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Quotes that draft
themselves overnight.
An Ontario industrial supplier was turning every inbound request into a quote by hand. We built an AI agent that reads the enquiry, prices it from their own rules, drafts the proposal and waits for a one-click human approval before it ever reaches a customer.
The challenge
Every quote was a manual rebuild.
Requests arrived by email and web form in two languages, each one slightly different. A salesperson had to look up part numbers, apply tiered pricing and freight rules, copy it into a template, then re-key the whole thing into the CRM.
It took half a day to turn a busy inbox into sent quotes. Hot leads went cold while they waited, and rushed quotes carried pricing errors that ate into margin.
Our approach
Automate the draft, keep the judgment.
We didn't try to let an AI send prices unsupervised. We mapped the real quoting workflow, encoded their pricing logic as explicit rules, and used the language model only for the parts it's genuinely good at: reading messy requests and writing a clean proposal.
A working prototype ran on their last month of real enquiries within two weeks, so the team could judge it on their own cases before we hardened it for production.
What we built
From inbox to approved quote, on a rail.
Capture the request
Emails and web-form enquiries land in one place. The agent reads each one in English or French and pulls out parts, quantities and delivery details.
Price it by the rules
A deterministic rules engine applies their tiered pricing, customer-specific discounts and freight, so the numbers are theirs, not a model's guess.
Draft the proposal
The language model writes a clear, on-brand quote from the priced line items, in the customer's language, ready for a person to read.
One-click human approval
A salesperson reviews the draft, adjusts anything unusual, and approves. Nothing reaches a customer without that sign-off.
Send and log to the CRM
On approval the quote is sent and written straight into the CRM with status and follow-up dates, so nothing is forgotten.
The outcome
The team reviews instead of retypes.
Most quotes are now drafted within minutes of a request arriving, even outside business hours. The salesperson's job shifted from data entry to a quick, confident review and send.
Faster, more consistent quotes lifted the win rate, pricing errors dropped to near zero, and every quote is now tracked in the CRM. The agent runs on their existing tools, and the team can see exactly what it did at each step.
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What if your quotes wrote themselves?
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