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.
Start converting opportunities faster directly from Business Central - with AI Sales Quote Generator.
