Generate quotes fast with AI

Background: quoting is time-consuming and costly

Many companies struggle with creating quotes. It is a time-consuming and error-prone process. Sales staff have to enter data manually, look up old quotes and make estimates based on experience. Quotes can vary depending on who writes them.

Everything is then processed in Excel or Word before the quote goes to the customer as a PDF. Someone then has to re-enter that data in a CRM or accounting system. This causes delays and increases the chance of errors.

HEBO Maritiemservice had exactly this problem. That is why we analysed their quoting process and deployed AI to make it faster and more efficient.

AI as the solution

Polarix and Sping developed a smart quote generator that largely automates the process. Polarix develops and maintains the AI model that generates new quotes based on historical data and a pre-calculation file. Sping designs and builds the web application that lets users create and manage quotes easily.

How does the new system work?

Request comes in

A customer requests a Load Test by phone or email.

Automatic quote generation

The web application immediately creates a quote based on AI and historical data.

Review and adjustments

The sales manager can review the quote and adjust it if needed.

Send quote

The quote is generated as a PDF and emailed to the customer.

CRM status updates

The job status is updated in the desired systems.

The result

The result? A much faster and more reliable process where quotes are generated in minutes instead of hours. Sales staff no longer have to manually search through old quotes or make complex calculations in Excel.

If you also struggle with a slow and inefficient quoting process, AI can be a game-changer. With smart automation, you not only save time but also reduce the chance of errors and increase the efficiency of your process.