Sales · Quotation
AI Quotation From an Approved Price Source
A quotation that arrives two days late is a quotation for a decision already made. This is about getting an accurate number out while the customer is still reading.
Reviewed: 2026-08-20
The problem this solves
The price exists. It is in a spreadsheet, a PDF from last season, and in the head of the person on leave. Whoever answers picks one, and the customer occasionally notices.
- Multiple versions of the price list are in circulation.
- Quotations are assembled by hand and arrive inconsistently.
- Nobody knows which quotations are still open.
Mid-stage: the need is understood and the customer is asking what it costs.
How REVENZA handles it
- 1
Confirm the scope
REVENZA restates what is being quoted before it quotes it.
- 2
Retrieve the approved price
One source, one current version, with its effective date.
- 3
Assemble the quotation
Inclusions, exclusions, validity period and next step, in your approved format.
- 4
Escalate uncertainty
A missing, expired or conflicting price is escalated, never estimated.
- 5
Track the outcome
Accepted, under review, or scheduled for follow-up — with a visible expiry.
What the conversation looks like
A fictional example, written to show the mechanics.
What would the six-session package cost for two people?
Six sessions for two is 3,200 in total, including the initial consultation. Valid for 14 days. Shall I send the written quotation?
Price source: approved list, effective this month
What your business has to provide
- One nominated, current price source with effective dates
- An approved quotation format with inclusions and exclusions
- A validity period rule
- An owner for missing or disputed prices
Permissions
AI may act
- Quote a current approved price
- State inclusions, exclusions and validity
- Send an approved quotation format
- Schedule a quotation follow-up
Human approval required
- Custom scope or bundled pricing
- Extending an expired quotation
- Any figure not in the approved source
Never permitted
- Estimating, rounding or interpolating a price
- Quoting from an outdated source
- Omitting a known exclusion to make a number look better
What to measure
- Quotation turnaround
- Time from a complete pricing request to a quotation the customer can act on.
- Price accuracy
- Share of quotations that matched the approved source on review.
- Open quotation visibility
- Share of live quotations with a known status and expiry.
Best fit
- Offers are packaged and priced consistently.
- A single current price source exists or can be created quickly.
- Quotations follow a repeatable format.
Poor fit
- Every quotation requires a site visit or bespoke engineering estimate.
- Prices change daily and no source can be kept current.
View standard pricing or start with a clearly scoped Pilot.
Practical questions
- Can it produce a formal PDF quotation?
- That depends on the tools you connect during the pilot. This site does not claim any specific integration — document generation and delivery are confirmed as part of scoping.
Related
AI Negotiation Within Approved Limits
The discount question is where most AI sales tools either refuse to help or quietly make something up. REVENZA does neither: it retrieves the approved price, checks the authority you delegated, counters inside the ceiling, and escalates the exception with the full conversation attached.
AI Lead Qualification
Your team does not need more leads in a spreadsheet. It needs to know which three conversations are worth a call today, and why.
Build the AI workforce behind your next closed deal.
View standard pricing or start with a clearly scoped Pilot.