Customer information
Find the authorized file and avoid re-entering the contact details already available.
- Identity and contact
- Useful history
- Request reference
Creation of quote
Create quotes with AI. From customer request to a document ready to check.
Sania extracts useful information from a request, uses the authorized data and prepares a structured quote. The amounts, conditions and missing elements remain visible before validation.
Direct response
Creating a quote with AI involves transforming information of a customer request in a structured document: identity, context, services, conditions and accompanying message. AI speeds up preparation, but prices, commitments and conditions must remain controlled before sending.
Content of the draft
Sania prepares what is known and points out what is missing.
Commercial content
Structuring the services requested without inventing missing information.
- Description of the mandate
- Authorized pricing elements
- Points to be confirmed
Document and message
Prepare the deliverable and its accompanying email in the same process.
- Draft document
- Personalized email
- Validation before sending
Follow-up
Prepare the next step when the CRM or reminder service is activated.
- Opportunity status
- Follow-up reminder
- Visible history
Control
Four checks before a quote goes out.
Customer
Check the identity and the correct recipient.
Scope
Confirm the benefits and exclusions.
Conditions
Check the amounts, deadlines and validity.
Sending
Validate the document and its message.
FAQ
Questions about AI-generated quotes.
How to create a quote with AI?
The request is analyzed, the authorized information is reconciled with the client and a draft is composed. Unconfirmed items should be reported rather than assumed.
Can the quote be sent automatically?
The level of automation depends on the rules chosen. For a commercial engagement, human validation is generally the most prudent framework.
Can we use its prices and models?
Yes, when the necessary data, models and integrations are configured in the applicable service.