AI Sales Quote Generator

AI Sales Quote Generator with one click pulls the correct customer, item, pricing, tax and discount data from BC, applies your company’s quote template, payment terms and branding, writes a persuasive, context-aware e-mail body (including next-step CTAs), and attaches the quote, ready to send or schedule. The whole process takes seconds, eliminates re-typing and keeps every quote traceable inside BC for pipeline reporting and audit trails.

Who benefits:

- Sales reps and account managers who live in BC and Outlook.

- Inside-sales teams handling high quote volumes.

- SMB owners and finance managers who need consistent, professional quotes without extra head-count.

- Partners and ISVs building quoting workflows on top of Business Central.

Pain points solved:

- Slow quote turnaround. Manual approach can take 15 - 30 minutes per quote - AI Sales Quote Generator cuts it to under a minute.

- Costly data entry errors. Automatic data pickup from BC eliminates price, tax or customer-detail mistakes that erode margin and credibility.

- Inconsistent branding & compliance. Company-wide templates and terms ensure every quote looks professional and meets legal and industry requirements.

- Low win rates due to poor follow-up. Built-in, AI-crafted e-mails with clear calls-to-action increase response speed and deal closure rates.