B02Sales & growth

AI quotation maker for small business Quotation maker. Builds accurate quotations from the price list in minutes and follows them up.

  • 8 tasks
  • 2 it does alone
  • 6 need your OK
★ Owners ask for this first

Sample of the agent's work, drawn from its real task list.

01In plain words

How the AI quotation maker works

The AI quotation maker is an Autowhat agent for small businesses that builds accurate quotations from the price list in minutes and follows them up. It does 8 defined tasks — 2 on its own and 6 only after the owner's OK — in Price-list sheets, Zoho Books or Vyapar estimates, Google Docs.

1

It starts when…

  • Customer asks for a quote
  • Lead marked hot
2

It does the work

  • Price items from the current price list and…
  • Follow up on day 2 and day 5
3

It asks you before…

Discounts below the floor price, non-standard terms

02Every task

8 tasks, each one marked.

  1. Read the requirement from chat, voice note or BOQ photoNeeds your OK
  2. Price items from the current price list and customer tierDoes it alone
  3. Apply GST, freight and payment terms correctlyNeeds your OK
  4. Generate a branded PDF quotationNeeds your OK
  5. Send it on WhatsApp and email with a validity dateNeeds your OK
  6. Follow up on day 2 and day 5Does it alone
  7. Convert accepted quotes to orders or proforma invoicesNeeds your OK
  8. Report quote-to-order conversion by productNeeds your OK

Works in

  • Price-list sheets
  • Zoho Books or Vyapar estimates
  • Google Docs
  • WhatsApp
  • Gmail

Alerts you when

  • Quote above ₹5 lakh
  • competitor price mentioned

You'll know it's working by

Quote turnaround, conversion rate

Who it is for

Distributors, fabricators, contractors, B2B suppliers

Takes over routine work from

Sales coordinator

03How much it may do

Safe by design, in two plain labels.

Autonomy · L3

Acts within your limits

It handles routine cases on its own and asks you about anything outside the limits you set.

Risk · R3

Commitments

Its work can commit you to a customer or supplier, so those steps are read back first.

Every agent also reads back actions, keeps an audit log, asks when unsure, learns from your corrections, reports in the daily briefing and stops on the kill switch.

FAQAI quotation maker

Quick answers

What does an AI quotation maker do?

The AI quotation maker is an Autowhat agent for small businesses that builds accurate quotations from the price list in minutes and follows them up. It does 8 defined tasks — 2 on its own and 6 only after the owner's OK — in Price-list sheets, Zoho Books or Vyapar estimates, Google Docs.

What does the AI quotation maker ask me before acting?

It asks before: Discounts below the floor price, non-standard terms. It reads the action back in one message and waits for your yes; routine steps run within the limits you set.

Which apps does the AI quotation maker work in?

It works in Price-list sheets, Zoho Books or Vyapar estimates, Google Docs, WhatsApp, Gmail. No new software is needed; it uses what the business already has.

Who is the AI quotation maker for?

It is built for distributors, fabricators, contractors, B2B suppliers. It takes over routine work from sales coordinator, while people keep the judgement calls.

Does the AI quotation maker run on a phone?

Runs today on Autowhat's Android agent (early access), on a business phone. See the Android X page for how the phone agent works.

05Hire it

Put the AI quotation maker to work. We set it up in your apps.

A 30-minute working session: an engineer maps this agent to your phone, WhatsApp and the apps it needs, and agrees what it must ask you before.