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AtomsAI / Quote agent

Every request quoted. In hours, not days.

Reads every request for quote, matches each line to your catalog, prices it by your rules and drafts the quote. Your engineers only see what really needs them.

Built for manufacturers and distributors who win on speed.

Keystone Industrial Supply · Quotes Live
Request for quote · Delta Packaging Needed by Nov 20
RFQ: bearings, bolts and a bracket

Please quote the items below and the attached bracket drawing. We need them by November 20.

500 × 6205-2RS bearing In stock $1,700
200 × M10 stainless bolt In stock $680
50 × custom bracket Drawing attached Engineer
Draft quote ready in 6 minutes
Priced from Delta's contract prices · the engineer only reviews the bracket

Why it matters

Requests for quotes arrive all day, often with drawings and long part lists.
Someone has to read each one, look up every item, check stock and price it.
The first good quote usually wins, and most take days.

Days to quote

Requests wait in an inbox while the buyer gets a faster price elsewhere.

Missing details

No quantity, no material, no date. The back and forth adds days.

Engineers on easy quotes

Your experts look up standard parts instead of pricing the hard ones.

The first good quote wins the order. Yours should be first.

Same requests. More orders won. What 100 requests for quotes a month turn into, quoted by hand and with a quote agent
Quoted by hand
3 days time to send a quote
30 quotes held up by missing details
22 orders won
With the quote agent
4 hours time to send a quote
5 quotes held up by missing details
31 orders won
9 more orders a month from the same requests, because your quote arrives first. Illustrative

What it does

Everything your quoting desk does. For every request, the same day.

Reads any request.

Emails, part lists in spreadsheets, PDFs and drawings, from any customer, in any layout.

Example · one request, three formats
Email “Please quote the below…” Read
Part list 48 lines in a spreadsheet Read
Drawing Bracket, rev C Read

Matches your catalog.

Every line to the right part number, even when the buyer uses their own.

6205-2RS → BRG-6205-2RS
M10 bolt, stainless → BLT-M10-A2-30
Custom bracket → Needs an engineer

Prices by your rules.

Contract prices, quantity breaks and margin floors, straight from your price lists. Never guessed.

Example · priced by your rules, not guessed
List price, 500 bearings $1,930
Delta's contract price −12%
Quantity break, 500+ Applied
Margin floor Above 18% ✓
Line total $1,700, from your price list

Asks for what's missing.

Quantity, material or date, in one short email.

Email to Delta Packaging
Which steel grade do you need for the bracket, 304 or 316?
Reply: 316 · added to the request

Checks stock and lead times.

So the quote says when it can ship.

Bearings 1,200 in stock · ships tomorrow
Bolts 80 now, 120 more in 5 days
Bracket 3 weeks to make

Sends custom work on.

With everything ready, so they only price the hard part.

To Raj · Applications engineer
Item
Custom bracket · 50 pieces
Ready
Drawing, steel grade 316, due date
Left
Only the bracket price to add

Follows up every quote.

Checks in, answers questions and re-quotes on request.

Hi Lisa, any questions on quote Q-2291? Happy to adjust quantities.
Can you price 1,000 instead of 500?
New quote drafted at the 1,000 price

Faster quotes, more orders won.

Quotes go out in hours, buyers hear from you first, and engineers spend their time on the work only they can do.

Example · one quarter, one distributor
4 hrs average time to quote, down from 3 days
+40% more orders won
85% of lines priced without an engineer
0 quotes sent below your margin floor

Channels, capabilities and integrations

Every way requests arrive. Connected to your ERP.

Reads requests from email, web forms, phone calls and buyer portals. Prices and stock come from your ERP, and quotes are saved back to it and your CRM.

5

Ways in. One quote queue.

Email Web forms Phone Buyer portals File uploads

Secure by default

SOC 2 Type II, HIPAA and GDPR. Your data is never used to train models.

Requests read today 00:00 → 23:59

Always on

Requests that land overnight are drafted by morning, so your quote is the first one the buyer opens.

Hands over to your team

The right engineer or sales lead, with the request, the drawing and everything already priced.

When it hands over
  • As per your rules
  • Custom or engineered parts
  • Below your margin floor
  • A large or key customer
AI agent
  1. Custom part RP Raj P. Applications engineer
  2. Below margin floor TB Tom B. Sales manager
  3. Key account KS Kate S. Account manager
Handover note · request, drawing, priced lines, what's left

At home in your stack

NetSuite, SAP, Epicor, Sage and Microsoft Dynamics. Salesforce and HubSpot. Price lists in spreadsheets. Gmail and Outlook. JustCall for calls. Anything else through APIs and webhooks.

Scoped access, approved per action

Quote queue

Every request. Drafted, priced and tracked.

See where every quote stands, and which ones need a person to approve.

Quote queue · this week All channels Illustrative
Requests in 86
Time to quote 4h
Lines priced automatically 85%
Win rate 31%
Delta Packaging · 3 lines Email Draft ready · bracket with the engineer Engineer review
Acme Foods · 48 lines Web form All matched and priced Sent
Pine Motors · 12 lines Phone Quantity missing on 2 lines Asked buyer
Vela Energy · 6 lines Email Below your margin floor Manager approval
Harbor Labs · quote #Q-2291 Email No reply in 4 days Followed up
2 quotes waiting for approval Review Hold sending
  • One view of every quote From request to sent to won, across every channel.
  • Every price explained Click a line to see the price list, discount and rule it used.
  • Stock on every line Availability and lead time, checked when the quote is drafted.
  • Review or hold Approve a quote, edit a line, or hold sending for a customer.

Quoting every day? There's a play for that.

Pick your industry to see how the agent reads, prices and follows up quotes.

Industrial distribution

Long part lists arrive by email, and every line needs a lookup.

  1. Part list

    48-line request

    Email
    Trigger

    A buyer emails a spreadsheet of parts.

    Agent

    Matches every line to your catalog and prices it.

    Result

    Quote out the same day

  2. Substitute

    Part out of stock

    Email
    Trigger

    A requested part has a 6-week lead time.

    Agent

    Offers an approved equivalent that's in stock.

    Result

    Order kept, not lost

Illustrative workflows, configured around your rules and integrations. Contact us

Machining & fabrication

Every request has drawings, and estimators are the bottleneck.

  1. Prepare

    Drawing-based request

    EmailUpload
    Trigger

    A customer sends a drawing for 200 parts.

    Agent

    Reads material, finish and quantity, asks what's missing.

    Result

    Estimator gets a complete request

  2. Follow-up

    Quote gone quiet

    Email
    Trigger

    A quote has had no reply in a week.

    Agent

    Follows up and offers to adjust quantities.

    Result

    Order closed

Illustrative workflows, configured around your rules and integrations. Contact us

Electrical & building supplies

Contractors want prices for a whole job, fast, from a materials list.

  1. Part list

    Materials list for a job

    EmailWeb form
    Trigger

    A contractor sends a list for a new build.

    Agent

    Prices it at the contractor's rates and checks stock.

    Result

    Quote before the competitor's

  2. Phone

    Quick price by phone

    Voice
    Trigger

    A contractor calls from site for a price.

    Agent

    Quotes from the price list and texts it over.

    Result

    Order placed on the call

Illustrative workflows, configured around your rules and integrations. Contact us

HVAC & equipment

Equipment quotes need models, sizes and options checked.

  1. Configure

    Right unit for the space

    Web form
    Trigger

    A buyer asks for a unit for a 2,000 sq ft office.

    Agent

    Suggests matching models and prices the options.

    Result

    Complete quote, first time

  2. Follow-up

    Seasonal re-quote

    Email
    Trigger

    A spring price list replaces the winter one.

    Agent

    Re-prices open quotes and sends updates.

    Result

    No quotes on old prices

Illustrative workflows, configured around your rules and integrations. Contact us

Auto & truck parts

Fleets and garages ask for many parts by vehicle, not by part number.

  1. Match

    Parts by vehicle

    VoiceEmail
    Trigger

    A fleet asks for brake parts for 12 vans.

    Agent

    Finds the right parts for the model and year.

    Result

    No wrong parts shipped

  2. Part list

    Monthly fleet order

    Email
    Trigger

    A fleet sends its monthly list.

    Agent

    Prices it at the fleet's contract rates.

    Result

    Order confirmed in an hour

Illustrative workflows, configured around your rules and integrations. Contact us

Medical supplies

Clinics and hospitals send long lists with strict contract prices.

  1. Part list

    Clinic restock

    EmailPortal
    Trigger

    A clinic sends its monthly supply list.

    Agent

    Matches items and applies the contract price.

    Result

    Quote matches the contract

  2. Substitute

    Backordered gloves

    Email
    Trigger

    A requested glove size is backordered.

    Agent

    Offers the approved alternative.

    Result

    Clinic stays stocked

Illustrative workflows, configured around your rules and integrations. Contact us

Food service distribution

Restaurants want prices for weekly orders, and prices change often.

  1. Part list

    Weekly order

    WhatsAppEmail
    Trigger

    A restaurant sends next week's list.

    Agent

    Prices it at today's rates and confirms delivery day.

    Result

    Order confirmed same day

  2. Follow-up

    Price change

    SMS
    Trigger

    A key item's price rises.

    Agent

    Tells regular buyers and suggests options.

    Result

    No surprises on the invoice

Illustrative workflows, configured around your rules and integrations. Contact us

Freight & logistics

Shippers want a freight rate now, and the first rate often wins.

  1. Rate

    Spot freight quote

    Email
    Trigger

    A shipper asks for a rate, Dallas to Denver.

    Agent

    Prices it from your rate rules and lanes.

    Result

    Rate sent in minutes

  2. Prepare

    Missing details

    Email
    Trigger

    A request has no weight or pickup date.

    Agent

    Asks for exactly what's missing.

    Result

    Quotable the same hour

Illustrative workflows, configured around your rules and integrations. Contact us

Home services

Homeowners want a price before booking a visit.

  1. Estimate

    Price range from photos

    Web chat
    Trigger

    A homeowner sends photos of a damaged fence.

    Agent

    Gives a price range from your price book, books a visit.

    Result

    Visit booked, not lost

  2. Follow-up

    Estimate not accepted

    SMS
    Trigger

    An estimate has sat for a week.

    Agent

    Checks in and answers questions.

    Result

    Job won

Illustrative workflows, configured around your rules and integrations. Contact us

Prices come only from your own price lists and rules. Custom work is approved by a person.

Controls and evals

Your prices. Your rules. Your engineer signs off.

Controls

  • Only your price lists Prices come from your lists, contracts and rules. Never estimated.
  • Margin floors Anything below your margin needs a manager's approval.
  • You choose what sends itself Standard quotes under a limit can go straight out. Everything else waits for a yes.
  • Full audit trail Every request, price, change and approval is logged with the quote.

Evals

  • Tested on your past requests Compared with the quotes your team actually sent, line by line.
  • Prices checked to the cent Every rule is tested against your price lists before launch.
  • Re-tested on every change A saved test set re-runs whenever prices or rules change.
  • Measured against your goals Time to quote, win rate and margin, reviewed with you weekly.

Pricing

Custom built. Priced for your requirements.

No fixed tiers. Every quote agent is built around your journeys, channels and systems, so we price it the same way: after we understand what you need.

What shapes the price

  • Number of requests a month
  • Catalog size and price rules
  • ERP and CRM
  • Channels: email, forms, phone, portals
  • Approval rules

Always included

  • Design and build with our team
  • Price rules set up and tested with you
  • Testing on your past requests before launch
  • Weekly reviews and tuning after go-live
  • Security: SOC 2 Type II, HIPAA, GDPR

Tell us what you need.

Share your journeys, channels and systems. We'll come back with a scope and a price.

Contact us

Bring 20 recent requests. We'll show you the quotes, drafted.

Share a sample of requests and the quotes you sent. We'll show the agent's drafts side by side, and how much faster they'd have gone out.

Contact us

Request a thirty-minute session.

Tell us about your workflow. We’ll reply to arrange a time; submitting this form does not book a calendar slot.

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