Generate quotes instantly
Stop manually building quotes after every sales call
Transform recorded conversations into validated quotes with correct pricing and configurations. Your sales team sells, not copy-pastes.
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Quote Generation Agent
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companies that trust lleverage
Your sales team spends 10 to 15 minutes per quote copying configurations, calculating bundle dependencies, and personalising proposals. They email PDFs instead of using the ERP because it is too complex. Meanwhile, you have no pipeline visibility because every quote that bypasses your ERP also bypasses your forecast.
Turn sales conversations into structured quotes
Record sales meetings on a mobile app. Lleverage extracts product requirements from natural dialogue, applies your bundling rules, and translates technical specs into commercial language. The agent knows your dependencies. Electric machines need different mounting, certain bundles conflict, and rush orders trigger different approval rules. Quotes appear in your ERP with the right pricing already attached, ready to send.
Apply your bundle rules and product dependencies automatically
Lleverage applies your bundle rules, calculates pricing tiers, and handles technical dependencies the same way your best Solutions Engineer would. Multi-component bundles, compatibility checks, and SKU-to-description translations happen on every quote. The agent translates technical specs into commercial language your customers actually understand, then carries that personalisation through into the final document.
Captures sales conversations from mobile recordings, video calls, and meeting notes
Matches requirements to your product catalog, bundle rules, and pricing tiers
Flags missing requirements, technical conflicts, and pricing inconsistencies
Works across formats: voice memos, video meetings, live transcripts, and meeting notes
Generate every quote directly in your ERP, ready to send
Generate quotes natively in Microsoft Dynamics 365, Salesforce, or your CRM. Lleverage routes each quote for approval inside the systems your team already uses, enables DocuSign signatures, and tracks the full pipeline so finance and sales see the same numbers. Direct API integration preserves your approval workflows and the personalisation that came out of the original sales conversation.
Quote creation time: 10 to 15 minutes per quote
Under 60 sec
Uses your own rules for matching, coding, and approvals
Gets more accurate every week as your team uses it
Writes the final quote straight into Microsoft Dynamics 365, Salesforce, or your CRM
Fix problem quotes without leaving your sales workflow
Missing configurations, pricing conflicts, technical incompatibilities, ambiguous customer requirements: the quotes that usually get stuck. Lleverage routes them to the right Solutions Engineer or sales rep with the full conversation context attached. Quote creation time falls from 10 to 15 minutes per quote to under 60 seconds, and pipeline visibility is restored because every quote lands in your ERP.
“We have already automated three core business processes, and this is just the start.”
Gerald Dulac
COO, Infinite Group
companies that trust lleverage
Implementation timeline
Live in four weeks, full automation right after
Start with your most complex product line. Record conversations, validate quotes, and measure time savings as the agent calibrates against your team decisions.
Week 1
Map product bundles and dependencies
Capture your bundling rules, technical interlocks, and pricing tiers. The agent learns your most complex product line first.
Week 2
Connect ERP and configure rules
Run new quotes in shadow mode. The agent proposes the configuration, your sales team approves or corrects each one. Calibrates against your actual decisions.
Week 4
Full automation with approval routing
Switch to autonomous mode. Quote creation drops from 10 to 15 minutes per quote to under 60 seconds, with 100% ERP adoption and full pipeline visibility.
Why Lleverage
Intelligent quote generation, made secure
Built for finance, sales, and IT teams that move fast without compromising on data residency, identity, or audit trail.
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 on day one and long after.
Zero data retention on the LLM layer
Your sales conversations and quote data are processed in real time and immediately purged from external providers. No persistent storage, no logging, no training your invoices into someone else’s model.
Enterprise SSO and SCIM provisioning
SAML SSO and SCIM provisioning let your teams sign in with corporate credentials. Centralised access control and security policies stay in IT, not scattered across vendor consoles.
Enterprise-grade security and compliance
SOC 2 Type II audited, ISO 27001 certified, and GDPR compliant with EU-region hosting. Customer data isolated by tenant. Maintain complete control over infrastructure and data residency.
FAQs
Everything you want to know about quote automation
How accurate are quotes generated from sales conversations?
AI transcription and entity extraction are accurate enough today to run on real sales calls. Lleverage connects different terms and descriptions across your product catalog. When something is unclear or information is missing, the agent flags the gap for human-in-the-loop review rather than guessing.
What about complex technical products with bundle dependencies?
Complexity is exactly where this earns its keep. The agent handles multi-component bundles, compatibility checks, and technical interlocks. It translates technical specs into commercial language your customers understand without losing the engineering detail your Solutions team relies on.
Will sales teams actually use this?
When quotes appear pre-populated in the ERP within an hour of the meeting, adoption is immediate. No more Excel calculators or copy-paste from old orders. Sales reps review and send instead of building from scratch, and pipeline visibility is restored because every quote lands in the system of record.
How does this integrate with our existing ERP?
Direct API integration with Microsoft Dynamics 365, Salesforce, or your CRM. Lleverage preserves your approval workflows, keeps the personalised messaging that came out of the original sales conversation, and enables digital signatures via DocuSign without bolting on a new system.
What is the real time savings?
Most teams reduce quote creation from 10 to 15 minutes down to under 60 seconds. For a sales team running 20 quotes a day, that is hours back for actual selling, plus a faster customer response: quotes within an hour of the call instead of the next day.