
Build an AI quoting agent: email request in, PDF quote out
Delivery in
3 days
- Views 3
Amount of days required to complete work for this Offer as set by the freelancer.
Rating of the Offer as calculated from other buyers' reviews.
Average time for the freelancer to first reply on the workstream after purchase or contact on this Offer.
What you get with this Offer
Quoting eats your week. A customer emails a list of items, sometimes in an Excel file, sometimes in a PDF, sometimes in the body of the email. Someone looks up each item, checks the price list and old quotes, builds the document and replies. By then a faster competitor has answered.
I'll build an AI agent that prepares the quote for you:
- Reads incoming requests from one mailbox, including Excel, PDF and Word attachments
- Matches each item to your price list or catalogue (up to 5,000 lines) and to past quotes
- Calculates the total with your rules: quantity breaks, delivery, margins, VAT
- Produces a branded PDF quote and a reply email
- Sends it to you for one-click approval, or straight to the customer for simple requests if you choose
- Flags items it couldn't match so a person can price them
I built this for SwanLab AI. It reads client emails and attachments, works out the price from a price list and an archive of past quotes, replies to the client with a PDF quote, writes to suppliers, sends reminders and issues purchase orders. This offer is the core of that system, set up for your business.
Before ordering, send me two or three real requests (with names removed) and your price list format. I'll confirm it fits in 3 days or suggest how to split it.
I'll build an AI agent that prepares the quote for you:
- Reads incoming requests from one mailbox, including Excel, PDF and Word attachments
- Matches each item to your price list or catalogue (up to 5,000 lines) and to past quotes
- Calculates the total with your rules: quantity breaks, delivery, margins, VAT
- Produces a branded PDF quote and a reply email
- Sends it to you for one-click approval, or straight to the customer for simple requests if you choose
- Flags items it couldn't match so a person can price them
I built this for SwanLab AI. It reads client emails and attachments, works out the price from a price list and an archive of past quotes, replies to the client with a PDF quote, writes to suppliers, sends reminders and issues purchase orders. This offer is the core of that system, set up for your business.
Before ordering, send me two or three real requests (with names removed) and your price list format. I'll confirm it fits in 3 days or suggest how to split it.
Get more with Offer Add-ons
-
I can send the customer a reminder if they have not replied to a quote
Additional 1 working day
+$100 -
I can email suppliers for prices on items the agent could not match
Additional 2 working days
+$150
What the Freelancer needs to start the work
Your price list or catalogue (spreadsheet or export).
Two or three real quote requests, with names removed.
Your quote template or branding.
Access to the mailbox that receives requests.
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