Automatic quote agent (Sage sync)

The request arrives by email, the quote lands in Sage.

WhatsApp
Agent sheet
Category
Back office, finance and administration
Model
open, installed on your premises
Data
never leaves
Subscription
€0 per month
01Overview

Every quote request ties up a sales-admin person for twenty to forty minutes: reread the email, find the rate card, compute night and holiday surcharges, format, type into Sage. The agent does that in under a minute and leaves you the validation.

The problem

Simple quotes take as long as complex ones. Surcharge errors creep into manual calculations, requests received on Friday evening wait until Monday, and double entry in Sage creates gaps between the PDF sent and the accounting record.

Our answer

The agent reads the request (email and attachments), identifies site, time slots and volume, applies your rate card (day, night, Sunday, holiday), generates the branded PDF quote and creates the record in Sage through its API or import. You receive the quote ready to validate, with the calculation detail.

02How it works

Live in four steps.

  1. 01
    Rate card and rules

    We formalise your rate card and surcharge rules, including the edge cases your admin team knows by heart.

  2. 02
    Reading requests

    Connection to the mailbox involved. The agent extracts the useful fields and flags incomplete requests.

  3. 03
    Generation and Sage

    Branded quote template, record creation in Sage, consistent numbering.

  4. 04
    Validation and follow-up

    Every quote goes through a validation queue. You correct, the agent learns the recurring corrections.

03What you gain

Results you can measure.

One minute instead of thirty

Processing time for a standard request drops below a minute, validation included.

Zero gap with Sage

The PDF sent and the accounting record are generated from the same data.

No customer data outside

Open-source model on your server: requests and rates never leave your network.

04Frequently asked

What we get asked before signing.

What if the request is incomplete?
The agent sends the customer a clarification request with the exact list of missing information, or parks it for a human, depending on your rule.
Does the agent need an AI vendor subscription?
No. It runs on an open-source model, picked from the right family, installed on your server or VM. No API key, no token bill, no data sent outside.
What hardware is required?
From 8 GB of RAM on CPU for this kind of specialised task. We measure real throughput on your machine during the audit and write it into the proposal.
How long does setup take?
Two to six weeks depending on the connections to build. You validate an acceptance run on your real cases before going live.

Let's talk about your case for thirty minutes.

A conversation to understand your context, volumes and tools. You leave with a scope and an order of magnitude, no commitment.

WhatsApp
+261 38 66 261 00team@wikolabs.com