From enquiry to quote - in minutes.
A sales rep pastes the customer email. The AI suggests line items from the price list with the right quantities, prices and margins, generates a branded PDF quote and sends it directly from the system. No hunting through spreadsheets. No manual formatting. No guessing which deal is in which stage.
A quote should not take 45 minutes. But it does.
"Preparing a quote takes 45 minutes - I look up the price list, check the margins, format the PDF." We hear this from most sales teams. The copilot reduces this to the time it takes to review a suggestion.
"Sales reps give different discounts to the same customer." Without a central rules system, every rep decides individually - the result is inconsistent margins and customers who notice.
"We do not know which deals are at which stage." Quotes in Word, sent by email, saved locally - the sales manager has no visibility until they ask everyone individually.
From enquiry to signed quote - without switching tools.
Customer email in. Quote out.
One-time setup. Monthly subscription with no surprises.
No hidden costs. Price list, margins and PDF templates are included in every package.
Up to 3 sales reps, price list import, AI line item suggestion, branded PDF, email sending, quote status tracking. Ideal for small teams wanting a faster sales cycle.
Unlimited sales reps, per-customer margin and discount rules, deal history, automatic conversion to sales order, Minimax and Pantheon integration, pipeline overview.
Larger sales teams, custom approval workflows, integration with your own ERP or bespoke price lists, API access, SLA support. Implementation and onboarding included.
Common questions about the Quote Copilot.
What is yours. What is not.
Your data is yours at all times. When you leave, you receive a complete export - no delays.