AutoQuote
AutoQuote is a B2B sales proposal and quotation software that automates the creation, management, and tracking of professional proposals. It leverages AI to ingest context from Google Drive and sales call transcripts, then generates structured quotes with accurate pricing. The platform offers a complete workflow from drafting to client delivery, including internal collaboration features like comments and task management. It provides extensive customization options such as logo watermarks, brand color matching, and typography controls to ensure every quotation reflects the user's corporate identity. Additionally, it includes a unique WhatsApp bot integration that allows users to create quotations directly from chat by sending a text message, with the bot returning a live quotation link. The software also supports scheduling timezone-aware proposal deliveries via Upstash QStash, tracking client views and engagement, capturing e-signatures, and converting quotations into invoices with a single click. Designed for freelancers, agencies, and B2B sales teams, it aims to speed up deal closure, eliminate manual errors, and present a professional brand image.
- Category
- Productivity
- Pricing
- Paid
Problem solved
Manual proposal creation is time-consuming, prone to copy-paste errors, and often lacks consistent branding, leading to slower deal cycles and lost revenue. AutoQuote streamlines this by automating quote generation from ingested business context, ensuring accuracy, fast delivery, and professional appearance.
Use cases
- Automatically generate sales proposals from Google Drive documents and call transcripts
- Create instant quotes via WhatsApp bot for rapid client response
- Track proposal views and client engagement to follow up strategically
- Convert quotations to invoices with one click to streamline billing
- Schedule timezone-aware proposal deliveries to clients
- Collaborate on proposal drafts with internal comments and task management
- Customize proposals with brand logos, colors, and typography for a white-label experience
Audience
- Business Users
- Enterprise
- Startups
Pros
- Win deals faster by submitting quotes in minutes instead of days
- Eliminate human error with AI-driven consistency
- Professional branding with custom logos, colors, and fonts
- Convenient WhatsApp bot for on-the-go quotation generation
- End-to-end workflow including tracking, e-signatures, and invoice conversion
Cons
- Pricing structure is not clearly detailed; may have limited free tier
- Requires Google Drive integration for full context ingestion
- WhatsApp bot dependency on phone number registration
- No offline functionality or self-hosted option
- Primarily suited for B2B proposals, may lack flexibility for other document types
Official website: https://www.autoquote.digital/
Canonical LambdaBase page: https://www.lambdabase.com/tools/autoquote