Stop Drowning in Quote Requests

Instantly handle dealer and customer orders with an on-demand AI agent.

Every day, you’re buried in emails and forms just to get quotes out the door. It’s repetitive, easy to mess up, and eats away at your time for actual selling.

The hidden cost

What this is really costing you

Taking quote requests and orders means juggling emails, PDFs, and spreadsheets—often all at once. Each request needs careful review, accurate data entry, and clear follow-up, which slows you down. The constant back-and-forth leaves less time for building relationships and closing deals.

Time wasted

1.8 hrs/week

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

Money lost

$2,610/year

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

If you keep ignoring it

If you keep handling quotes manually, you’ll lose valuable selling hours, risk errors in pricing, and frustrate both dealers and customers with slow responses.

Return on investment

The math speaks for itself

Today — without agent

1.8 hrs/week

of manual work

$2,610/year/ year

With your AI agent

0.4 hrs/week

agent-handled

$580/year/ year

You save

$2,030/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.

Handle Bulk Quote Requests

You ask your agent to process a batch of quote requests from multiple dealers at once.

Create a Custom Order

You ask your agent to generate a quote for a customer with unique system requirements.

Update a Pending Quote

You ask your agent to adjust pricing or terms on an existing quote before sending.

Send Order Confirmation

You ask your agent to prepare and send a confirmation document to a dealer after an order is placed.

How to hire your agent

1

Connect your tools

Link your document management, project planning, and sales tracking tools to streamline quote and order processing.

2

Tell your agent what you need

Type: 'Prepare a quote for SolarPro Dealer, 20 panels, delivery by July 15.'

3

Agent gets it done

Your agent extracts the details, generates a ready-to-send quote, and drafts a follow-up message for you to review.

You doing it vs. your agent doing it

Manually copy/paste info from each email into your template.
Agent instantly extracts and organizes all required details.
30 min/week
Build each quote from scratch, double-check pricing and terms.
Agent creates accurate, formatted quotes in seconds.
40 min/week
Type order details into spreadsheets or order forms by hand.
Agent inputs all order data for you, error-free.
20 min/week
Write and send individual follow-up emails to dealers/customers.
Agent drafts updates for you to review and send.
20 min/week

Agent skill set

What this agent knows how to do

Capture Quote Details

Extracts all necessary information from dealer or customer messages and forms.

Generate Accurate Quotes

Prepares professional, error-free quotes based on your pricing guidelines.

Order Entry Assistance

Inputs order details into your existing systems quickly and accurately.

Status Updates

Drafts clear follow-up messages to keep everyone informed about their request.

Document Preparation

Organizes and formats quote or order documents for easy sharing.

AI Agent FAQ

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