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AI Quoting Agent
& Quote Automation

Less evening admin. A clearer path to a quote.

DonutLabs builds AI-assisted quoting workflows for Australian businesses. Turn enquiry details and your approved pricing information into quote drafts your team can review before sending.

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I'm looking for an architect for a home renovation.
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Start with a studio whose work fits your space and style.

Form & FieldResidential architecture & interiors

Explore their projects and discuss your renovation.

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Hi, we'd love to discuss our home…

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SarahProject consultation

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TaylorOur next steps

Tuesday works well for us…

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Ready for your team

Details captured. Follow-up organised.

Discovery → enquiry
AI quoting agentClear project scopePractical handoverMelbourne & Australia wide

AI Quoting Automation Services

Choose the support you need. We agree the deliverables and responsibilities before work begins.

Enquiry Information Capture

Define the job details and missing information needed before a quote can be prepared.

Pricing & Template Setup

Work from your approved price sources, calculation rules and quote layout.

AI-Assisted Quote Drafts

Prepare descriptions and organise relevant information for the supported quoting process.

Approval & Handover

Keep a defined review step for pricing, scope and exceptions before a quote reaches the customer.

Wattle Works quote drafting dashboard with customer projects and a quote preparation checklist.

Prepare quote drafts.

Bring enquiry details and job requirements into an agreed quote template. Your team gets a starting point to review, with missing information flagged before the quote moves forward.

  • Organise customer details, scope and line items
  • Keep incomplete enquiries visible for follow-up
Discuss your quoting workflow
Wattle Works pricing rules dashboard showing labour rates, material markup and an example calculation.

Use your pricing rules.

Build around your approved rates, material markups and minimum charges. The workflow follows your pricing information, with unusual requests passed to your team.

  • Use your agreed price sources and calculation rules
  • Flag exceptions instead of guessing a price
Talk about your pricing setup
Wattle Works approval dashboard with quotes awaiting review, pricing checks and approval controls.

Keep the team in control.

Give your team a clear place to check the scope, price and customer details. Define who can approve a quote and what happens when changes are needed.

  • Review drafts before they reach the customer
  • Keep feedback, approval and handover organised
Plan your approval process

Give your sales team time back.

Quote preparation is a practical place to examine repetitive work, while keeping pricing and approval in your control.

40%

Selling gets a minority of the week.

The average seller spent only 40% of their time selling in Salesforce’s 2026 survey.

40%

AI can help with written drafts.

A controlled writing experiment found 40% less task time with ChatGPT. It did not test price calculations or quoting accuracy.

A woman using her phone while holding a notebook

How We Deliver
AI Quoting Automation

A practical plan. Room for your feedback.

Here’s how we approach ai quoting agent, with you involved along the way.

Let’s plan your project
  1. Define the task and boundaries

    Map the use case, source information and supported systems. Agree approval points and situations that need a person.

    Plan & agree
  2. Configure and test the workflow

    Build the agreed setup and review representative examples, unclear requests and handover behaviour.

    Develop & review
  3. Handover and review the pilot

    Explain ownership and maintenance, then review the pilot against the outcomes agreed at the start.

    Handover & improve

AI Quoting Automation FAQs

What to know before starting with ai quoting agent.

Ask about your project
Does the AI decide my prices?

No. The workflow should use your approved pricing sources and rules. Your team reviews prices and exceptions before a quote is sent.

Can it connect to my current quoting software?

We check the software’s integration options and access before confirming the workflow. Some systems may require a simpler handover.

Can it handle incomplete enquiries?

We can design a process to flag missing details or request clarification. A person should review jobs that fall outside the agreed rules.

Will quotes be sent automatically?

The initial scope should define a staff approval step. Any later automation of sending needs explicit rules, testing and your agreement.

How much does ai quoting automation cost?

Pricing depends on the agreed deliverables, complexity and any ongoing support. We review your requirements and provide a proposal that identifies the scope and relevant third-party costs.

Discuss Your
AI Quoting Automation Project

AI quoting agent starts with understanding what you need.

Bring your ideas, existing material or the problem you are trying to solve. We’ll work through it together.

Let’s work out what’s right for you.

  • Your goals and current setup
  • The work and deliverables involved
  • A clear scope and project quote
Tell us about your project

Tell us about your project

Share a few details and we’ll help you work out the next step.







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