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ENPL
Slimaco Who it’s for Problem: quote requests and proposals

A reply to every request for quotation the same day

A Slimaco agent recognizes the request in the mailbox, matches products, prices and discounts to the price list and customer terms, and drafts the quote. For manufacturing inquiries, it prepares a sheet with similar orders for the process engineer. The salesperson or engineer reviews and sends.

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A customer who waits three days for a quote asks your competitors in the meantime.

Sound familiar?

  • The request waits, because only two or three people can price it quickly.
  • Every quote means checking the price list, discounts and delivery terms in several places.
  • You priced a similar project or part before, but nobody remembers where it is.
  • The quote goes to a customer who has been waiting two weeks for a complaint decision.

What Slimaco takes over

  • Every hour the agent checks the quotes mailbox, recognizes the customer in the CRM and drafts a quote from the current price list and terms.
  • For manufacturing inquiries, it prepares a sheet for the process engineer with similar orders, their prices and gaps in the inquiry.
  • Before quoting, it checks the customer’s open complaints and receivables and adds them to the summary.
  • The salesperson or engineer corrects the draft instead of starting from scratch.

To start: one quotes mailbox. We measure the time from request to quote sent and the number of quotes per person.

AI agents

Agents that speed up quoting

Agents follow your company’s rules, in the apps you already use. Where it matters, they wait for a person to approve.

Scheduled · every hour · quotes inbox

Reply to a request for quotation

  1. Finds new inquiries in the mailbox and identifies the customer in HubSpot
  2. Selects products, prices and discounts based on the current price list and commercial terms
  3. Prepares a draft quote and reply to the customer
  4. Approval: The salesperson reviews and approves the quote before it is sent
ResultThe customer gets a reply faster, and the deal in CRM is filled in right away.
AppsGmailHubSpotGoogle Drive
On demand · a salesperson forwards the inquiry

Inquiry sheet for the process engineer

  1. Extracts the customer, quantities, material, deadline and requirements from the inquiry text
  2. Finds similar orders for this customer and material: prices, lead times, production notes
  3. Flags gaps in the inquiry and drafts questions for the customer
  4. Approval: The process engineer prices and approves the quote. The drawing goes to them unchanged
ResultThe process engineer gets the inquiry with the history of similar orders instead of searching mailboxes and folders.
AppsOutlookOneDrive
Scheduled · daily at 7:30 am

Brief before a customer meeting

  1. Checks today’s customer meetings in the calendar
  2. Collects contact history from CRM and recent emails
  3. Adds current information about the customer’s company from the web
  4. Control: The brief goes only to you. The agent sends nothing outside
ResultYou start every meeting with full context, without searching your inbox.
AppsOutlookSalesforce
See all automations

Works in the apps you already use

OutlookGmailHubSpotPipedriveSalesforceOneDrive over 1,000 integrations

See also

Similar situations in other companies

Story · 100-150 people“I don’t need to know who knows”See →RoleSalesThe quote goes out the same day, not when someone finds the time.See →IndustryB2B distribution and wholesaleA salesperson sells for two hours a day. The rest of the time goes on checking stock and prices.See →

FAQ

Frequently asked questions

More answers in the knowledge base.

Will a quote go out without approval?
No. The agent prepares a draft, and the salesperson or engineer reviews and approves it before it is sent.
How does the agent know the current price list?
From the price list and commercial terms in company knowledge. When you approve a new price list, the agent works on the new version right away.
Does Slimaco price inquiries or read technical drawings?
No. The process engineer does the pricing. The agent collects data from the inquiry text, finds similar orders and their history and flags gaps, so the engineer has everything in one place.
Where do we start?
With one quotes mailbox and the current price list. The first drafts usually appear in week one.

Start for free

Try Slimaco on your own emails, documents and processes

In a week you’ll know whether Slimaco works in your company. You connect mailboxes and documents, describe your first task and check the result on your own data.

  • No card and no commitment
  • An account with unlimited users for 7 days, with a pool of 5,000 AI credits
  • Activation within one business day
  • Help with the initial setup

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