From your website
The customer requests and receives a quote instantly.
Automatically generated quotes
We automate quote creation so quotes go out in minutes, error-free: from a request on your website, a WhatsApp message, or an opportunity in your CRM, the workflow pulls current prices and terms, builds a branded document, sends it to the customer, and schedules the follow-up. Responding first often makes the difference.
Updated:
- Quotes in minutes
- Prices that are always current
- Scheduled follow-up
Quoting is no longer a bottleneck
900+ projects delivered
What quote automation includes
From quote request to follow-up.
Request
- Web form, WhatsApp, email, or CRM.
- AI reading of free-text requests.
- Customer data validation.
Document
- Prices and discounts from your current price list.
- Branded PDF or document.
- Approval when limits are exceeded.
Delivery and follow-up
- Delivery by email or WhatsApp.
- Logged in the CRM.
- Follow-up reminders for the sales rep and the customer.
How we automate your quotes
We start with the process that takes up the most of your time, automate it, measure the savings, and move on to the next one. No never-ending projects.
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Step 1: Process mapping
We look at how the task is done today, who does it, how long it takes, and which tools it lives in.
You: walk us through the process step by step
You get: a process map and the current time spent -
Step 2: Workflow design
We define triggers, rules, exceptions, and the points where a person steps in.
You: validate the rules and exceptions
You get: a diagram of the automated workflow -
Step 3: Build and testing
We build the workflow with test data and run it alongside the manual process.
You: review the test results
You get: an automation working in testing -
Step 4: Go-live
We activate the workflow, set up error alerts, and train whoever supervises it.
You: appoint an internal owner
You get: a live workflow and an operations guide -
Step 5: Measurement and fine-tuning
We compare time spent and errors before and after, and fine-tune as needed.
You: report special cases to us
You get: a savings report and adjustments
Where your quotes can start
Different starting points, the same fast result.
From WhatsApp
AI interprets what the customer is asking for.
WhatsApp Business automationFrom the CRM
One click from the sales rep generates the proposal.
CRM automationCustom quoting tool
Complex pricing rules in a dedicated system.
Quoting software developmentManual vs. automated quotes
While a customer waits for your quote, they keep looking at other options.
Manual quote
- Response time
- Hours or days.
- Pricing
- Outdated price lists.
- Format
- Every rep does it differently.
- Progress tracking
- Depends on the rep.
Automated quotes by PACOWEB
- Response time
- Minutes.
- Pricing
- Always the current price list.
- Format
- A consistent, branded document.
- Progress tracking
- Scheduled automatically.
How long does it take your team to send a quote? Send us an example and we’ll show you how to automate it.
Which documents should you automate? Find out in a minute
Three questions to find out which document automation saves you the most hours.
Your answers0 of 3
We recommend
AI document processing
Extracts data from PDFs, photos, and emails and sends it to your systems.
AI document processing
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Automated quote generation
Quotes built and sent in minutes from a request.
We recommend
Automated reports
Reports that build and send themselves every day, week, or month.
Business reporting automation
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Automated invoice processing
Invoices received, validated, and recorded with no manual data entry.
Invoice processing automation
Automatic quotes by industry
Businesses that send quotes every day.
Print and advertising
Quantities, materials, and finishes calculated instantly.
Field service businesses
Site visits, maintenance, and spare parts.
Transportation
Rates by route, weight, and type of freight.
FAQ about quote generation automation
How is this different from quoting software?
Automation connects your current tools to generate quotes; custom quoting software makes sense when pricing rules are very complex.
Can it quote products with dimensions or variables?
Yes, if the pricing rules can be expressed as formulas or tables.
What if the customer asks for something unusual?
The workflow detects non-standard requests and hands them off to a sales rep.
Are quotes saved on record?
Yes, in your CRM or a tracking sheet, with status and follow-up.
What else are automatic quotes called?
People also search for this as automatic quotes, quote generator, or automated quoting. It relates to OCR, data extraction, invoices, automated reports, and e-signature, topics we review with you when the project calls for them.
Can’t find your question?
Related services
Automations that usually go hand in hand with this one.
Which of these services do you need?
Quotes: these services are closely related, but they solve different problems. Choose based on what you need.
- If you need a system to create, approve, and track quotes: Quoting software development
- If you need to generate automatic quotes from a form or WhatsApp: Quote generation automation (you are here)
Get a quote for quote automation
Send us a sample quote and tell us how many you send per month and where the requests come from.
- 1You contact us through the form or on WhatsApp.
- 2We talk about your business and what you need.
- 3You get the proposal in writing, with scope, timeline, and price.
Request your proposal
We reply during business hours (Bogotá time, UTC-5), usually the same day.
Your request0 of 6 required fields