- E-signature integration
- Quote follow-up automation
- Win-rate and velocity reporting
Related paths and playbooks.
AI Solutions
See how AI agents and automations power intake, pricing, and proposal workflows.
Learn moreSales automation
Keep every quote moving with structured follow-up, alerts, and pipeline reporting.
Learn moreRFQ checklist
Use the checklist to spot bottlenecks in your current quoting process.
Learn moreReady to put this in motion?
Book a free 30-minute fit call. We'll scope the work and tell you straight whether we're the right partner.