AI Quotation & Billing Automation

Fast quotes are only good if they're profitable. The assistant works inside the rules you set, and anything outside them goes to a person first:

• Discount limits by role — e.g. reps can offer up to 10%, anything higher needs a manager's approval
• Margin floor — a quote that would fall below your minimum margin is flagged before it's sent, with the reason shown
• One-click approvals — managers approve or adjust from email, Slack, Teams or their phone, without logging into another system
• Large-deal routing — quotes above a set value automatically go to a senior approver or finance
• Locked terms — payment terms, warranties and legal wording come from approved templates and can't be edited by accident
• Full audit trail — who created, changed, approved and sent every quote, and when

The assistant never invents a price. If a product, rate or rule isn't in your data, it asks a person instead of guessing.

Billing mistakes cost more than the money — they cost trust, and sometimes penalties. Every document is built to be correct the first time:

• Taxes calculated automatically — VAT, GST or sales tax applied by product, customer and location, including exemptions and reverse charge
• Multi-currency — quote and bill in your customer's currency, with the exchange rate recorded on every document
• Sequential, tamper-proof numbering — invoice numbers can't be skipped, duplicated or edited after issue
• E-invoicing ready — as more countries move to mandatory electronic invoicing, invoices can be issued in structured formats such as Peppol and UBL alongside the PDF
• Complete audit trail — every quote, invoice, change, payment and reminder is logged and kept for as long as your records must be
• Secure by default — role-based access, encrypted data, and card payments handled by PCI-compliant payment providers, never stored on your systems