Turn inquiries into approved quotes, automatically.
QuotePilot AI reads incoming customer inquiries, asks clarifying questions when needed, drafts a structured quote, routes it for human approval, and syncs to CRM and accounting.
Seven agents, one workflow
Every inquiry flows through a chain of specialised agents. You see each one's output.
- Step 1
Intake Agent
Parses the incoming message into structured entities: customer, product, deadline, location.
- Step 2
Requirement Analyst
Summarises the request, tags category and urgency, and reports its own confidence.
- Step 3
Clarification Agent
Decides whether the inquiry is complete or needs follow-up questions.
- Step 4
Quoting Agent
Drafts realistic line items with unit prices, subtotal, tax, and total.
- Step 5
Approval Router
Pauses the pipeline and hands the quote to a human reviewer.
- Step 6
Delivery Agent
Emails the approved quote to the customer via the delivery provider.
- Step 7
CRM Sync Agent
Creates or updates the deal in HubSpot with amount and status.
- Step 8
Accounting Sync Agent
Pushes the quote to QuickBooks Estimates for finance tracking.
Fast, structured drafts
Qwen returns clean JSON line items with unit prices and taxes, ready to review.
Human-in-the-loop
Every quote passes a human before it leaves — approvals live on a single page.
CRM & accounting sync
Approved quotes push to HubSpot and QuickBooks and land in the activity log.