Agency / consulting proposals
Turn an enquiry into a structured proposal with scope blocks, timelines, and tiered packages.
- Packages + add-ons
- Auto scope summary
- Versioning for revisions
WhatsApp Us
Get a “Quote in 60s” demo
QUOTE AUTOMATION • PROPOSALS • APPROVALS • E-SIGN • INVOICE TRIGGERS
From enquiry to signed deal — quote in 60 seconds
Stop building quotes in spreadsheets and rewriting proposals. We automate your price lists + rules, generate the quote/proposal instantly, route approvals, collect click-to-accept / e-sign, and trigger invoicing—so you close faster with fewer errors.
Rules-based pricing (no guessing)
Packages + add-ons + SLA options
Approvals (discount guardrails)
E-sign + invoice triggers
Live
00:00
SAL
AI
AI
AI
THE REAL COST OF MANUAL QUOTING
Slow quotes lose deals—messy quotes lose margin.
Manual quoting creates hidden friction: delays, errors, inconsistent pricing, and approval chaos. Quote automation fixes this by making pricing deterministic and proposals repeatable.
Excel + copy/paste errors
Wrong totals, missing add-ons, outdated prices, inconsistent terms—then you spend hours fixing and re-sending.
Discount leakage
Without guardrails, discounts creep up. Approvals are manual, late, and hard to audit—profit disappears quietly.
Time-to-cash is too slow
Even after acceptance, invoicing and onboarding are delayed. Faster quote → faster signature → faster billing.
THE “QUOTE-TO-CASH” PATH
A quote is a workflow—not a document.
We build an end-to-end pipeline so enquiries become accurate offers—fast—and accepted deals become billable work automatically.
Enquiry
From WhatsApp/web/email/CRM. Capture essentials automatically (budget, scope, urgency).
Price Book
Products, services, bundles, add-ons, and tiers are standardized as your source of truth.
Rules + Approvals
Auto-calc, proration, setup fees, SLA multipliers, discount limits, margin floors, approval routing.
Proposal
Generate a clean proposal instantly (interactive or PDF) with a template gallery and pricing tables.
Accept + Bill
Click-to-accept / e-sign → invoice/subscription trigger → onboarding ticket opens automatically.
WHAT WE IMPLEMENT
The 6 building blocks of instant quotes
We start with your core offer (one service family), then expand into more packages, departments, and integrations.
Catalog + Price Book
- Products/services + SKUs
- Packages & tiers (Good/Better/Best)
- Add-ons + onboarding fees
- Terms, regions, taxes (optional)
Rules Engine
- Compatibility + required add-ons
- SLA pricing + term discounts
- Proration + usage tiers (optional)
- Margin floors & guardrails
Template Gallery
- Proposal layouts per offer
- Pricing tables (auto-filled)
- Scope, timeline, deliverables blocks
- Terms + SLA clauses by selection
Approvals
- Discount thresholds
- Approval routing by role/team
- Audit trail + rationale notes
- Fast “approve/decline” actions
Accept / E-sign
- Click-to-accept options
- E-sign flows & audit logs
- Deal-room style view tracking
- Versioning & re-quote support
Invoice Trigger
- Auto-create invoice/subscription
- Send payment links (optional)
- Open onboarding ticket automatically
- Renewals + uplift rules (optional)
BUSINESS OUTCOMES
Faster quotes. Cleaner approvals. Faster cash.
The ROI compounds when your quoting is fast, consistent, and connected to billing and onboarding.
Time to first quote
Respond in minutes, not days—win deals while competitors are still “getting back to you.”
Margin protection
Guardrails + approvals reduce discount leakage and keep pricing consistent across the team.
Time-to-cash
Accepted quotes trigger billing and onboarding automatically—no “admin gap” after the signature.
To build your “Quote in 60 seconds” demo
WhatsApp these 7 details and we’ll map the workflow instantly.
Offer family
Packages/tiers
Add-ons
SLA options
Discount rules
E-sign/billing
CRM/tools
WHERE THIS WINS FAST
Common quote automation builds
These patterns work especially well for service businesses, teams with approval layers, and any offer with tiers + add-ons.
SLA-driven pricing
Price by response time, coverage hours, endpoints/users, and security add-ons—with approvals.
- SLA multipliers
- Bundles & compatibility
- Discount guardrails
Itemized quoting
Standardize line items and auto-calc totals, markups, and optional extras.
- Price book control
- Auto totals + taxes
- Fast quote turnaround
Discount + margin approvals
Route approvals automatically and capture rationale—no more “Slack approvals” with no trace.
- Threshold approvals
- Audit trail
- Role-based routing
CRM-connected quoting
Pull customer data in, push quote status out, and keep the pipeline clean automatically.
- Prefill contact/deal data
- Track viewed/accepted
- Auto follow-ups
Invoice triggers + onboarding
Accepted quotes create invoices/subscriptions and open onboarding tasks automatically.
- Invoice/subscription creation
- Payment links (optional)
- Onboarding automation
DELIVERY
Implement fast → expand safely.
We start with one offer family and one clean template—then scale to more tiers, add-ons, teams, and integrations.
1
MapDefine your offer structure
Packages, add-ons, SLAs, and the required data to price reliably (no missing fields).
2
RulesBuild pricing + approvals
Rules engine enforces totals, margin floors, discounts, and approval thresholds with audit trails.
3
TemplatesGenerate proposals instantly
Template gallery with pricing tables, scope blocks, SLA clauses, and versioning for re-quotes.
4
LaunchAccept, bill, and optimize
Acceptance + e-sign + invoice triggers; then measure quote speed, win rate, and discount leakage.
FAQ
Questions about quote automation
Clear answers so you can move fast without breaking pricing.
It’s a system that turns an enquiry into a quote/proposal automatically using your price list + rules,
then routes approvals, collects acceptance/e-sign, and can trigger invoicing and onboarding.
Yes. You can offer Good/Better/Best packages, optional add-ons, and SLA choices—while rules ensure the cart stays valid
and pricing remains consistent.
Rules set thresholds (max discount, min margin, package-only pricing, etc.). When a quote breaks a rule, it automatically
routes to the right approver and logs the decision for accountability.
Yes. Once accepted (click-to-accept or e-sign), the system can create an invoice or subscription and open onboarding tasks automatically.
Your offer structure (packages + add-ons), current pricing, SLA options (if any), discount rules/approval policy, and the tools you want connected (CRM, e-sign, billing).
Ready to automate your marketing, sales, and customer service?
We handle everything — from setup to support — with no tech skills needed, free training, and local SA-based assistance. Sell smarter and faster, with clients seeing a 30–50% increase in qualified leads.
Articles
AI for South African enterprises: a practical playbook to grow revenue and cut cost-to-serve
A practical, South Africa–ready AI playbook for medium-to-large companies to drive a measurable growth spurt—covering the fastest ROI use cases, a 90-day implementation sprint, POPIA-aware governance,... ...more
WhatsApp Marketing and Automation ,Marketing Automation Business Automation Website Automation & Digital Growth WhatsApp Marketing IN ONE CRM Ai for Sales Automation WhatsApp Business Solutions Ai Callers AI Solutions & Services AI Agency Cape Town &Ai Agency South Africa
February 10, 2026•5 min read
How Long Does AI Take to Implement in a Business? Real Timelines, Real Results
How long does AI take to implement in a business? Explore realistic 30–60–90 day timelines, what speeds up adoption, common mistakes, ROI expectations, and practical examples to help mid-sized busines... ...more
WhatsApp Marketing and Automation ,Ai Automation Business Automation Website Automation & Digital Growth Workflow Automation IN ONE CRM Ai Agents AI Solutions & Services AI Agency Cape Town &Ai Agency South Africa
February 10, 2026•8 min read
Need help to set up AI for your business?
Need help setting up AI for your business? AI Automated Solutions adds AI employees, WhatsApp automation and InOne CRM to capture leads and grow revenue. ...more
Chatbot ,Business Automation WhatsApp Marketing Ai Receptionist IN ONE CRM Ai Agents WhatsApp Business Solutions Ai Callers AI Solutions & Services AI Agency Cape Town Ai Solutions and Service Ai Agency Johannesburg &AI Solutions & Services | AI Agency South Africa
December 08, 2025•5 min read
AI for South African enterprises: a practical playbook to grow revenue and cut cost-to-serve
A practical, South Africa–ready AI playbook for medium-to-large companies to drive a measurable growth spurt—covering the fastest ROI use cases, a 90-day implementation sprint, POPIA-aware governance,... ...more
WhatsApp Marketing and Automation ,Marketing Automation Business Automation Website Automation & Digital Growth WhatsApp Marketing IN ONE CRM Ai for Sales Automation WhatsApp Business Solutions Ai Callers AI Solutions & Services AI Agency Cape Town &Ai Agency South Africa
February 10, 2026•5 min read
AI-powered growth for South African businesses. WhatsApp automation, AI chatbots, and marketing that converts — all in one system.