Business administration · Quote Factory

Quotes built from your own past quotes, not from an empty template

If your best quote writer leaves, who will price the next quote?

If a quote takes days to prepare because the know-how sits in old quotes and in the heads of two or three experienced colleagues, then every big deal depends on them. Quote Factory works from the company’s past quotes and price lists. It writes a draft from the new enquiry, asks about missing data, and calculates the price according to the company’s own pricing rules.

First quote type in use within 8-12 weeks · pricing by the company’s own rules · approval and tracking in the CRM

Does this sound familiar?

When quotes depend on two or three people

We hear these sentences from sales leaders and owner-managers.

If the key person leaves

Only two or three people can write a quote

“If my best person leaves, quote writing leaves with them.”

Head of sales and marketing, mid-sized company

Key account

Know-how leaves with the key person

“A key account relationship shouldn’t depend on one person.”

Head of sales and marketing, large enterprise

End of the month

A different price and a different margin on every quote

“I don’t want to have to explain myself to the owner at the end of the month.”

Head of sales and marketing, mid-sized company

At the review

Margins differ from team to team

“At every review they ask why the teams price differently.”

Head of sales and marketing, large enterprise

Control

You cannot see where the money leaks

“I can’t see which quote went out at too low a price.”

Owner-manager, mid-sized company

Speed

A quote takes days

“The quote should go out the same day, not at the end of the week.”

Head of sales and marketing, mid-sized company

Not sure yet whether this is what you need?

Our expert will tell you whether it fits your situation.

What is at stake

Quote preparation usually gets on the agenda after a big deal has been lost

If a competitor gives a faster and more accurate quote, the owner does not care how much work went into the quote. They ask why the company did not win the deal, and the head of sales has to answer, even if the quote could only have been written by a colleague who happened to be on holiday.

“The competitor quoted sooner and more accurately.”

Head of sales and marketing, large enterprise

How it works

A quote’s path from enquiry to approval

01

The enquiry arrives

In writing, or as a voice note recorded at the client meeting.

02

It finds similar quotes

The system finds similar past quotes and assembles the draft from them. If data is missing, it asks.

03

The rules set the price

It calculates the price according to the company’s own pricing rules; the AI does not touch it.

04

Editing and approval

The salesperson edits it and gets it approved, while the versions and the tracking of the quote stay in the CRM.

Quote template and price calculation

The price is set by the company’s own pricing rules

A quote template only gives the format. Quote Factory writes into the company’s own branded template, takes the content from similar past quotes, and calculates the price according to the company’s predefined pricing rules. This way you can check that every team applies the same discount policy.

  • The same data gives the same price, whichever team does the calculation
  • A branded document from the company’s own template
  • In Hungarian, from the company’s own past quotes
What you get

Quotes no longer depend on two or three people

The quote can go out the same day, and at the end of the month there will be an explanation for every price.

  • 01A draft quote from the enquiry or from the voice note of the client meeting
  • 02Targeted questions about missing data
  • 03A price calculated according to the company’s own pricing rules
  • 04A branded document
  • 05A list of similar past quotes
  • 06Approval, version control and quote tracking in the CRM
Before you decide

Worth knowing

Who it is for: commercial directors, owner-managers and facility management directors wherever custom quotes are frequent, such as promotions, event management, construction, property management, machine building and B2B services.

What we need from you

At least a few hundred past quotes, and pricing that can be captured in rules.

Rollout

The first quote type is in use within 8-12 weeks, and can then be extended with further types. The price depends on the number of quote types and the complexity of the pricing.

What it builds on

AI document generation from the company’s own templates, intelligent search across past quotes and projects, custom-built rule-based price calculation, CRM integration and the DOCMAN approval workflow. The same system also writes reports, expert opinions and operating documentation.

What it does not solve

It does not decide on the price, it does not replace salespeople, and it will not fix bad pricing on its own.

The Quote Factory product sheet

What we did not cover on this page: the steps from a small first step to the complete solution, why it pays to go this way, and how we work along the way. Feel free to forward it to your colleagues.

Not sure whether quotes are the place to start?

In 2-4 weeks, the Situation Assessment shows where most time goes on manual work and how many hours a week that adds up to. It costs HUF 199,000 + VAT, which we deduct from the price of your first development. If we do not find at least 20 hours a week of replaceable manual work, we refund the fee.

Frequently asked questions

What sales leaders usually ask

No. The system calculates the price according to the company’s pre-programmed pricing rules. The AI writes the draft and the text of the quote; the company decides on the price.

At least a few hundred. From these it learns the content and structure of the quotes. In addition, it must be possible to capture the pricing in rules.

The first quote type is in use within 8-12 weeks, and can then be extended with further types.

No. In the same way, it also writes reports, expert opinions and operating documentation, again from the company’s own past material.

We charge a one-off fee for introducing the first quote type, and a monthly operating fee after that. The amount depends on the number of quote types and the complexity of the pricing. We give you an exact quote after the Situation Assessment or a conversation with one of our experts.

Also worth a look

Further reading

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Business administration · Quote Factory

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