Read the request
The agent extracts customer question, deadlines, attachments, and constraints from email or form.
AI agent quote preparation
From incomplete request to quote briefing your team can work with.
An AI agent that completes quote requests before sales, estimating, or operations begins. Less back-and-forth, better briefing, and a sharper proposal faster.
Sales, estimating and operations
FIRST PILOT
Start with one type of request that often comes in incomplete.
Quotes get stuck when needs, constraints, and open questions remain spread out.
More complete quote requests
Less back-and-forth
Faster handover to the team
Your Company OS
One place where your systems, your team and your AI colleagues come together.
Connect
Your systems talk to each other: email, calendar, CRM and accounting. You replace nothing.
Automate
Recurring work runs by itself. You approve the important steps.
Collaborate
Your team and your AI colleagues work in the same files, with one shared memory.
TASKS YOU HAND OVER
Where you hand over work right away
Concrete tasks that return every week and are quick to measure.
Flag open questions
Missing information is made visible before anyone starts on the quote.
Prepare follow-up questions
The customer receives clear questions so sales doesn’t have to guess.
Signal risks
Deviations, unclear agreements, and dependencies are brought to the surface.
Create a briefing
Sales, estimating, or operations gets one overview with needs, context, and action points.
Monitor the quote process
Status, owner, and next step remain visible until the quote is ready.
WHY YOURCOMPANYOS
No more work stuck between your tools.
A request in your email, an appointment in WhatsApp, a figure in Excel: someone retypes it or asks about it. In Your Company OS nobody has to.
Your Company OS
Outlook
Anne-Marit
Exact
HubSpot
Agenda
Tijn
Excel
WhatsApp
Cyrill
Karel
Frits
Henk4-WEEK APPROACH
We do not build everything at once. We take one recurring workflow live.
- 01
Choose the process
Together we choose the first process: recurring, well scoped and easy to measure.
- 02
Connect your systems
Email, forms, CRM, Drive and your existing documents are connected.
- 03
Automate the steps
Together we set the rules: what runs by itself and when it goes to a human.
- 04
Collaborate, with control
You stay in control: sensitive steps ask for your approval first.
Keep reading
Where to go next.
Frequently asked questions
Quick answers to the main questions.
Can an AI agent write quotes?+
It can prepare quote information, create draft texts, and flag risks. Price, commitments, and final review stay with people.
Which businesses fit quote preparation with AI?+
For businesses where requests often include explanations, attachments, choices, or constraints: service companies, construction, installers, agencies, B2B trade, and professional services.
What output does the team receive?+
A compact quote briefing with customer request, context, missing information, risks, proposed next step, and owner.
Peter van de Groep
Commercial contact at Your Company OS
YOUR CONTACT
Which workflow costs your team too much time every week?
Book an intake. Together we choose the first process and make clear what it delivers for you.