AI-powered sales quoting platform for construction products with real-time pricing and proposal generation.
After-hours quote prep eliminated across pilot teams.
From raw site notes to a branded, BOM-accurate PDF.
Lift from configurator-driven upsells & ROI framing.
Manual quoting is a 5-step relay race that takes 2–7 days. SmartQuote compresses it into a 3-step pipeline that runs while you walk to the truck.
SmartQuote is composed from ConTech Production Library — 150+ pre-built modules deployed in 2–6 weeks. The 14 below are the ones doing the work on this demo.
AI compresses 47 hours of manual quoting into under 60 seconds. Three steps. Zero spreadsheets.
Voice memo or photo on the way back to the truck. The AI extracts every spec, dimension, and product reference from the notes — including the half-remembered "they liked the showroom Tuesday" context that legacy CRMs lose. 60+ accents supported, glove-friendly voice input, no template needed.
Live ERP cross-reference pulls inventory, margin guardrails, and pricing rules every 30 seconds. The configurator picks the highest-margin in-stock SKU that satisfies the spec — not whatever the rep remembered. Cross-sell and accessory logic surfaces the upsell before the quote is sent.
Branded PDF, CRM-logged, ROI-framed — in your prospect's inbox before the competitor has opened their spreadsheet. The deal record already contains the line-item BOM, technical documentation, and a ready-to-send sales email drafted in the rep's voice.
Manufacturers running AI-driven CPQ trade at 1.8–2.4× EBITDA multiples versus PDF-quoting peers — because revenue velocity is the only moat private equity buys twice.
Teams using CPQ generate quotes 10× faster and cut approval times by up to 95%. The first vendor to respond is 50% more likely to win the deal.
SmartQuote eliminates the bottleneck between field conversations and formal quotes. Sales reps typically spend 45–90 minutes after every site visit manually translating handwritten notes into a structured quote — pulling specs, finding pricing, building a PDF. SmartQuote takes raw voice memos or text notes and produces a complete, branded quote including equipment configuration, BOM, and pricing in under 60 seconds. The result is more quotes sent per day, faster response times to prospects, and fewer deals lost to competitors who replied first.
SmartQuote connects via API to common CRM platforms including Salesforce, HubSpot, and Pipedrive — pushing completed quotes directly into deal records without manual data entry. For ERP integration (SAP, Oracle, NetSuite), it syncs line-item pricing and BOM data in real time so quotes always reflect current inventory and costs. For teams not yet on an enterprise stack, SmartQuote works standalone with CSV export and a built-in email generator that pre-populates a ready-to-send sales email alongside the PDF quote.
A standard implementation runs 2–4 weeks from kickoff to first live quote. Week one covers data ingestion — uploading your current price lists, product catalog, and any existing quote templates. Week two is configuration and testing with your sales team's actual note formats. Week three is a pilot with 2–3 reps on real deals. Week four is full rollout with training. No custom development is required for standard CRM integrations; custom API work adds 1–2 weeks for non-standard setups.
SmartQuote needs three inputs to go live: (1) your current product catalog with SKUs and pricing, (2) your standard quote template or PDF format, and (3) a small batch of 10–20 historical quotes to calibrate the AI's interpretation of your team's terminology. The AI learns the difference between how your reps refer to product variants in the field versus how they appear in the catalog. Optionally, connecting live CRM data improves accuracy by providing customer history context when generating upsell recommendations.
Teams using AI quoting tools report 3–5x more quotes generated per rep per week, average quote delivery time dropping from same-day to under 2 hours, and close rates improving 15–25% due to faster response times. Quote accuracy also improves — AI consistently applies current pricing and correct configurations, reducing revision requests by up to 60%. For a 5-person sales team, this typically translates to 8–12 additional closed deals per month at the same headcount.
The primary daily user is the field sales rep or account executive who visits job sites and attends trade shows. They speak or type raw notes into SmartQuote immediately after a customer conversation. Sales managers use the reporting dashboard to track quote volume, win rates per rep, and identify which product configurations win most often. Operations and estimating teams use it to audit outgoing quotes for margin integrity. SmartQuote is most impactful in organizations with 3+ sales reps and a catalog of 50+ configurable SKUs.
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