AI quoting software, or a quoting agent built on your own price list.

AI quoting software reads a quote request, fills in products and prices from your catalog and price rules, and drafts a quote for a person to approve. Some tools work only inside their own CRM. A custom quoting agent does the same job inside the systems and pricing rules a business already has.

CPQ, short for configure, price, quote, guides a rep through building a quote from a product catalog. AI quoting adds the reading: it takes the request as it arrives, an email, a PDF or a drawing, and does the first draft itself. Many CPQ tools now add AI features on top, such as Salesforce Revenue Cloud Advanced, which lists AI and analytics.

It depends on where your prices live. If your team sells in Salesforce or HubSpot and the price book fits their catalog, their CPQ tools are the shortest route. If your pricing sits in spreadsheets, cost models or an estimator’s experience, and requests arrive as PDFs or drawings, a quoting agent built on your own rules usually fits better.

ChatGPT can write a quote document if you paste in the products and prices. It cannot see your price list, your customer tiers or your stock unless someone connects them, and nothing stops it inventing a price. A quoting agent connects to your real data, applies fixed price rules, and shows a person the reason for every line before anything is sent.

Not on our builds unless you decide it should. The agent drafts the quote and a person on your team approves it. Some teams later let low-risk repeat quotes go out automatically, but that is a decision you make once the agent has a track record on your own requests.

Accuracy depends on how clear your price rules are. The agent applies fixed rules for the price itself and uses AI for reading the request. Before you sign, we run it on a sample of your past requests and compare its drafts with the quotes your team actually sent, so you see the accuracy on your own data.

On 17 October 2026 Salesforce listed Revenue Cloud Growth at $150 and Revenue Cloud Advanced at $200 per user a month, billed annually. Growth lists quoting and a product configurator; Advanced adds contracts, invoicing and AI and analytics. Your own Salesforce licenses are a separate cost.

Yes. On 17 October 2026 HubSpot’s CPQ page said you need a Revenue Hub Professional or Enterprise seat to use its CPQ, and pointed to a separate pricing page rather than stating a price. It suits teams whose deals and products already live in HubSpot.

For machine shops quoting from CAD files, Paperless Parts is built for that job; it published no prices on its pricing page on 17 October 2026. Manufacturers whose costs depend on their own routings, materials and margins, or who quote from emailed RFQs, often need a quoting agent that uses their own cost model.

Basic quote templates exist in free invoicing and CRM tools, and they work when you type every line yourself. Free tools do not read requests or apply your price rules. The time AI quoting saves is in the reading and the first draft, which free templates leave to your team.

Enterprise quoting tools such as DealHub and Paperless Parts price by team size, features and integrations, so their pricing pages ask you to request a quote. That makes it hard to compare costs up front. Ask each vendor for the full yearly figure, including add-ons and implementation, before you compare.

We quote one fixed price per phase in writing after a scoping call, starting with a pilot on one product line or one request channel. The agent runs in your own accounts, so there is no per-seat license from us. AI usage and hosting are billed to your accounts at cost.

It reads each request, pulls out the lines, matches them to your catalog, applies your price rules, drafts the quote in your CRM, ERP or QuickBooks, and sends it to a person to approve. Anything it cannot match or price is flagged with the reason, instead of being guessed.

The ones you already use: Salesforce, HubSpot, QuickBooks, NetSuite, Odoo and other ERPs, shared inboxes, PDFs, spreadsheets and drawing files. The quote lands where your team already looks, in your own quote template.

It can read PDFs, scans and common drawing exports to pull out part numbers, quantities, dimensions and notes. What it reads is checked against the source before it is used, and anything unclear goes to your estimator with the page attached.

Yes. Before any contract, the agent drafts quotes from a sample of your own past requests, with names removed if you prefer. You compare its drafts with what your team sent and decide from that.

The pilot covers one product line or one request channel, so it is the shortest phase. Each later phase adds products, channels or teams. You get a dated plan with the fixed price for each phase before it starts.

You do. The code and repository are yours from day one, the agent runs in your own accounts, and your price lists and customer data stay in your systems. If you stop working with us, the agent keeps running and any developer can take it over.

Defects found after launch are fixed inside the build price for a cover period agreed before work starts. After that, support is optional. Each change, such as a new product line or price rule, is quoted and approved before we do it, and there is no monthly minimum.

It is worth it when quoting is the bottleneck: requests wait days for a reply, or one estimator holds all the pricing knowledge. Count how many quotes you send each week and how long each takes. If that time is a large share of someone’s week, the agent pays for itself sooner.

Yes, when quotes are built from site details, specs and labor rates that follow rules. The agent reads the request and the attached specs, applies your rates and margins, and drafts the project quote for your estimator to check.

Takeoff tools such as those that measure quantities from plans solve a different step: counting. A quoting agent prices what has been counted and turns it into a quote in your systems. Some teams use both, with the agent picking up the takeoff output.

Use the form on this page or book a call with the founder. Name and email are enough to start. In the next step you can add the systems involved and attach a sample request or your current quote template. Bhavesh replies within 24 hours.