QUOTE-TO-CLOSE
Turn requests into approved quotes — automatically.
A specialized workflow that creates quotations from approved templates and organizational data, gets them approved, delivered, logged and followed up.
- Customer request
- Customer context
- Pricing
- Approved template
- Quotation
- Human approval
- Delivery
- CRM
- Follow-up
HOW IT WORKS
From customer request to approved quote in minutes.
Request intake
Requests arrive by email, WhatsApp or web form and open a quote workflow automatically.
Information collection
The agent collects missing details from the customer and pulls their history from the CRM.
Pricing retrieval
Prices come from your approved price lists and rules — not from model guesses.
Template & generation
The quotation is generated from approved templates with your branding and terms.
Approval gate
A human approves before anything reaches the customer. Every time.
Delivery, CRM & follow-up
Sent, stored, logged in the CRM, and followed up automatically until a response arrives.
Quote-to-Close FAQ
- Where do the prices come from?
- From your approved price lists, catalog and pricing rules configured during onboarding. Agents retrieve prices — they never invent them.
- Can a quote go out without approval?
- Only if your organization explicitly grants that action class autonomous status. The default is a human approval gate on every outgoing quotation.
Don't start with AI.
Start with the process costing you time.
We'll identify one or two high-value processes, connect KALOPS to the systems involved and measure the result over 30 days.