A clean, branded quote where every price is entered from your rate card and never comes from a model's imagination.
A poorly presented or miscalculated quote loses a deal, and the time spent formatting it is time not spent selling. This solution starts from a brief (a conversation, a request for pricing, a specification) and produces a Word and PDF quote in your brand: parties, scope, set-up table and monthly table, computed totals, terms and signatures. Prices are entered by the salesperson from your rate card during preparation; the code computes the totals, and a missing price is marked as to be quoted or to be completed by a coded rule, never estimated by the model. For media services, a full chain turns the brief into a quantity plan in Excel (with the gap to budget), a PowerPoint presentation and the quote. The solution is in service internally, across several brands and currencies; it is offered to clients as a trial, with their rate card and template.
For a prospect, the quality of the quote is the first glimpse of the quality of the work. A branded document with correct totals and complete terms says something about the provider. What the tool changes in the work: structure, brand and terms are the same whoever the salesperson is, totals are computed by code, and the salesperson's review goes to the substance of the quote rather than its layout.
A sales manager describes the deal in a few sentences: scope, profiles, duration, options. The solution asks what is missing, receives the prices the salesperson enters from their rate card (daily rate per profile, packages), builds the set-up and recurring tables, computes totals in the client's currency and produces the branded Word and PDF. The salesperson reviews page by page, adjusts wording and sends.
An agency receives a campaign brief with a budget. The chain produces the quantity plan in Excel, with the gap between plan and budget, then the recommendation deck and the matching quote. All three documents carry the same figures, computed once; the planner corrects the plan and the other two documents are regenerated.
A group with several entities invoices under several names and in several currencies. Each entity has its template and its rate card; the same brief yields a quote in the brand of the issuing entity, with the right VAT and currency. Each entity's general terms come from the template, not rewritten every time.
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It never gets the chance: prices are entered by the salesperson from your rate card during preparation (the media chain reads them from a rate file), and totals are computed by code. The language model interprets the brief and writes the wording; it estimates no price. When a price is missing, a coded rule writes to be quoted or to be completed in its place, and setting it is up to you.
Yes, page by page, and that review is part of the method. The model can misread a quantity, a scope or an option in the brief; a long table may need a layout touch-up. Nothing is sent by the solution: the quote is a file you review, correct and send yourself.
It is in service internally: our own quotes are produced with it, across several brands and currencies, and the media chain runs on our briefs. It has not yet been deployed at a client with their own rate card; that is the purpose of the trial we offer, on your real templates and rates.
That is the starting point: your template (cover, styles, tables, terms, signatures) is adapted to receive the generated fields. If you have no template, we build one in your brand. The rate card remains a document you maintain, from which the salesperson takes the prices they enter; reading a rate file directly, as the media chain does, is decided at scoping.
The schedule is decided at scoping, once the trial has run on your real documents: your template, your rate card and three or four recent briefs whose final quote you know. We compare the generated quotes with the ones you sent, and scoping then fixes template adjustments, the source of the rate card and any connection to your incoming requests.
Free initial scoping, 30 minutes to 2 hours, with a solution lead adapted to your sector.