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Quotes, versions and follow-up

Quote software that reads the request and drafts the quote.

The AI understands what the customer asks for and suggests lines from your catalogue; the software calculates with your prices, you approve it and it goes out as a PDF with your brand.

Quote software

  • Your catalogue and your rates
  • The AI reads, the software calculates
  • Taxes as you configure them
  • Versions that do not change by themselves

What Aipiter’s quote software is

It is Aipiter’s quotes module. A quote is created by hand or from a request that arrives by email, WhatsApp or the website: the AI identifies what is being asked for and suggests lines from your catalogue, and the software does the maths with your prices, discounts and taxes. You review it, approve it and it is sent as a PDF with your brand from your own email. Each version keeps its values, you see whether it is accepted, rejected or expired, and Aipiter follows up the ones still waiting for an answer. A quote is not an invoice: invoices stay in your invoicing software, connected through integrations.

A quote, from request to reply

Requested, drafted and sent.

The path of a refurbishment request that comes in by email on a Tuesday afternoon.

  1. The request arrives

    The customer writes what they need. Aipiter identifies it, matches it to your catalogue and, if something is missing, drafts the question.

  2. You review the draft

    Lines, quantities and prices are already filled in at your rates. You adjust what is needed and approve it.

  3. Sent and followed up

    It goes out as a PDF with your brand from your email. If there is no reply, Aipiter runs the follow-up you have authorised.

What each quote carries.

Six pieces to quote quickly without losing control of what gets sent.

  • Your catalogue and your rates

    Services, products, bundles, extras, discounts and customer-specific rates, each with its validity dates. The quote comes from there, not from memory.

  • The AI reads, the software calculates

    The AI understands what the customer wants and suggests the lines; the maths is done by the software with your data, never by the AI.

  • Taxes as you configure them

    Each service carries the tax treatment you give it. Aipiter does not apply one default rate to every sector.

  • Versions that do not change by themselves

    Each version keeps the prices it was made with. If you change a rate, quotes already sent are left untouched.

  • Approval before sending

    Depending on the amount and your rules, a quote asks for approval or goes straight out. Approval covers that content for that customer: if something important changes, it is approved again.

  • Status and follow-up

    You see which are accepted, rejected or expired. Those still without an answer get the reminder you have authorised.

Template versus panel

Quoting without copying and pasting between email and a template.

Quotes by hand

  • Each request is copied from email into a template.
  • Prices are looked up in a separate sheet.
  • A new rate leaves doubts about older quotes.
  • Nobody remembers to call whoever did not reply.

Quotes in Aipiter

  • The request becomes a draft at your rates.
  • The catalogue is built in, with its current prices.
  • Each version keeps the values it was made with.
  • Unanswered quotes get their follow-up.

Quoting online from your phone or computer

The quote is prepared and approved from the panel, on a computer or a phone, with nothing to install. An installer quoting straight after a site visit can have it sent before reaching the next job.

For businesses where every job starts with a quote

Refurbishment and installers, workshops, catering and events, removals, architecture and engineering. Aipiter takes away the copying and price hunting, and leaves your team what cannot be automated: pricing what falls outside the catalogue.

Quote, invoice and payment, each in its place

An accepted quote is not an invoice or a payment. Aipiter handles the quote; you issue the invoice in your invoicing software, such as Holded, connected through integrations, and the panel separates quoted, invoiced and paid when it has that data.

From quote to job

When the customer accepts, the work carries on in the same panel: the visit in the calendar, the work order with its materials and the whole history in the customer record.

Questions about the quote software

Can I make quotes online without installing anything?

Yes. They are prepared, approved and sent from the Aipiter panel, in the browser on a computer or phone.

Does the AI set the prices?

No. The AI understands the request and suggests which lines from your catalogue apply. Prices, discounts and taxes are calculated by the software with your rates.

Can I put my logo on the PDF?

Yes. The PDF carries your brand, with the lines, the terms and the quote’s expiry date.

What happens if I change a rate?

New quotes use the new rate. Quotes already sent keep the prices they were made with.

Where is it sent from?

From your connected Gmail or Microsoft email, so the customer’s reply comes back to your inbox, or from Aipiter’s own sending with your brand.

Does it make invoices?

No. A quote is not an invoice. Invoices are issued in your invoicing software, such as Holded, connected to Aipiter.

What about quotes that get no reply?

Aipiter runs the follow-up you have authorised: a reminder to the customer and, if they raise an objection, a heads-up to whoever owns that sale.

Let your next quote start drafted.

We show you how a real request from your business turns into a quote with your rates and your brand.

Book a demo

hola@aipiter.com