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The smart way to handle complex product quotes
Let Lleverage generate accurate quotes from sales conversations so your team can focus on closing deals, not spreadsheet configurations.
The quote creation bottleneck
Your sales team spends 10-15 minutes per quote copying configurations, calculating bundle dependencies, and personalizing proposals. They email PDFs instead of using CRM because it's too complex.
Complex products with technical dependencies - "this mast can't go with that receiver." Meanwhile, you have no pipeline visibility when quotes bypass your CRM.
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From conversation to quote automatically
Record sales meetings with mobile apps. AI extracts product requirements from natural dialogue, applies bundling rules, and translates technical specs into commercial language.
The system knows dependencies - electric machines need different mounting, certain bundles conflict. Quotes appear in your CRM with correct pricing, ready to send.
What you can automate
Conversation Processing: Transcribe meetings, extract requirements, identify missing info, maintain client history.
Smart Configuration: Apply bundle rules, calculate pricing tiers, handle technical dependencies, translate SKUs to descriptions.
CRM Integration: Generate in Dynamics 365, route for approval, enable DocuSign, track full pipeline.
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Immediate sales impact
Start with your most complex product line. Record conversations, validate quotes, measure time savings.
Week 1: Map product bundles and dependencies
Week 2: Connect CRM and configure rules
Week 4: Full automation with approval routing
Results: Quote creation 15 minutes → 1 minute.
100% CRM adoption. Complete pipeline visibility.
Why Lleverage AI?
Intelligent quote generation made simple and secure
A dedicated Solution Engineer for your project
White glove onboarding and premium support for enterprise customers. A complete solution with continuous support to ensure success.
Zero data retention
Lleverage ensures zero data retention by third-party AI providers.
Your sensitive information is processed in real-time and immediately purged from all systems, with no persistent storage or logging by external providers.
SSO capability
Lleverage supports Enterprise sign-on providers for your teams.
Enable seamless authentication for your teams using their corporate credentials while maintaining centralized access control and security policies.
Enterprise-grade security
Maintain complete control over infrastructure and data residency. SOC 2 and ISO 27001 certified. GDPR compliant.
"We’ve already automated three core business processes, and this is just the start."
FAQs
Everything you want to know about automating order processing with Lleverage.
The AI applies your exact bundling rules and dependencies. It knows which components work together, calculates correct pricing, and flags any missing information for clarification before generating.
Perfect for complexity. The system handles multi-component bundles, compatibility checks, and technical dependencies. It translates technical specs into commercial language your customers understand.
When quotes appear pre-populated in CRM within an hour of meetings, adoption is immediate. No more Excel calculators or copying from old orders - just review and send.
Direct API integration with Microsoft Dynamics, Salesforce, or your CRM. Preserves your approval workflows, maintains personalized messaging from conversations, enables digital signatures.
Most teams reduce quote creation from 10-15 minutes to under 60 seconds. For teams doing 20+ quotes daily, that's hours back for actual selling. Plus faster customer response - quotes ready within an hour vs. next day.
Ready to see Lleverage in action? Let's talk.
We will make sure to customize the demo to your unique business needs, goals, and objectives, so you can see how Lleverage fits into your AI ambitions.
Here’s what you can expect:
- A tailored 30 minute demo
- Full tour of our AI platform
- Discussion of your specific use case for AI
- Answers to any questions you might have