Wasting time trawling over inventory items to pull together quotes?
Introducing the TrueAgent Quoting Agent
Generate Accurate Quotes Instantly with our Quoting Agent
- Seamless System Integration: Connects to your pricing databases, inventory, CRM, and ERP systems for real-time data access.
- Automated Quote Generation: Instantly compiles complex and accurate quotes based on your custom rules and live data points.
- Accuracy & Consistency: Eliminates costly manual errors and ensures standardized, reliable pricing on every quote produced.
- Direct Customer Delivery: Automatically prepares and sends professionally formatted quotes straight to your customers’ inboxes.
- Free Up Your Sales Team: Drastically reduces the manual workload of quote preparation, allowing staff to focus on selling and customer relationships.
- Accelerate Your Sales Cycle: Streamline your entire quoting process, reduce customer waiting times, and win more deals faster.
TrueAgent Quoting Agents work with…
… plus hundreds more
TrueAgent Quoting Agents can…
Connect with your data
Our Agents pull live data from your systems, to ensure quotes are accurate and up to date. These data sources could be a simple as an spreadsheet or as complex as a full inventory management system.
Generate and Disburse
The Quoting Agent not only finds the right information to include in the quote, but it can also generate these quotes and send them to customers. Whether its in email, PDF or via an accounting package.
Human in the Loop
Rest easy knowing that our Quoting Agents come built with the ability to gate check their work. With smart rules set up, you can ensure that the Quoting Agents quotes are routed through the same approval mechanisms as the rest of your team.
Connect with other Agents
More Agents equals more power. If you deploy more than one of our Agent solutions, they natively can talk to each other. Meaning you can trigger complex workflows off of a single entry point.
Want to Take Your Business to the Next level?
Get in touch, we’d love to help.
