AI Quoting Software – Instant & Accurate Quote Automation System
Try AI-based quoting software for instant, accurate sales pricing generation and management.
Automated pricing and quoting software that integrates seamlessly with your ERP
What is AI-Based Quoting Automation?
AI-Based Quoting Automation is a smart system that uses artificial intelligence (AI), machine learning (ML), and predictive analytics to generate, validate, and approve sales quotes without manual effort.
It extracts pricing data, customer histories, and contract terms from emails, CRM systems, and CPQ platforms to create dynamic, compliant quotes. This system helps sales teams eliminate pricing errors, accelerate approvals, and optimize quote-to-cash workflows for higher conversion rates and revenue growth.
AI Quote Generation in Action (Watch It Work!)
Experience real-time AI-powered quote automation with a live demo. Watch how AI Agents generate quotes, apply pricing rules, and sync with CRM systems, all in seconds.
What You Can Expect From AI Quoting System
Industrial Automation AI ™ Quoting System automates pricing, reduces errors, and accelerates sales cycles using AI. It generates, validates, and syncs quotes across CRM, CPQ, and ERP systems while enforcing compliance and dynamic pricing rules. Scale effortlessly and optimize revenue operations.
Automated Quote Generation
AI creates customer-specific quotes using real-time pricing data, eliminating manual input:
- Automatically applies volume discounts and contract terms.
- Reduces quote turnaround time from hours to seconds.
Dynamic Pricing Automation
AI adjusts prices based on demand, inventory, and customer behavior:
- Ensures competitive, compliant pricing.
- Updates quotes in real time to reflect market changes.
AI-based Data Extraction
Pulls customer data from emails, CRMs, and CPQ tools with 99% accuracy:
- Processes structured and unstructured pricing requests.
- Learns from historical quotes to improve relevance
Seamless CRM/CPQ Integration
Connects to Salesforce, HubSpot, Oracle CPQ, and SAP:
- Syncs quotes, customer data, and approvals instantly.
- Ensures consistency across sales platforms.
Fraud Detection & Compliance
AI flags unauthorized discounts and pricing errors:
- Prevents revenue leakage with automated audits.
- Ensures adherence to sales policies.
Custom Pricing Rules
Applies business-specific logic for approvals and discounts:
- Automates tiered pricing and deal-specific exceptions.
- Adapts to regional or industry regulations.
Multi-Channel Quote Management
Processes quotes from email, web forms, and CRM:
- Centralizes all channels into one AI-driven system.
- Ensures consistent pricing and customer experience across platforms.
Predictive Sales Analytics
Tracks quote acceptance rates and pricing trends:
- Forecasts revenue impact using AI insights.
- Provides actionable recommendations to optimize sales strategies.
Scalability & Continuous Learning
Learns from every quote to improve speed and accuracy:
- Handles 1M+ quotes daily without delays.
- Scales effortlessly to meet growing business demands.
Ready to automate your sales quoting?
Integrates With All The Systems You Already Use
Connect effortlessly with leading ERPs, including SAP, Oracle NetSuite, Microsoft Dynamics 365, Infor, Epicor Eclipse, and Epicor Prophet 21, across cloud, on-prem, or hybrid environments.
How AI Quoting Automation Works?
This AI-based Quoting System ensures fast, error-free, and scalable quote generation with minimal manual effort.
Quote Intake
Data Extraction & Validation
Intelligent Processing
ERP Integration
Continuous Learning & Optimization
Why Choose an AI-Based Quoting Automation System?
AI-Based Sales Quoting Software streamlines quote generation by automating pricing, minimizing errors, and adapting to customer needs.
| Feature | AI-Based Order Management | Manual Call Centers |
|---|---|---|
| Speed | Instant AI-generated quotes | Hours/days for approvals |
| Accuracy | 99% error-free pricing | Prone to human mistakes |
| Scalability | Handles 1M+ quotes daily | Limited by team capacity |
| Compliance | Automated policy enforcement | Manual oversight required |
Secure & Compliant AI Quoting
Ensure regulatory compliance and data security with AI-driven automation.
- Ensure regulatory compliance (GDPR, SOX) and data security with AI-driven automation.
- Protect sensitive pricing data with enterprise-grade encryption.
AI-Powered Reporting & Smart Insights
Unlock actionable insights with AI-driven analytics and reporting.
- Track quote acceptance rates, pricing trends, and sales performance.
- Predict revenue impact with AI-driven analytics.
Customization & Adaptive AI Solutions
Tailor AI to enforce industry-specific pricing rules.
- Tailor AI to enforce custom discount tiers and approval workflows.
- Integrate with legacy CPQ systems effortlessly.
Advanced AI Features & Scalable Add-Ons
Enhance automation with advanced features and AI-powered add-ons.
- Enhance quoting with AI-powered dynamic pricing and competitor benchmarking.
- Scale AI capabilities as your business grows.
Expert Support, Community & Resources
Access dedicated AI experts and in-depth documentation.
- Access CPQ integration specialists and a knowledge base.
- Stay updated with ongoing enhancements and support.
See what people say about Industrial Automation AI ™
Industries We Automate Using AI
Manufacturing
Wholesale & Distribution
Healthcare
Technology
Energy & Utilities
How to Automate Sales Quoting in Your Industry Using AI?
Industrial Automation AI™ Agents adapt to any industry, handling complex pricing rules and approval workflows without coding.
Teach Your AI Agent
Connect your CRM, product catalogs, and sample quotes to train the AI on pricing formats, customer preferences, and approval workflows for accurate quote generation.
Implement Business Logic
Define custom pricing rules, discount tiers, and approval chains to ensure AI enforces business-specific policies and compliance standards automatically.
Scale Gradually
Start with a small percentage of quotes (e.g., 10%) to test AI accuracy, then expand automation to 100% as confidence grows.
FAQs
Industrial Automation AI is an advanced system that automates sales quote generation, validation, and delivery. It eliminates manual pricing errors and accelerates deal closures.
AI extracts data from emails, CRMs, and CPQ tools, then applies dynamic pricing rules and discount logic to generate accurate quotes instantly.
It processes quotes in PDFs, Excel, EDI, CRM entries, and even voice call summaries.
Yes, AI enforces volume discounts, contract-specific terms, and regional compliance automatically.
Yes! It seamlessly integrates with Salesforce, HubSpot, Oracle CPQ, SAP, and Microsoft Dynamics.
The AI analyzes historical quotes, customer responses, and sales outcomes to refine recommendations.
Deployment takes 2-4 weeks, depending on CRM complexity and pricing rules.
Yes, it generates 1M+ quotes daily, adapting to seasonal demand spikes effortlessly.
Absolutely! AI automates routine quotes, freeing reps to negotiate complex deals.
Yes, it uses end-to-end encryption and role-based access to protect sensitive pricing.
Yes, it adheres to GDPR, SOX, and regional pricing compliance standards.
