AI & AGENTS · QUOTING AGENT
The quote starts itself.
From specifications and drawing schedules to a priced, standardised quote — with your people confirming, not calculating.
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TODAY
How this job is done now — and why it wears people out.
- Manual take-off: Someone reads the drawings and types dimensions into a spreadsheet, line by line.
- Senior-only knowledge: Product rules and price logic live with a few experienced estimators — quoting stops when they're busy.
- Enquiries queue: Every quote in the backlog is an order that might go somewhere faster.
HOW THE AGENT TAKES OVER
Trigger → interpret → draft → your confirmation.
- Trigger: A new enquiry arrives with drawings or specifications attached.
- Interpret: The agent parses the documents and extracts dimensions, items and specifications.
- Draft: Product rules and price logic run through the quoting engine to produce a draft quote.
- Confirm: Your estimator reviews, adjusts if needed, and releases — the human stays on the decision.
FOUNDATIONS
Built on a system that already quotes for real.
The Quoting Agent runs on top of our automated quoting engine — in live deployment for a windows-and-doors manufacturer — and our document intelligence layer. Your data stays inside your boundary; the agent works with your rules, not a generic model's guesses.
The quoting system · Document intelligence