Quote the Same Day. Follow Up Every Time. Lose Nothing to Silence.

GenAI turns each enquiry into a draft proposal from your price list and templates, checks the gross margin, and sends it once a person approves. Context-aware follow-up emails go out on the schedule you set, non-standard discounts are escalated to a manager, and every step is recorded in your CRM.

GenAI Solution · Live in about 1 month. Includes its own quotation dashboard.

In a complimentary 30-minute consultation, you'll get:

  • How enquiries arrive and how quotes are put together today
  • Your price list, templates and who approves a quote
  • The follow-up cadence and when a deal is marked lost
Let's talk
GenAI Quotation & Follow-Up Automation Agent: an enquiry becomes a draft quote, is approved by a person, sent, and followed up on schedule
This is a packaged product, not a custom project

GENAI SOLUTION

A fixed-scope GenAI agent we have built and tested, with its own client dashboard and automated human escalation. We connect it to your systems, configure it to your rules, and switch it on in about a month.

✓ Fixed scope, fixed price✓ Fast to production✓ Ready to deploy today

From Enquiry to Approved Quote to Closed Deal — Without the Chasing

Most small businesses do not lose deals on price. They lose them in the gap between the enquiry and the quote, and in the follow-up that never happened because the week got busy. Singapore SMEs consistently name quotations, approvals and documentation as the admin that quietly throttles growth.

This is one GenAI agent with a fixed scope — it does the drafting, the chasing and the record-keeping, and leaves pricing decisions and the relationship to your team:

How the GenAI Quotation & Follow-Up Automation Agent works: enquiries from forms, email and WhatsApp become draft quotes from your price list, a person approves, the quote is sent and followed up on schedule, and the CRM is kept current
✓
Enquiry capture

Picks up enquiries from web forms, email and WhatsApp, extracts what was asked for, and opens the deal in your CRM.

✓
Dynamic proposal drafting

Builds a proposal from your price list, packages and templates, in your format and with your terms, ready for a person to check.

✓
Margin calculations

Calculates the gross margin of every draft and flags quotes that fall below the floor you set.

✓
Approval and send

Routes the draft to the right approver, then sends it to the customer with a tracked link and a PDF.

✓
Context-aware follow-ups

Follow-up emails written for where the deal stands (opened but no reply, expiring soon, won or lost), on your schedule, stopping the moment the customer responds.

✓
Automated human escalation

Non-standard discounts and unusual terms stop and wait for one-click approval from the right manager before anything is sent.

✓
CRM kept current

Stage, value, next action and every message are logged automatically, so the pipeline you look at is the real one.

See it working

Start with a quick win, then grow

Start with a quick win: one GenAI agent, live in about a month. When you are ready for more, we grow it into a customised digital transformation project solution package, scoped to your processes and your data.

Complimentary 30-minute call on Google Meet. No commitment required.

Your client dashboard

Every GenAI Agent Comes With Its Own Dashboard

Your team signs in to one secure web dashboard to see what the agent is doing, approve what matters and stay in control. No command lines, no raw logs, nothing a non-technical manager would get stuck on.

GenAI Quotation & Follow-Up Automation Agent · dashboard · illustrative layoutAgent running · Pause
What your team sees for this agent
  • Library of every proposal drafted and sent
  • Gross margin check on every quote
  • Follow-up dates and status for each deal
  • Discount requests waiting for a manager's approval
In every agent's dashboard
01
Human escalation queue

When the agent meets an unusual case, it stops on that item and sends it here for a person to approve, reject or take over.

02
Live audit logs

A searchable history of every conversation, document and decision, with the reasoning and the source the agent used.

03
Self-service knowledge base

Drag and drop new PDFs, price lists and SOPs. The agent learns them straight away, without waiting for an engineer.

04
AI usage and cost tracking

You use your own AI and WhatsApp API keys, with no mark-up from us. The dashboard shows live usage and spend, with an alert if it spikes.

05
Emergency pause switch

One click pauses the agent's outside actions while you check something; one click resumes it. Part of our GARD governance framework.

Illustrative layout. Panels are set up around your own process during the first month.

What the GenAI Quotation & Follow-Up Automation Agent Delivers

The first thing owners notice is quotes going out the same day; the second is deals that used to vanish coming back with a yes or a no.

Same day
Quote Turnaround

Enquiry to approved quote in hours, with a person checking the numbers — not a week of 'I'll get to it'.

100%
Quotes Followed Up

Every open quote gets the follow-up sequence, every time, until the customer answers or the deal is closed out.

0
Deals Lost to Silence

Nothing goes quiet in an inbox. Each deal ends in a decision, and your CRM says which.

Live
Pipeline You Can Trust

Stages, values and next actions are updated by the automation, so the forecast reflects reality without anyone filling in fields.

Your salesperson still decides the price and still has the conversation. The automation makes sure the quote is drafted the moment the enquiry lands, the customer hears from you on schedule, and the CRM tells the truth.

See It Draft Your QuoteComplimentary 30-minute consultation. No commitment required.

Deployed Within 1 Month

1

Scoping (Week 1)

Map how enquiries arrive and quotes are built, gather your price list and templates, and agree the approval and follow-up rules.

2

Configuration (Week 2–3)

Connect forms, inbox, WhatsApp and CRM; set up the quote template, approval routing and the follow-up sequences.

3

Testing (Week 3–4)

Run last month's enquiries through, compare the drafts with the quotes you actually sent, and tune the rules.

4

Go Live (Week 4)

Switch on for new enquiries, brief the sales team on the approval queue, and review the first week's pipeline together.

Ready to send quotes the same day?

Book a complimentary consultation and watch the automation draft a quote from one of your real enquiries.

Let's talk

Three Ways to Work With Us

Start with a fixed-scope AI agent solution, add what you need, or go fully bespoke.

📦

AI Agent Solutions

A fixed-scope agentic AI or GenAI agent, exactly as described on this page, configured to your rules, with its own dashboard.

📊

+ Add-ons

Extra channels, languages, voice, photos or deeper integrations, added when you need them.

🛠

Bespoke AI Solutions

Need it tailored to your systems, or a workflow beyond this scope? We build it around you, scoped and priced with you.

Let's talk

Frequently Asked Questions

Enquiry capture from forms, email and WhatsApp; draft quotations from your price list and templates; approval routing and tracked sending; follow-up sequences; and automatic CRM updates. It's a fixed scope — configurable product pricing, multi-currency proposals, e-signature contracts or invoicing fall under a Customized Agent build.
No — by design. It drafts from your price list and rules, and a person approves every quote before it goes out. Discounts and negotiation stay with your team.
HubSpot, Pipedrive, Zoho and Odoo CRM, plus Gmail or Microsoft 365, WhatsApp Business and common web form tools. If you don't have a CRM yet, we set up a simple one as part of the deployment.
Short, personal messages in your voice, on the schedule you choose — for example two days after the quote is opened, a week later, and before the quote expires. They stop the moment the customer replies, and a person can step in at any point.
Yes, for standard products, packages and rate cards. Quotes that need engineering, site surveys or bespoke configuration are drafted as far as the rules allow and then handed to a person to complete.
No. A price list in a spreadsheet, templates in Word and contacts half in a CRM and half in phones is the normal starting point. If the data this GenAI agent needs isn't in usable shape, we add our Data Engineering & AI Readiness service to connect the sources, de-duplicate and standardise the records, and keep the CRM fed on schedule. For deeper gaps — no consistent pricing, years of unstructured history — our data engineering services get the foundation ready first. We assess this in the scoping week.
Configurable pricing, proposal documents, e-signature contracts, deposits and invoicing, or lead generation are handled as a Customized Agent, priced to your project scope.

Ready to explore how AI fits your business?

In a complimentary 30-minute consultation, you'll get top AI use cases, clarity on where to start, and a practical next step.

Let's talk