Auto Quote
MediumAI in first buildAI · Sales and quoting teams
Read an incoming request and draft a structured quote from your price list in seconds.
Built in this build
- Extract items from a request
- Draft quote from price list
- Approval and send tracking
- Price list and margin setup
- Quote template management
- Builds quote line items from request text
- Quote win-rate and turnaround
Vision (needs external services)
- Reminders for pending quotes
- Price list import
The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.
Customer features
- Extract items from a request
- Draft quote from price list
- Approval and send tracking
Admin modules
- Price list and margin setup
- Quote template management
AI capabilities
- Builds quote line items from request text
Automations
- Reminders for pending quotes
Analytics & reports
- Quote win-rate and turnaround
Integrations
- Price list import
Mobile
- Approve/send quotes from mobile
Roles & permissions
- Sales rep
- Sales manager
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