Stop Drowning in Sales Admin

Automate your contracts, quotes, and follow-ups—so you can close more deals, faster.

Manual paperwork, endless quoting, and chasing down details eat up your selling time. You’re stuck updating records and prepping proposals when you should be building relationships and hitting targets.

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The hidden cost

What this is really costing you

Every day, Sales Representatives lose hours to repetitive admin—drafting contracts, updating customer records, and calculating quotes. Instead of focusing on closing deals, you’re bogged down by paperwork and routine questions. These tasks pile up, draining your energy and slowing your pipeline.

Time wasted

8-12 hours/week

Every week, burned on work an AI agent handles in minutes.

Money lost

$36,250/year

In salary, missed revenue, and operational drag — annually.

If you keep ignoring it

Sticking with manual processes means missed opportunities, slower response times, and less time for actual selling. Your pipeline gets clogged, and competitors move faster.

Return on investment

The math speaks for itself

Today — without agent

25 hrs/week

of manual work

$36,250/year/ year

With your AI agent

5.0 hrs/week

agent-handled

$7,250/year/ year

You save

$29,000/year

every year, reinvested into growing your business

Jobs your agent handles

What this agent does for you

Complete jobs, handled end-to-end — so your team focuses on what matters.

Drafting a Sales Contract Instantly

You ask your agent to prepare and fill out a contract for a new client order, ready for signature in minutes.

Generating a Custom Quote

You ask your agent to calculate and send a quote for a technical product, including terms and estimated savings.

Updating Customer Records After a Meeting

You ask your agent to update all relevant customer information and log meeting notes in your CRM after a call.

Creating a Sales Proposal for a New Product

You ask your agent to build a tailored proposal highlighting features and ROI for a prospect’s unique needs.

How to hire your agent

1

Connect your tools

Link your CRM, sales pipeline trackers, and email platform so your agent can access the data you already use.

2

Tell your agent what you need

Type: “Draft a sales contract for ACME Corp’s order and email it to their procurement manager.”

3

Agent gets it done

Your agent generates the completed contract, logs it in your system, and drafts the email for your review.

You doing it vs. your agent doing it

Manually fill out templates, double-check details, and email clients.
Agent auto-generates and pre-fills contracts for your review.
2 hrs/week
Research pricing, calculate terms, and format quotes by hand.
Agent instantly creates accurate, formatted quotes.
1.5 hrs/week
Log calls, update CRM, and track changes after every interaction.
Agent updates records instantly after each task.
1 hr/week
Gather specs, design slides, and tailor proposals for each client.
Agent builds custom proposals from your prompts.
2 hrs/week

Agent skill set

What this agent knows how to do

Automated Contract Preparation

Drafts, completes, and submits sales contracts based on your order details and customer info.

Quote Generation & Price Negotiation

Quickly generates accurate quotes and suggested negotiation terms based on your input and customer profiles.

Customer Record Updates

Instantly updates and maintains customer records after every interaction or sale.

Product & Service Q&A

Provides instant, accurate answers to customer questions about products, pricing, and availability.

Sales Proposal Creation

Prepares tailored sales presentations and proposals using the latest product specs and customer needs.

Lead Qualification & Follow-Up

Identifies promising leads and drafts personalized follow-up messages to keep deals moving.

AI Agent FAQ

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Automatable tasks

Compute customer's installation or production costs and estimate savings from new services, products, or equipment. →Inform customers of contracts or other information pertaining to purchased services. →Verify customer credit ratings. →Inform customers of estimated delivery schedules, service contracts, warranties, or other information pertaining to purchased products. →Contact new or existing customers to discuss how specific products or services can meet their needs. →Contact prospective or existing customers to discuss how services can meet their needs. →Answer customers' questions about products, prices, availability, or credit terms. →Answer customers' questions about services, prices, availability, or credit terms. →Maintain customer records using automated systems. →Verify that delivery schedules meet project deadlines. →Consult with engineers regarding technical problems with products. →Emphasize product features, based on analyses of customers' needs and on technical knowledge of product capabilities and limitations. →Sell technical and scientific products that are environmentally sound or designed for environmental remediation. →Arrange for installation and testing of products or machinery. →Monitor market conditions, innovations, and competitors' services, prices, and sales. →Attend sales or trade meetings or read related publications to obtain information about market conditions, business trends, environmental regulations, or industry developments. →Attend sales or trade meetings or read related publications to obtain information about market conditions, business trends, regulations, or industry developments. →Verify accuracy of materials lists. →Consult with clients after sales or contract signings to resolve problems and provide ongoing support. →Negotiate prices or terms of sales or service agreements. →Negotiate prices or terms of sales or service agreements. →Demonstrate the operation or use of technical or scientific products. →Inform customers about issues related to responsible use and disposal of products, such as waste reduction or product or byproduct recycling or disposal. →Provide feedback to product design teams so that products can be tailored to clients' needs. →Present information to customers about the energy efficiency or environmental impact of scientific or technical products. →Study documentation or other information for new scientific or technical products. →Select or assist customers in selecting products based on customer needs, product specifications, and applicable regulations. →Advise customers on product usage to improve production. →Identify prospective customers using business directories, leads from clients, or information from conferences or trade shows. →Quote prices, credit terms, or other bid specifications. →Quote prices, credit terms, contract terms, or fulfillment dates for services. →Create forms or agreements to complete sales. →Initiate sales campaigns to meet sales and production expectations. →Collaborate with colleagues to exchange information, such as selling strategies or marketing information. →Prepare and submit sales contracts for orders. →Complete expense reports, sales reports, or other paperwork. →Develop sales presentations or proposals to explain service specifications. →Prepare sales presentations or proposals to explain product specifications or applications. →Sell service contracts for technical or scientific products. →Compute and compare costs of services. →Emphasize or recommend service features based on knowledge of customers' needs and vendor capabilities and limitations. →Provide customers with ongoing technical support. →

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