Quotes from your rates and your model, the same every time
An agent asks the questions that set the scope, calculates with your rates and writes the quote. You review it and send it.
The problem
“Every quote comes out differently.” It depends on who prepares it, how rushed they are and what they remember from the last one. Two similar projects end up with different amounts and nobody can explain why.
It happens in any company that sells bespoke projects or services. And when the customer asks why it costs what it costs, the answer is improvised, or the amount is lowered without touching the scope.
How it is done today
Someone opens the last quote that looks similar, changes the customer's name and adjusts the line items from memory. The questions that really change the scope are asked late, or not at all, and come up when the project is already under way.
The terms, the validity and the payment schedule are copied from an old document, hopefully the right one.
How we solve it
- It reads the customer's request: the email, the tender documents or the meeting notes. What can be deduced from them is answered and marked as deduced.
- It asks you the missing questions, the ones in your catalogue, each with its reason: what changes in the work depending on the answer.
- It calculates with your pricing model and your rates. Anything that does not fit the catalogue goes in as a separate line item, with its reason.
- It lays out two columns: the minimum version of the same service and what was requested. Each difference is tied to a specific answer.
- What the customer does not know yet is not counted: it stays on a pending list and the document says it is not included in the amount.
- It writes the document for the customer, with your terms, the validity and the payment schedule, and separately the internal estimate, which is not shared.
Result
In our own company, quotes come from our rates and our model, and they explain what makes each project more expensive and what its minimum version is.
What it takes
Timeline
What takes conversation is writing down your model: which questions change the work and how much each answer weighs. If you already quote with stable criteria, it is short. The exact timeline comes out of the assessment.
Data and access
Your rates per profile, and your usual terms, validity and payment schedule. A few past quotes to draw the questions and line items from. No access to any system is needed.
Your tools
Your document template. If you number quotes in your invoicing tool, the number is assigned there and the agent does not make one up.
How it is built
Hours and amounts are calculated by a program from your catalogue and your model, not by the AI model: the same answers always give the same amount. The AI reads the request, asks and writes.
The catalogue and the pricing model are your company's files, separate from the program. They do not leave your folder and are not mixed with another company's.
The terms in the document are the ones you have declared. If the customer asks for one that is not there, you are asked: nothing is made up.
Internal hours and margins do not appear in the customer's document. They go in the internal estimate, which is stored next to the quote.
Frequently asked questions
Does the agent send the quote to the customer?
No. It leaves the document ready for review. Sending it, and when, is decided by a person in your company.
Does the agent decide the price?
No. The amount comes from your rates and your pricing model, applied to the customer's answers. The agent has no rates of its own.
What if the customer wants to pay less?
Scope is cut, not hours. The table shows the minimum version and what each option adds, so the customer chooses knowing what is left out.
What if the customer cannot answer a question?
It stays pending. It is not counted and the document says so: pending confirmation and not included in the amount.
What does Julditec do?
We implement the agent, adapt it to your company, train your team and maintain it. The day-to-day work is done by the agent; deciding and approving stays with your team.
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Part of Sales and tenders