B2B sales operations
A conversational quote builder for the sales team
Sales reps paste a loose customer email, or describe what the customer wants in plain English, and get back a complete, structured quote. The agent is memory-backed and audit-logged, so it improves with use and leaders can see which inputs produced which quotes.
What was built
- Conversational quote agent
- Catalog and pricing resolution
- CRM and ERP integration
- Audit-logged generation
Outcomes
- Quote turnaround went from hours to minutes
- Forwarded emails and voice-note transcripts became usable quote inputs
- Sales leadership can audit and tune the agent
- Loose email or voice note
- Conversational quote agent
- Catalog and pricing lookup
- Structured quote for review
- Audit trail for leadership
- Client
- MDSi
- Delivered by
- Elegant Software Solutions
- Stack
- LLM agentsPersistent memoryDynamics 365


