Instant Spot Quotation
Client asks for a price on WhatsApp. Tell the agent and it generates a professional quotation PDF in seconds.
Conversation Example
Quick quote for Ahmed at CloudScale: 3 months of Pro plan ($99/mo), 5 hours custom setup ($150/hr), and 10% volume discount.
Generating quotation...
Quotation Ready! QUOT-2026-0034 To: Ahmed Al-Rashid, CloudScale Line Items: - Pro Plan: 3 months × $99 = $297.00 - Custom Setup: 5 hrs × $150 = $750.00 - Subtotal: $1,047.00 - Volume Discount (10%): -$104.70 - Total: $942.30 Valid until: April 21, 2026 (14 days) PDF: https://agent.example.com/files/QUOT-2026-0034.pdf Shall I send it directly to Ahmed on WhatsApp or email?
Send to his WhatsApp
Sent quotation to Ahmed (+971-50-xxx-xxxx) with message: "Hi Ahmed, here's the quotation we discussed. Let me know if you'd like to proceed!" I'll remind you in 3 days if he hasn't responded.
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