Without Instant Quote Tool
20-30 hours per week
With Instant Quote Tool
Under 60 seconds
Without Instant Quote Tool
15-30 minutes per request
With Instant Quote Tool
Near zero
Without Instant Quote Tool
Dependent on rep capacity
With Instant Quote Tool
100% automated
Without Instant Quote Tool
1 rep per 40 weekly quotes
With Instant Quote Tool
Zero
If you sell B2B equipment, parts, or consumables priced between $20 and $5,000, you have a volume problem that nobody talks about. Every qualified prospect needs a formal quote before they can issue a PO. Every quote requires a salesperson. And that salesperson is now a full-time PDF clerk.
Your sales rep opens three tabs to issue a single quote. One for your product page to grab the SKU and price. One for your shipping calculator. One for your quote template. They copy, they paste, they format, they save, they attach, they email.
Every step is small. The total is crushing.
A single quote takes 15 to 30 minutes of focused rep time, assuming nothing goes wrong, assuming they do not get interrupted, assuming the product page has all the data they need, assuming the prospect gave them a clean ship-to address. When any of that fails, and it always does, the quote takes 45 minutes instead. This is not a sales process. It is an assembly line for PDFs. And you are paying a commissioned salesperson to run it.
The biggest time sink in every quote request is shipping. Your prospect needs the total landed cost to get the PO approved, which means shipping has to be calculated and included. Not estimated. Not “call for shipping.” The actual number.
So your rep opens the carrier’s rate calculator, types in the origin warehouse, types in the destination, pulls up the product page to find the weight, enters the dimensions, picks the service level, and waits for the quote. Then they copy the number back into the PDF template.
Multiply by every product on a multi-line quote. Multiply by every quote request. Multiply by 40 a week.
Your rep is now a freight clerk. The prospect is now waiting. And a competitor with a faster quote is winning the deal.
Here is the part nobody warns you about when you tell your sales team to “just handle the quote requests.” Issuing the quote is only half the job. After the PDF goes out, the rep is accountable for following up until the prospect sends back a PO number. No PO, no revenue.
So now your rep is also running a follow-up workflow across dozens of open quotes. Check the CRM. Send the nudge. Wait two days. Send another nudge. Try the phone. Send the final nudge. Move the deal to “lost” if it goes cold. Rinse and repeat.
Some reps do this well. Most do it inconsistently. None of them enjoy it. And every hour spent chasing a $600 quote is an hour not spent on the $25,000 opportunity that actually needs a conversation and a custom quotation created.
Eventually, quote volume exceeds your team’s capacity. You have three options.
Option one: let quote turnaround slip. Prospects wait longer. Competitors with faster quotes win deals. Revenue leaks out the bottom of the funnel while your team is buried in admin.
Option two: triage. Your reps start cherry-picking which quote requests to handle quickly. The big ones get same-day turnaround. The small ones sit in the queue for a week. Except the small ones are still real deals, and the prospects behind them are still watching the clock.
Option three: hire another salesperson. The only “scalable” answer. Salary, commission, benefits, training, ramp time, management overhead. You end up with a full-time employee whose primary job is issuing PDFs. When you do the math, fully loaded cost versus the revenue they personally close, the role barely justifies itself. But you made the hire, because the alternative was worse.
This is the trap. Your growth is being throttled by the quote desk, and the only lever you have is throwing more people at it. There has to be a better answer, and until recently, there was not.
The Instant Quote Tool is an ENGAGE agent that sits inside your website chatbot. When a visitor indicates they need a quote, the agent takes over and runs the entire quote-generation process from start to finish, no sales rep involved, no waiting, no back-and-forth. It is the instant quote tool for websites that B2B manufacturers have been waiting for: fast enough for the buyer, accurate enough for your sales team to trust, and complete enough to actually close deals without human intervention.
Every quote includes real shipping costs calculated live at the moment of generation. The prospect enters their ship-to address inside the chat. Our proprietary system pulls the weight and dimensions of each product in the quote, submits the request to real-time shipping APIs, and returns accurate freight costs in seconds. No estimates. No “shipping to be determined.” No calling the warehouse. The total landed cost is on the quote before the prospect finishes pouring their coffee.
This alone eliminates the single biggest time sink in your current quote desk. And it is the feature that competitors are going to copy last, because getting shipping right is genuinely hard—weight data, dimensional pricing, carrier rules, origin warehouses. We handle all of it.
Whatever your standard quote discount is—5%, 10%, tiered by volume, tiered by product category—the Instant Quote Tool applies it automatically. You configure the rules once during deployment, and every generated quote follows them.
No rep has to remember the discount policy. No rep has to decide whether this particular prospect gets 5% or 7%. No rep has to apologize for an inconsistent discount that a previous rep gave. Your pricing policy is enforced by the system, not by memory.
The tool generates a professional, branded PDF quote in under 60 seconds. Your logo, your formatting, your terms and conditions, your legal language, your product descriptions, your line items with real-time shipping, your discount, your grand total. The prospect downloads it directly from the chat. They can forward it to purchasing. They can upload it to their procurement system. They can print it and walk it to their boss for sign-off. It is a real quote, ready for a real PO.
This is a custom-branded quote document that looks exactly like what your sales team would have produced by hand—because it is modeled on what your sales team actually produces by hand.
One of the rare things a human sales rep adds to a simple quote is recommending the right accessories. A pump without tubing is a half-sale. An analyzer without the starter kit is a support ticket waiting to happen.
The Instant Quote Tool handles this. When a prospect adds a product to their quote, the tool surfaces the recommended accessories from that product’s detail page and offers them as optional add-ons. The prospect decides what to include. Attach rates go up. Quote completeness goes up. Support tickets go down.
Every generated quote is automatically emailed to the prospect from the actual email address of your assigned sales rep. Not a noreply address. Not a generic sales inbox. The real rep, with their real signature, their real phone number, and their real face in the signature block.
The email includes the quote as a PDF attachment, a plain-language summary of what is inside, and a clear call to action: reply with a PO number to complete the order. It reads like a personal email from a salesperson, because for all the prospect knows, it is one.
Reply rates on rep-authenticated emails are multiples higher than system-generated emails. This matters because the quote is not the close. The PO is the close. And POs come back faster when the prospect feels like they are in a real relationship with a real person.
Don’t want to use a real salesperson’s email address and name? No problem. Have it come from a persona account or admin staff.
If the prospect does not respond within a configurable window, automated follow-up sequences activate. Each email still comes from the assigned rep’s address, each message is tailored to the stage of the follow-up, and each one moves the deal closer to close.
This is not a drip campaign that feels like spam. These are contextual follow-ups that reference the specific quote, the specific products, and the specific amount. They read like a salesperson working a deal, because they are the salesperson working the deal, just not manually. If the prospect replies at any point, the sequence stops and the rep takes over.
If the prospect never replies, the system gracefully closes the loop without wasting any of your team’s time.
STEP
1
A prospect is on your website, browsing a product page, asking questions in the ENGAGE chat. They say something like, “Can I get a quote for this?” or “I need a formal quote to submit to my purchasing department.” The chatbot recognizes the intent and hands off to the Instant Quote Tool agent.
The prospect sees a clean, guided flow begin inside the chat window.
STEP
2
The agent collects the minimum information required to generate an accurate quote:
This is a conversational exchange, not a 40-field form. The agent asks one set of questions at a time, validates the address, and moves on.
STEP
3
The agent pulls the complete product information from your website in the background: SKU, description, price, weight, dimensions, recommended accessories. The prospect sees a live preview of what will be included in the quote and has the option to add or remove line items.
When the product list is confirmed, the agent calculates real-time shipping based on the ship-to address, the product weights, and your configured carrier rules. The total landed cost appears in the chat within seconds.
STEP
4
If the product has recommended accessories, the agent presents them as optional additions: “Most customers who order this also include the following items. Would you like to add any of them?” The prospect checks the boxes for what they want, and the quote updates in real time.
This is where the tool actually does more than your current sales rep does, because a busy rep often skips the accessory upsell to save time. The agent never skips it.
STEP
5
The agent applies your standard discount, generates a branded PDF quote, and displays it inside the chat. The prospect downloads the file with one click. The quote is identical in format, branding, and legal language to what your sales team would have produced by hand—it just took 45 seconds instead of 45 minutes.
Simultaneously, the PDF is emailed to the prospect from the assigned sales rep’s actual email address, with a personal message asking them to reply with a PO number.
STEP
6
The quote is logged in your CRM as an open opportunity, with the full quote details, contact information, and conversation transcript attached. The assigned sales rep receives a notification that a quote has been issued in their name. They do not need to take any action unless the prospect replies with a question that requires human input.
STEP
7
If no PO arrives within a configurable window, the automated follow-up sequence activates. Each email comes from the rep’s address. Each message references the specific quote and products. The sequence runs for as long as you configure it, typically 21 to 30 days, until the deal closes or goes cold.
If the prospect replies at any point, the sequence stops and the rep takes over the conversation. If a PO comes in, the opportunity is marked closed-won and routed to your fulfillment team.
Every B2B manufacturer with a quote desk problem has tried something. Here is what typically does not work.
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This is the default answer. Volume exceeds capacity, so you hire. The job description is “inside sales rep” or “sales coordinator” or “quote specialist.” The reality is that 80% of the role is copying product information out of your website and pasting it into a quote template.
The fully loaded cost is real. Salary in the $55K to $75K range for a mid-level inside sales hire base. Commission on top of that. Benefits, payroll taxes, and overhead that add another 30-40%. Training time before they are productive. Ramp time before they are efficient. Turnover risk when they realize the job is not what they thought it would be.
And the worst part: you cannot promote them, because there is nowhere to promote them to. They are not in the room for the real sales conversations. They are not building relationships with your largest customers. They are issuing PDFs. When they leave, they take zero institutional knowledge with them, because there was none to build.
You are paying six figures a year, fully loaded, for a PDF generator with a commission plan. And when quote volume grows again, you will have to make the same hire a second time. This does not scale. It is a cost center disguised as a sales role.
The other common “solution” is to do nothing, leave quote generation with your existing sales reps and assume they will figure it out. They do figure it out. But the cost is the opportunity cost of their attention.
Every hour a senior sales rep spends making a PDF for an $800 order is an hour not spent on the $25,000 opportunity that actually needs their expertise. Your best closers are being used as PDF clerks because there is no other option. Their calendar is full of quote admin, not customer conversations.
You can see this in the numbers if you look. Quote-to-PO conversion rates are inconsistent, because follow-up is inconsistent. Larger deals stall, because the same reps handling them are also handling twenty small quotes a week. Morale suffers, because nobody hired into a sales role to spend their day on paperwork.
You paid a premium for seasoned salespeople and put them on data entry. That is not a process. That is a waste of talent.
Some companies try to solve this with generic online quote generator tools, form builders, PDF generators, template systems. These tools promise instant quotes and deliver something closer to “instant unfinished quotes.”
The form builder cannot pull live product data from your site, so someone has to maintain a duplicate product catalog inside the form tool. Nobody does this. The data goes stale. The quotes go out with wrong prices, missing products, or outdated descriptions.
The form builder cannot calculate real shipping, so the quote says “shipping TBD” or uses a flat estimate. Purchasing rejects it. Your rep has to re-issue it manually. You just added a step, not removed one.
The form builder cannot apply your discount rules consistently. It cannot surface recommended accessories. It cannot send the quote from your rep’s actual email address. It cannot run follow-up sequences. It cannot log to your CRM with full context.
What you wanted was the best instant quote tool for your website. What you got was a form. And your sales team is back to handling quotes manually within three months, because the form is not actually issuing quotes, it is just collecting requests for your reps to fulfill.
Note: This Is Not a CPQ Replacement. If you sell complex, high-value configured products—$50K+ with custom options, approval chains, and multi-stakeholder negotiations—you need CPQ software. The Instant Quote Tool is not trying to replace Salesforce CPQ, DealHub, or any other CPQ platform. Those tools earn their keep on your largest deals. The Instant Quote Tool is designed for the opposite problem: the high-volume, low-complexity, low-drama quotes that are currently burying your sales team. The two work together. CPQ handles the big deals. Instant Quote handles the flood.
Most quote automation software sells you a tool and tells you to figure out the rest. You configure the templates. You map the products. You set the discount rules. You integrate the shipping API. You build the follow-up sequences. You maintain it forever.
The Instant Quote Tool is not sold that way. We design, build, deploy, and continuously optimize the entire system. The outcome you pay for is specific: accurate, branded quotes flowing out of your website to prospects, follow-up sequences running automatically, and POs coming back without your sales team touching any of it.
Our team studies your current quote process end-to-end. We review the quote PDFs your reps are issuing today. We interview your sales team about the shortcuts and workarounds they use. We map your pricing rules, discount policies, shipping logic, and accessory recommendations. Then we rebuild the entire workflow as an ENGAGE agent trained on your specific catalog, your specific pricing, and your specific customers.
This is not a self-service configuration. You do not have to learn a new platform. You do not have to maintain a duplicate product catalog. You approve the design, and we build it.
The agent needs to know your products cold. Prices, weights, dimensions, accessories, part numbers, discount tiers, shipping origins. We pull all of this from your existing website and configure the agent to stay in sync as your catalog changes. If you add a product, the agent learns it. If you change a price, the agent updates. If you deprecate an SKU, the agent stops quoting it.
You do not maintain a separate database. Your website is the source of truth, and the agent reads from it.
After launch, our team monitors every quote issued through the system. We review completion rates, accessory attach rates, PO conversion rates, and follow-up effectiveness. When something is not working, we fix it:
Monthly reporting shows exactly how many quotes were issued, how many converted to POs, how much revenue was generated, and what we changed to improve the numbers. You are not buying quote automation software that sits idle. You are buying a running system that gets better every month.
Hiring Another Rep
Cheap Quote Builder
Instant Quote Tool
Setup Effort
Weeks of training, months of ramp
You configure it yourself
We build it for you
Time Per Quote
15-30 minutes
Still 15-30 minutes
Under 60 seconds
Real Shipping Costs
Yes, if rep takes time
No, usually TBD
Yes, live from carriers
Discount Automation
Inconsistent, memory-based
Limited, if any
Automatic, rule-based
Follow-Up
Depends on rep capacity
None
Automated from rep’s email
Cost
$80K-$120K fully loaded
$50-$500/mo + team’s time
Flat monthly service fee
Accountability
The rep you hired
You
We own the outcome
Hiring Another Rep
Weeks of training, months of ramp
Cheap Quote Builder
You configure it yourself
Instant Quote Tool
We build it for you
Hiring Another Rep
Weeks of training, months of ramp
Cheap Quote Builder
You configure it yourself
Instant Quote Tool
We build it for you
Hiring Another Rep
15-30 minutes
Cheap Quote Builder
Still 15-30 minutes
Instant Quote Tool
Under 60 seconds
Hiring Another Rep
Weeks of training, months of ramp
Cheap Quote Builder
You configure it yourself
Instant Quote Tool
We build it for you
Hiring Another Rep
Yes, if rep takes time
Cheap Quote Builder
No, usually TBD
Instant Quote Tool
Yes, live from carriers
Hiring Another Rep
Weeks of training, months of ramp
Cheap Quote Builder
You configure it yourself
Instant Quote Tool
We build it for you
Hiring Another Rep
Inconsistent, memory-based
Cheap Quote Builder
Limited, if any
Instant Quote Tool
Automatic, rule-based
Hiring Another Rep
Weeks of training, months of ramp
Cheap Quote Builder
You configure it yourself
Instant Quote Tool
We build it for you
Hiring Another Rep
Depends on rep capacity
Cheap Quote Builder
None
Instant Quote Tool
Automated from rep’s email
Hiring Another Rep
Weeks of training, months of ramp
Cheap Quote Builder
You configure it yourself
Instant Quote Tool
We build it for you
Hiring Another Rep
$80K-$120K fully loaded
Cheap Quote Builder
$50-$500/mo + team’s time
Instant Quote Tool
Flat monthly service fee
Hiring Another Rep
Weeks of training, months of ramp
Cheap Quote Builder
You configure it yourself
Instant Quote Tool
We build it for you
Hiring Another Rep
The rep you hired
Cheap Quote Builder
You
Instant Quote Tool
We own the outcome
Hiring Another Rep
Weeks of training, months of ramp
Cheap Quote Builder
You configure it yourself
Instant Quote Tool
We build it for you
The Instant Quote Tool is an add-on to ENGAGE, so it inherits all of ENGAGE’s integration capabilities and adds quote-specific connections. It also integrates seamlessly with the broader Salesperson PLATFORM.
Works with every major ecommerce platform, including:
We pull product data, pricing, weight, and dimensional information from your existing site, so there is no separate catalog to maintain. Your product page is the source of truth, and the Instant Quote Tool stays in sync automatically.
Scilogex is a manufacturer of laboratory equipment sold direct to research labs, universities, and industrial testing facilities. Their ecommerce site carries hundreds of SKUs ranging from $20 accessories to $5,000 benchtop instruments.
Scilogex had an inbound quote problem. Prospects visited the site, found the product they needed, and then hit a wall: their company required a formal PDF quote to issue a PO. They could not just check out.
So the quote requests poured in. Dozens per week. Each one required a sales rep to pull the product information, look up the weight, calculate real shipping rates to the prospect’s zip code, apply a standard 5% discount, build a branded PDF quote, email it to the prospect, and then follow up over the following days and weeks until the PO came back.
The math was not subtle. One full-time sales rep could handle about 20 website quotes per week before the rest of their job suffered. Scilogex was approaching the point where they had to make a decision: hire another salesperson whose primary function would be issuing PDFs, or let quote turnaround time slip and lose deals to faster competitors.
They had already started recruiting for the hire.
Instead of making the hire, Scilogex deployed the Instant Quote ENGAGE agent on their website. Within a few weeks, the system was live. Prospects requesting a quote inside the chat were now receiving branded PDF quotes in under a minute, with accurate shipping costs, the 5% discount pre-applied, and optional accessories presented for upsell.
The PDF emails went out from the assigned sales rep’s actual email address (authenticated through Scilogex’s existing email platform), asking the prospect to reply with a PO number. Automated follow-up sequences handled the nudges until the deal closed.
The sales team stopped issuing manual quotes entirely.
Scilogex never made the new hire. Their existing sales team was freed from quote admin to focus on larger opportunities and customer relationships. Quote turnaround time dropped from hours or days to under a minute. Shipping costs are now accurate on every quote, eliminating the back-and-forth that used to kill deals. And the attach rate on recommended accessories went up, because the agent never skips the upsell.
“We were about to hire another full-time salesperson just to keep up with inbound quote requests. We ran the numbers—salary, commission, benefits, training, ramp time—and realized we were about to pay someone six figures a year to make PDFs. Then Salesperson Inc. deployed the Instant Quote Tool inside our ENGAGE chatbot. Within a few weeks, our existing sales team stopped doing quote admin entirely. Prospects get a branded, accurate quote in under a minute, complete with real shipping costs, and our reps are back to selling instead of copying and pasting. We never made that hire. Best instant quote tool for a website like ours, hands down.”
Michael Williams
President, Scilogex
Scilogex is a lab equipment manufacturer, but the Instant Quote Tool pattern applies to any B2B manufacturer or distributor selling direct through a website to buyers who need formal quotes to issue POs.
$1,200 order
A maintenance manager needs to order replacement components for a production line.
The Scenario
The order is $1,200, too small to involve a CPQ workflow, too big to expense on a credit card. Purchasing requires a formal PDF quote with real freight costs.
With the Instant Quote Tool
The maintenance manager finds the parts on the website, requests a quote inside the chat, enters the ship-to address, reviews the instant PDF with accurate shipping, and forwards it to their purchasing department. A PO comes back two days later. The sales team never touched it.
$3,400 order
A lab buyer at a university research group needs pipettes, glassware, and a centrifuge for a new project.
The Scenario
The total is $3,400. Institutional purchasing requires a formal quote before a PO can be issued.
With the Instant Quote Tool
The buyer requests a quote in the chat, and the agent surfaces the recommended consumables and accessories that typically ship with the centrifuge. The buyer adds them to the quote. The instant PDF goes out, the buyer submits it to purchasing, and the PO arrives on schedule. The buyer also got a better quote than they would have gotten manually, because the accessory upsells were not skipped.
$1,800 + hazmat
A procurement manager at a chemical processing plant needs to order specialty reagents for a quarterly production run.
The Scenario
The total is $1,800 plus hazmat shipping, which varies wildly by destination.
With the Instant Quote Tool
The manager requests the quote, and the tool calculates exact hazmat shipping based on the destination and the specific products involved. The PDF goes out with accurate total landed cost, the PO comes back, and the reagents ship on schedule. No phone calls to the warehouse to get freight quotes. No guesswork.
$950 order
A plant engineer needs to order replacement tooling for a CNC machine.
The Scenario
The total is $950. The company requires formal quotes for any order over $500.
With the Instant Quote Tool
The engineer finds the tooling on the website, generates an instant quote, and has the PDF in purchasing’s inbox within 90 seconds of finding the product. The PO is issued the same day. No sales rep was involved. No quote desk queue. Just a buyer who needed a PDF and got one.
If your sales team is spending hours every week issuing PDFs for orders under $5,000, the Salesperson ENGAGE Agent: Instant Quote, applies to you.
IMPLEMENTATION
We do not hand you software and walk away. Here is what goes into building an Instant Quote Tool deployment that actually works.
Phase 1
Before we build anything, we study what your sales team is doing today. We review the actual quote PDFs they are sending out. We interview your reps about the shortcuts, workarounds, and edge cases they handle manually. We map your pricing rules, discount policies, accessory logic, and shipping configuration. We identify the categories of quotes that are eating the most time and the ones that would benefit most from automation.
This matters because most quote processes have accumulated hidden rules over years that nobody documented. Building an automated quote tool on top of an incomplete understanding of the process just automates the gaps. We fix the gaps first.
Phase 2
We design the chat flow for collecting ship-to information, the logic for pulling product data from your site, the discount application rules, and the PDF template that matches your existing branded quotes. We configure the agent to read your product pages as the source of truth and stay in sync as your catalog changes.
This matters because the generated quotes have to match what your sales team would have produced manually—line for line. Any discrepancy breaks trust with your team and your customers. We test extensively against your real catalog before launch.
Phase 3
We run hundreds of test scenarios: different products, different ship-to addresses, different accessory combinations, different discount tiers. We verify that real shipping rates are accurate across all your product weight classes. We validate that the PDF formatting matches your brand standards. We confirm that CRM logging and rep notifications fire correctly. We let your sales team try to break it.
Phase 4
We deploy the Instant Quote Tool inside your live ENGAGE chatbot, monitor real interactions during the first weeks, and make rapid adjustments based on actual prospect behavior. We establish baseline metrics—quotes issued, time to generate, accessory attach rates, PO conversion rates—and brief your sales team on the new lead flow and what to expect in their CRM.
Ongoing
We review quote data weekly, analyze performance monthly, and continuously refine the system as your products, pricing, or customer patterns change. When you launch a new product line, we train the agent on it. When you update pricing, the agent updates automatically. When follow-up sequences stop performing, we rewrite them.
INVESTMENT
The Instant Quote Tool is an add-on to Salesperson ENGAGE. Pricing is based on your catalog complexity and quote volume—not per quote, not per user.
Number of products in your catalog
Complexity of your pricing and discount rules
Number of shipping origins and carriers
CRM integration requirements
Follow-up automation scope
One-Time Setup
There is a one-time setup fee covering the quote process audit, catalog training, PDF template design, shipping integration, CRM setup, and testing. Setup scales with catalog complexity—a 200-SKU catalog with a flat discount is a different build than a 5,000-SKU catalog with tiered discounts by product category.
Monthly Service
After launch, a monthly service fee covers continuous monitoring, optimization, catalog sync, follow-up sequence tuning, and ongoing support. This is not a software license that sits idle. It is an active service delivering issued quotes and chased POs every month.
If you are currently considering hiring another inside sales rep at $60K to $80K in base salary (plus commission, benefits, taxes, and training time), the fully loaded annual cost of that hire is somewhere between $90K and $130K. The Instant Quote Tool is a small fraction of that—and it never takes PTO, never turns over, and scales to unlimited quote volume without additional cost.
If you already have a full-time rep dedicated to quote admin, the math is the same in reverse: you recover that role’s capacity and redeploy them to work deals where a human actually adds value.
The first step is a 30-minute call where we review your current quote process together. Bring a recent quote PDF, your discount policy, and a rough sense of how many quotes per week your team is currently issuing. We will walk through it, identify the biggest friction points, and give you an honest assessment of what the Instant Quote Tool can do for your specific situation.
No pressure. No generic demo. A real conversation about your real quote desk.
PROJECTED IMPACT
Metrics from Scilogex’s first deployment, with more case studies in progress.
Time to issue a quote
Sales rep hours on quote admin
Quote follow-up consistency
Accessory attach rate
New hires avoided
Quote turnaround experience
If the answer makes you wince, you already know the problem. Your quote desk is eating calendar time that should be going to real sales conversations.
Every day your reps spend on copy-paste work is a day they are not building relationships, closing larger deals, or moving the pipeline forward. And every new quote request that hits their inbox just makes it worse.
The Instant Quote Tool fixes this. Not with another form builder, not with another template system, not with another hire—but with a fully managed instant quote tool for your website that runs your entire quote desk while your sales team focuses on selling.
How is the Instant Quote Tool different from CPQ software like Salesforce CPQ or DealHub?
CPQ software is built for complex, high-value configurations where a salesperson adds real value—negotiating discounts, bundling products, managing approval workflows, and walking the buyer through options. That is the right tool for your largest deals. The Instant Quote Tool is designed for the opposite problem: the high-volume, low-complexity quote requests under $5,000 that are currently eating your sales team's calendar. CPQ and Instant Quote work together. CPQ handles the six-figure deals. Instant Quote handles the flood of small quotes.
What is an instant quote tool for a website?
An instant quote tool for a website is software that lets visitors generate a formal, branded PDF quote directly on your site—typically inside a chat interface—without waiting for a sales rep to build one manually. The Instant Quote Tool from Salesperson Inc. does this for B2B manufacturers by pulling product data and pricing from your existing site, calculating real-time shipping costs, applying your standard discount, and generating a downloadable PDF quote in under 60 seconds.
Does the Instant Quote Tool work with our ecommerce platform?
Yes. The Instant Quote Tool works with every major ecommerce platform—Shopify, Shopify Plus, Adobe Commerce (Magento), BigCommerce, WooCommerce, Salesforce Commerce Cloud, and custom-built sites. We pull product data, pricing, weight, and dimensions from your existing product pages, so there is no separate catalog to maintain.
How accurate are the shipping costs on the generated quotes?
Exact. The system integrates with real-time shipping rate services so every quote includes live freight costs based on your actual product weights, the prospect's ship-to address, and your carrier accounts. No estimates, no guesses, no phone calls to your warehouse. This alone is the feature that most cheap quote builders cannot match.
Can the Instant Quote Tool apply our standard discount automatically?
Yes. Whatever your standard quote discount is—a flat 5%, tiered by volume, tiered by product category, or custom rules by customer segment—the tool applies it automatically. You configure the rules once during deployment, and every quote follows them without rep intervention.
Who sends the email with the quote attached?
The email is sent from the actual email address of your assigned sales rep, not a generic system address. The prospect receives a personalized message with the PDF attached and a clear call to action asking them to reply with a PO number. This maintains the personal relationship and dramatically improves reply rates over automated system emails. If the prospect replies at any point during the follow-up sequence, the rep takes over the conversation.
What happens if the prospect does not send a PO back?
Automated follow-up sequences activate. The prospect receives contextual emails from the sales rep's address over days and weeks—referencing the specific quote and products—until the deal either closes or goes cold. Your sales team does not have to track follow-ups manually.
Can we control which products are available for instant quoting?
Yes. During setup, we configure which product categories or SKUs are eligible for the Instant Quote Tool. Products that require human sales involvement—complex configurations, custom orders, or high-value capital equipment—can be excluded and routed to your sales team through a different flow. Simple, catalog-driven products are quoted instantly.
Does this handle international shipping and duties?
Yes, for most destinations. We support international shipping rate calculation, and duties and customs handling can be configured based on your existing export process. Complex international orders involving compliance restrictions are escalated to your sales team rather than auto-quoted.
What if a prospect needs a custom discount or special pricing?
If the prospect requests anything outside the configured discount rules, the system escalates the request to your assigned sales rep rather than issuing an auto-generated quote. The rep can then handle the negotiation manually. Auto-quoting is for standard requests. Anything non-standard gets a human.
Do we need ENGAGE to use the Instant Quote Tool?
Yes. The Instant Quote Tool is an ENGAGE Agent, meaning it operates inside your ENGAGE chatbot. The same AI that powers your chatbot's product knowledge is the same AI that runs the quote flow. If you do not have ENGAGE yet, we deploy both together as a single package.
How quickly can we get this live?
Most deployments go live within a few weeks of kickoff, depending on catalog complexity. A 200-SKU catalog with a flat discount can often launch faster. A 5,000-SKU catalog with tiered discounts and multiple shipping origins takes longer. We will give you an honest timeline during the initial call.
