AI use case

Quote Generation

Quickly generate structured, consistent quotes from expressed needs, history, and business rules.

  • Executive
  • Operations
  • Sales

A quote gets built under deadline pressure, starting from a specification to interpret and a pricing history that often exists only in a few people’s heads.

We build systems that structure a first draft from past deals, so the estimator starts from something already built and keeps control of margin and negotiated terms.

The quote that has to be ready before the deadline

A tender lands with a bill of quantities to price before Monday’s submission. The estimator pulls up a similar quote from the archive, adjusts each line, checks this week’s supplier prices, and reformats the document with the client’s branding. This routine repeats for every deal, with small variations that make copy-paste risky, a price-revision clause left out, a discount from last year carried over by mistake.

Pricing knowledge usually lives with one person

The gap shows up fast once a pilot leaves the standard case: a bundled service, a key account with its own rate card, partial subcontracting, and the pricing logic turns out to sit in the head of the most senior estimator. A first automatic draft in a clean spreadsheet looks convincing in a demo; it falls apart the moment it needs a case that has never been written down anywhere structured.

The project starts with a usable quote history

Building a generator assumes a history of quotes and their outcomes, won, lost, renegotiated, in a format a machine can read, plus a price list kept current by someone named for the job. Without that, the system trains on pricing that was already wrong or out of date, and reproduces the same gaps at scale.

Margin stays a commercial call

We design an assistant that reads the specification, proposes a line structure, suggests pricing by comparison with similar past deals, and flags assumptions that need checking. The estimator starts from a structured draft instead of a blank page, and keeps control of margin, negotiated terms, and anything specific to that client. The saving is measured in formatting time; the pricing decision stays entirely commercial.