Step 1 – Define your quotation template

Before automation, set up a standard quotation format including product details, pricing structure, delivery terms, and branding. SaleAI Agent stores this as your default template.

Step 2 – Input product and pricing data

Upload your price lists or connect to your ERP system. This ensures that every quote uses accurate, up-to-date numbers.

Step 3 – Set client-specific variables

Select client name, currency, language, and payment terms. SaleAI Agent can auto-detect these based on your CRM or lead data.

Step 4 – Generate the quotation instantly

Click “Generate Quote” and SaleAI Agent will produce a polished, branded PDF or Excel file—ready to send within minutes.

Step 5 – Send and track engagement

Send the quote directly from the platform and monitor if the client opens or downloads it. Use this insight to time your follow-up.

Why this matters

In export sales, speed can mean the difference between winning and losing a deal. With SaleAI Agent, what used to take hours or days can now happen in minutes—without errors or repetitive work.

Get started at www.saleai.ai

Or contact us here for a walkthrough.