AI Agent for faster proposals

AI Quote Builder

Create accurate, customer-ready quotations faster with AI-assisted products, pricing, terms and proposal content.

AI Quote Builder AI product illustration Smart quote creation Product suggestions Pricing consistency
Automation that stays accountable

From a business trigger to a completed outcome

01Trigger intelligentlyStart from a lead, call, task or customer event.
02Decide with contextUse CRM history to choose the next best step.
03Approve with confidenceKeep human review wherever judgment matters.
04Improve continuouslyTrack outcomes and refine every workflow.
Core capabilities

Work faster with an AI-powered CRM assistant

Practical automation designed to reduce repetitive work while keeping your team in control.

Smart quote creation

Start a quotation using customer needs, deal details and previous conversations.

Product suggestions

Recommend relevant products, services and quantities from your configured catalogue.

Pricing consistency

Apply approved prices, taxes, discounts and commercial rules accurately.

Professional output

Produce a polished quotation that can be reviewed, shared and tracked from CRM.

Inside the product

Everything your team needs to move with confidence

Four connected capabilities turn CRM activity into clear, consistent action.

Chapter 01

Smart quote creation

Start a quotation using customer needs, deal details and previous conversations.

Chapter 02

Product suggestions

Recommend relevant products, services and quantities from your configured catalogue.

Chapter 03

Pricing consistency

Apply approved prices, taxes, discounts and commercial rules accurately.

Chapter 04

Professional output

Produce a polished quotation that can be reviewed, shared and tracked from CRM.

Step 01
Step 02
Step 03
Step 04
How it works

From customer activity to clear next action

AI works with your CRM workflow to organize information, recommend actions and help your team respond consistently.

Faster quote turnaround
Fewer pricing errors
Consistent proposals
Improved sales follow-through
1Select the customer or opportunity that needs a quote.
2AI suggests suitable line items and proposal content.
3Review pricing, tax, discounts, terms and validity.
4Generate and share the final quotation with the customer.
Responsible AI

Your process stays visible. Your team stays in control.

Stingo CRM is designed to make AI useful inside real business workflows. Recommendations, approvals and outcomes remain connected to the customer record so teams can work faster without losing accountability.

Human authority

Keep employee review for sensitive messages, decisions and exceptions.

Clear context

Understand the customer activity behind each suggested next action.

Action history

Maintain a dependable timeline of work completed in the CRM.

Role-based work

Support responsibility and access through your configured team process.

Frequently asked questions

Questions about AI Quote Builder

How does AI Quote Builder work with Stingo CRM?

It uses the customer activity and workflow context available in Stingo CRM to organize information, recommend useful next actions and record outcomes. The exact setup can be aligned with your sales, service or operational process.

Will AI replace the decisions made by our team?

No. The experience is designed to assist employees and automate suitable repetitive steps. Important actions can remain subject to human review, approval and correction according to your business requirements.

Can this AI product support our existing workflow?

Stingo CRM is intended to support configurable business processes. During a product discussion, your current stages, responsibilities, customer touchpoints and desired automation outcomes can be mapped to a suitable workflow.

How can we evaluate this product for our business?

Request a demonstration and share the process you want to improve. The Stingo team can show the relevant capabilities in the context of your use case rather than presenting only a generic product tour.

See AI Quote Builder in action

Discover how Stingo CRM can fit this AI workflow into your sales and service process.

Book Your Demo