Automated Sales Quoting
For revenue teams closing more deals than their quoting process was built to support.
Every quote goes out same-day, accurate, and on-brand — without anyone on the revenue team building it by hand. Reps stop chasing approvals. Buyers stop waiting on a PDF. Deals that used to lose momentum at the quoting step keep moving.
The system takes the deal data already in the CRM, applies the right pricing rules, pulls in the right legal terms, generates the quote, routes it for any approvals that actually need a human, and delivers it to the buyer with a tracked link. When the buyer signs, the deal advances on its own. When the rep needs to adjust something, the override is one click — not a thirty-minute trip through three tabs.
Numbers reflect aggregate outcomes across five anonymized deployments. Pricing-rule complexity and approval-routing depth vary per deployment; the time-to-quote target holds across all of them. Rule engine and approval logic live in the engineering disclosure.
Outcome metrics
- Time from quote request to delivered quoteunder 1 hourDown from 2–5 days on most deployments.
- Quote error rateunder 1%Pricing, line items, and terms validated before send.
- Deals won that previously stalled at quoting+18–24%Range across 5 deployments.
- Sales-rep hours returned per week8–12 per repTime reps used to spend chasing quote approvals.
Deployment record
- Engagement length
- 3–7 months
- 5 months average across deployments.
- Team capacity
- 2–4 FTE
- Fractional team deployed per engagement.
- Rocks landed
- 12
- 92% landed against quarterly Rocks.
- Deployments
- 5
- Aggregate across anonymized engagements.