AI agent for sales quotes Β· A Cogitus AI product

AI agent: a sales quote in 3 minutes, not 30

Describe the customer's need in plain words β€” the AI agent understands it, calculates prices and discounts, generates a ready branded PDF and suggests the discount that tends to win, based on your own history. Not just another quote generator β€” it's artificial intelligence that understands sales.

No commitment Β· Free 30–60 day pilot Β· Demo environment ready in 1 day

3 minfrom a customer enquiry to a finished PDF quote
1 dayto set up a demo environment on your price list
Free30–60 day pilot β€” test it with no commitment

How much time does one good quote cost you?

Calculating prices and discounts from scratch, retyping data, formatting the document, hunting for β€œwhat did we send this client last time”. Multiply that by the number of quotes per month β€” and you'll see how much selling time leaks into admin.

The more quotes you send, the higher the risk of a price typo, a wrong discount or a missing validity date β€” and a small mistake can cost the whole deal. The agent takes over that tedious part, so you keep the time for talking to the customer.

Employee buried in paperwork

From enquiry to a sent quote β€” in 5 steps

An AI agent you talk to like a colleague. No training, no manual.

1

Describe the need β€” or drop a file

Write in plain words, or upload the customer's request as a PDF, image or Word file β€” the agent reads the data, even from a scan.

2

The agent fills in the quote

Products from your price list, client data from your base, quantities and discounts. If something is missing, it asks instead of guessing.

3

It calculates β€” and advises

Prices and discounts from your price list, not β€œby eye”. It suggests the discount range you tend to win at, and warns when you go below profitability.

4

It generates a branded PDF

A professional document with your logo and company details β€” the same standard regardless of who prepares the quote.

5

It sends and remembers

One click β€” the quote goes out by email from your own mailbox. Everything stays in the history: what, to whom, for how much, with what result.

What it can do

It calculates and advises β€” that's the difference between a plain quote generator and a real AI agent.

πŸ’¬

Chat instead of a form

Describe the need in plain words β€” the agent fills the fields and picks products from the price list.

πŸ“Ž

Reads requests from files

PDF, image or Word β€” drop the customer's file and the agent extracts the data and line items.

βˆ‘

Error-free calculations

Prices, quantities, discounts and totals from your price list β€” with maximum-discount limits per product.

🎯

Discount recommendation

β€œWhat discount for ACME?” β€” the agent analyses your won and lost quotes and gives the winning range.

βš–οΈ

Competitor prices

Enter competitors' prices and the agent shows how much discount you need to stay competitive β€” and whether it pays off.

πŸ“Š

Analytics on demand

β€œHow many quotes this month?”, β€œwho should I follow up?” β€” answers in seconds, in the chat.

The differentiator

An AI agent β€” not just a quote generator

Most quoting tools are empty forms you fill in by hand. This is real artificial intelligence: it understands a plain-language brief, reasons about prices and discounts, and learns from your own deal history. And when the quote is ready, it goes out from your own inbox β€” not a β€œno-reply@”.

🧠

It understands you

Write the need in normal language β€” the AI agent works out the products, quantities and discounts.

🎯

It advises

The agent suggests the discount that tends to win and warns you before you go below profitability.

βœ‰

It sends as you

The finished quote goes out from your own Gmail or Outlook, and replies come straight back to you.

See it on the real screen

The quote form and the assistant chat in one place β€” next to a real sales conversation.

Screenshot β€” quote form and chat
Sales rep using the program

Your company's data stays yours

Data is processed in the European Union, each company gets a fully isolated environment, and a GDPR data-processing agreement is ready to sign. The AI does not train on your data, and we use the gmail.send / Mail.Send permission only to send β€” never to read your inbox. Read the privacy policy β†’

Who's behind it
Krzysztof Zajkowski

Krzysztof Zajkowski Β· Cogitus AI

I know sales from the inside β€” previously as a broker, with a school of direct customer contact. I built this program to solve a problem I know first-hand: a good quote takes too long. I run demos and onboarding personally β€” book 30 minutes and I'll show it live.

A note on language: the application currently runs in Polish (interface and generated documents), serving small and medium B2B companies in Poland. For international availability or a tailored version, just get in touch.

See it live β€” 30 minutes, no commitment

I'll show you the working program on sample data. If you decide it's for you, the next day you get your own environment with your price list.

Book a demo

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