Quotation Builder

Professional quotes in minutes, not hours.

An AI-powered quotation builder that generates professional proposals with updated prices, optimized margins and automatic approvals.

+40%

Operational efficiency

3x

Faster

-60%

Manual errors

24/7

Continuous automation

Backed by industrial leaders
Sercodam
Cliente 2
Cliente 3
Cliente 4
Cliente 5
Cliente 6
Sercodam
Cliente 2
Cliente 3
Cliente 4
Cliente 5
Cliente 6
Benefits & features

Quote faster, win more deals.

From customer request to final proposal, everything automated with intelligent margins.

Automatic quotation generation with AI

AI analyzes customer history, current inventory prices and commercial policies to generate optimized quotes in seconds. Includes configurable prices, discounts, terms and conditions.

View demo →

Customizable professional templates

Designs with your brand, logo and colors. Generate professional PDFs that impress your customers.

Policy-based automatic approvals

Define discount rules and minimum margins. Quotes within policy are approved automatically.

Follow-up and conversion

Track which quotes are opened, reviewed and converted to orders. Send automatic reminders.

Case studies

Teams that are already quoting faster

We used to take 2 days to send a quote. Now in 10 minutes the customer has their professional proposal in their inbox.

10 min per quote

A

Alejandro Ruiz

Commercial ManagerSercodam

Automatic approvals eliminated the bottleneck. I no longer have to wait for the manager to review every quote.

-90% approval time

D

Daniela Perez

Sales ExecutiveNorthern Distributors

AI-optimized margins helped us find the perfect balance between competitiveness and profitability.

+15% average margin

H

Hector Jimenez

Commercial DirectorMetalTech Industrial

The automatic follow-up is incredible. The system notifies me when the customer opens the quote and suggests the best time to follow up.

+30% conversion rate

O

Omar Salinas

Senior SalespersonIndustrial Monterrey

We used to take 2 days to send a quote. Now in 10 minutes the customer has their professional proposal in their inbox.

10 min per quote

A

Alejandro Ruiz

Commercial ManagerSercodam

Automatic approvals eliminated the bottleneck. I no longer have to wait for the manager to review every quote.

-90% approval time

D

Daniela Perez

Sales ExecutiveNorthern Distributors

AI-optimized margins helped us find the perfect balance between competitiveness and profitability.

+15% average margin

H

Hector Jimenez

Commercial DirectorMetalTech Industrial

The automatic follow-up is incredible. The system notifies me when the customer opens the quote and suggests the best time to follow up.

+30% conversion rate

O

Omar Salinas

Senior SalespersonIndustrial Monterrey

Resources & use cases

Improve your quotation process

Resources to quote faster, win more deals and optimize your margins.

From 2 days to 10 minutes: Sercodam's transformation

How a network distributor eliminated friction from their quotation process and accelerated their sales cycle.

Guide: Discount policies that maximize margin

How to define automatic approval rules that protect your margins without slowing down your sales team.

5 mistakes that make you lose quotes

Delays, pricing errors, lack of follow-up — the most common mistakes and how the AI quotation builder eliminates them.

Frequently asked questions

Frequently asked questions about the Quotation Builder

Answers to the most common questions about our AI-powered quotation generator.

Quotation Builder

Quote faster starting today

Schedule a free demo and discover how our AI-powered Quotation Builder can accelerate your commercial process.

Request free demo