AI agent · Marketing and Sales

Smart Quoting

See how the quoting process is evolving in organizations with AI agents.

Prebuilt agent Ready to use, we do not start from scratch.
Best practices Built in from day one.
Configured by experts Functional and technology consultants.
Agent platform Workforce AI.
Process experience Processes + technology + enterprise software.
GIITIC software ecosystem The tools the agent needs.

Let's talk about your process See how the process changes

The current challenge

How it is done today, and why it is no longer enough

86% of B2B purchases stall during the process, according to Forrester (2024), and an average of 13 people take part in each decision. A quote that takes days, changes several times or arrives with errors gives the buyer more reasons to stop.

Scattered requests
Catalog and prices by hand
Manual calculations
Slow approvals
Inconsistent proposals
No history

Meet your agent

Smart Quoting agent

I'm an artificial intelligence agent trained by experts, ready to use and built with best practices. I am here to prepare every quote you are asked for —with the right products, your price lists, discounts and business rules, and the customer’s history— and have the proposal ready to send in minutes. Anything that needs approval or falls outside your policies, I escalate to you with my recommendation.

Prebuilt, but adaptable to each organization.

How I work

I detectEvery requestI receive quote requests from email, the CRM, the portal or the salesperson as soon as they arrive.
I understandWhat the customer needsI interpret products, quantities, deadlines and terms, even when they arrive as free text, PDF or spreadsheet.
I configureProducts and alternativesI select valid, available items and suggest alternatives or add-ons based on your rules.
I calculatePrices and termsI apply your price lists, discounts, taxes, freight and margins according to the customer and the deal.
I reviewCustomer historyI check previous purchases, quotes and terms to stay consistent with what was negotiated.
I writeReady-to-send proposalI generate the quote or proposal with your template, your approved texts and the validity period you set.
I escalateApprovals and exceptionsI pass you discounts outside policy, low margins or special cases with my recommendation.

Results

Results you can achieve

expect to use generative or agentic AI in pricing: 65–85%
of extra margin with pricing and discount agents: +50 bps
in quoting time: −75%
more likely to meet quota with AI: 3.7×

Reference values based on benchmarks and comparable scenarios. Results depend on the characteristics of each operation and are not guaranteed results.

Greater speed, higher quality, lower costs

Greater speed
Automate tasks and connect your information so your team responds sooner and your processes move forward without waiting.
- Prepares the quote in minutes, without waiting for the salesperson to be free
- Also answers requests that arrive outside business hours
- Brings exceptions to the approver with the information ready to decide
- Adjusts and resends new versions without starting from scratch
Higher quality
Standardize the work and control every step so your information is reliable and your results are consistent.
- Applies the same price lists, discounts and rules to every quote
- Uses only valid, current and available products
- Stays consistent with what the customer has already bought and negotiated
- Keeps a trail of every version, approval and term offered
Lower costs
Reduce rework, errors and manual work so your operation delivers more with the same resources.
- Reduces the hours salespeople spend looking up prices and building documents
- Avoids out-of-policy discounts and errors that erode margin
- Handles request peaks without growing the team at the same pace
- Frees salespeople to negotiate and close deals

Before and now

Artificial intelligence in quote preparation

Before

3:00 p.m.3:00 p.m. · MilestoneA quote request for 12 products arrives by email
3:00 p.m.3:00 p.m. · Lost timeThe salesperson is out visiting customers2 h
5:00 p.m.5:00 p.m. · PersonReads the request and clarifies items and quantities with the customer15 min
5:15 p.m.5:15 p.m. · Lost timeEnd of the workday: the quote is left for the next day15 h 45 min
9:00 a.m. · day 29:00 a.m. · day 2 · PersonLooks up products, prices and stock in lists and systems30 min
9:30 a.m.9:30 a.m. · PersonCalculates discounts, taxes and freight in a spreadsheet20 min
9:50 a.m.9:50 a.m. · PersonAsks the sales manager to approve the special discount5 min
9:55 a.m.9:55 a.m. · Lost timeThe sales manager is in a committee meeting; approval arrives in the afternoon5 h
2:55 p.m.2:55 p.m. · PersonPuts the proposal together in the template and reviews it25 min
3:20 p.m.3:20 p.m. · PersonSends the quote to the customer and records it in the CRM10 min
3:30 p.m. · day 23:30 p.m. · day 2 · MilestoneQuote sent to the customer

Now

3:00 p.m.3:00 p.m. · MilestoneA quote request for 12 products arrives by email
3:00 p.m.3:00 p.m. · AgentReads the request, identifies the customer and checks their history in the CRM< 1 min
3:01 p.m.3:01 p.m. · AgentSelects the products, verifies stock and calculates prices, taxes and freight< 1 min
3:02 p.m.3:02 p.m. · AgentBecause the requested discount exceeds your policy, escalates it with the margin and its recommendation< 1 min
3:03 p.m.3:03 p.m. · Lost timeThe sales manager finishes their meeting45 min
3:48 p.m.3:48 p.m. · PersonReviews the agent’s recommendation and approves the discount5 min
3:53 p.m.3:53 p.m. · AgentGenerates the proposal, sends it to the customer and records it in the CRM< 1 min
3:54 p.m.3:54 p.m. · MilestoneQuote sent the same day

Tangible results in your operation

Indicator	Before	Now	Factor
End-to-end cycle time	≈ 24 h 30 min	≈ 54 min	×27
Human work time	1 h 45 min	5 min	×21
Waiting time	22 h 45 min	45 min	×30
Human intervention	100%	≈ 40%	÷2.5
Team capacity	1×	≈ 2.5×	×2.5

Illustrative reference scenario. Times depend on each operation and are validated with your data.

How work evolves

Your team moves from operating to deciding

The capacity the agent frees up goes to analysis, decisions, relationships, exceptions, improvement and innovation.

No more low-value manual tasks
- Looking up products, prices and stock across several files
- Calculating discounts, taxes and freight in spreadsheets
- Copying and pasting texts and terms into every proposal
- Chasing approvals by email and messages
- Manually recording every quote in the CRM
The team adds value to the operation
- Negotiate with the customer with a ready, consistent proposal
- Spend their time on large or complex deals
- Analyze why quotes are won or lost
- Adjust prices, discounts and bundles with up-to-date information
- Follow up on sent proposals to close them
Your team's professional growth
- Pricing and commercial policy ownerDefines the price lists, discounts, margins and approval levels the agent applies.
- Agent supervisorReviews the quality of the quotes, adjusts rules and governs the agent’s knowledge.
- Quote conversion analystMeasures which proposals are won, why and under what terms, and suggests improvements.

Enterprise knowledge

Agents are only as good as the knowledge and context they handle

It is one of the great challenges of enterprise artificial intelligence (AI): an agent without clear rules, reliable data and business context makes mistakes or stops. That is why knowledge is prepared, governed and improved as part of the project.

Product and service catalog, with item numbers, compatibilities and alternatives
Price lists by customer, channel, currency and validity
Discount policies, minimum margins and approval levels
Tax and freight rules, and delivery and payment terms

The knowledge this agent handles

Proposal templates and approved sales texts
History of each customer: purchases, quotes and negotiated terms
Cases that require human review before sending

60%

of AI projects without AI-ready data will be abandoned through 2026, according to Gartner. Gartner, “Lack of AI-Ready Data Puts AI Projects at Risk,” February 2025

Workforce AI helps you prepare, govern and improve it

Instructions prebuilt by experts
Process best practices
Tools to create and capture knowledge
Knowledge management
Integration with your current sources
Enrichment of existing knowledge
Ongoing updates
Knowledge governance
Continuous learning and improvement

Integration

We integrate with your environment

We connect the agent with virtually any application, API, service or data source in your company, whether GIITIC or third-party systems.

Integrations this agent requires

CRM and ERPYour CRM or ERP (Salesforce, SAP or other) or GIITIC: customers, products, prices, stock and sales history.
Email and channelsRequest mailboxes, portals and the channels your company uses to receive orders and send quotes.
Templates and documentsYour proposal templates and the PDF or spreadsheet documents customers send with their orders.

Your agent, connected to your operation

Base systems for agents

If you do not have the base system, we provide reduced versions of GIITIC modules with the capabilities the agent needs to work.

Sales for agentsA streamlined version of GIITIC Sales: products, price lists, discounts, quotes and orders.
CRM for agentsA streamlined version of GIITIC CRM: accounts, contacts, opportunities and linked quotes.

Applications and ERP
APIs and web services
Databases and files
MCP (Model Context Protocol), when applicable

An agent needs software tools to query information and carry out actions. Without them, it stays a conversation. That is why we cover both paths: connecting to what you already have or giving you what you are missing.

See GIITIC integrations

95%

of organizations struggle to integrate AI into their existing processes. MuleSoft (Salesforce), Connectivity Benchmark Report 2025, study sponsored with Vanson Bourne and Deloitte Digital

Workforce AI · Central governance platform

Today it is one agent, tomorrow dozens

Every area will add agents working at the same time. Workforce AI is the control center of your digital workforce, not an isolated script.

Explore Workforce AI

Agent creation and management
Security, identities and permissions
Policies and human oversight
Traceability and audit
Observability, quality and results
Models, tokens, usage and costs
Continuous updates to new AI models and features

Map of the Americas with the United States, Mexico, Guatemala, El Salvador, Costa Rica, Panama, Dominican Republic, Colombia, Venezuela, Ecuador, Peru, Bolivia, Chile and Argentina connected from Colombia

Our track record

Global experience at your service

Years of experience: 15+
Companies in Latin America: 850+
Countries: 10+
Integrations: 100+
ERP and ERP+ modules: 40
AI agents: 20+

Learn more about us Why is GIITIC the ideal partner?

Companies that trust GIITIC

Frequently asked questions

Questions about Smart Quoting

What quotes can the artificial intelligence agent prepare?

Quotes and proposals for products or services in your catalog, from requests that arrive by email, CRM, portals or other channels, even as free text, PDF or spreadsheet. Channels, formats and proposal types are confirmed when the project is sized.

Can the agent give discounts on its own?

Only within the policies you define. If a discount, margin or term falls outside those rules, the agent escalates it to the responsible person with its recommendation and the impact on margin; that person decides and the agent completes the proposal.

Does it send quotes directly to the customer?

You decide. It can send them on its own when they meet your rules, or leave them ready for the salesperson to review and send. Each version is recorded with its terms and approvals.

Do I need GIITIC ERP or GIITIC CRM?

No. The agent integrates with your current ERP or CRM through APIs, services, files or MCP where applicable. If you don’t have the underlying system, we provide agent modules with the capabilities it needs.

How does it adapt to my prices and commercial policies?

The agent is prebuilt, but our consultants configure it with your catalog, your price lists, your discounts and approval levels, and your templates, and test it with your quotes before putting it to work. That is the knowledge it needs; we help you maintain it with the Workforce AI tools.

Who controls what the agent does?

Workforce AI centralizes permissions per agent, human approvals, decision traceability, statuses and errors, auditing and usage control. You define what it quotes on its own and what requires approval.

How long does implementation take and how much does it cost?

It depends on your catalog, your systems, your volume and your rules. Starting from a prebuilt agent avoids developing from scratch. First we talk and size the project with you; then we prepare the proposal. We do not publish prices.

What happens to my sales team?

They stop looking up prices, doing calculations and building documents, and spend their time negotiating, following up and closing deals. The agent expands their capacity; it does not leave them without control.

Next step

Ready to see your agent work in your process?

Let's talk about your operation. A consultant will review your process, your systems and your knowledge, and show you how the agent would work with your rules.

Demo of the agent with cases from your process.
Review of your systems and the available knowledge.
Estimate of the scope and the next step.

Let's talk about your process

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Smart Quoting

How I work

Greater speed, higher quality, lower costs

Greater speed

Higher quality

Lower costs