By industry · B2B & trading
An enquiry lands.The quote is already drafted.
The enquiry, your price list and the deal history go in. The AI applies your discount rules, fills your own quotation template, and drafts the reply email. You edit it, then you send it.
Below is a quote being drafted. Keep scrolling.
It opens on sales' own work
Not an empty prompt box. Staff see sales: quotes, enquiry follow-up, order paperwork. Pick one and it starts.
Give it the enquiry and the price list
The enquiry, your current price list, past deals — drag them in, or point it at the client folder you already keep.
What discount goes out is your call
The AI doesn't set your price. It lays out the options, you choose, then it writes the quote.
A quote in your own template
Download it — the quote log is updated and the reply to the client is drafted.
What would you like to do?
Sales
Draft a quote
All 18 items matched to your price list. Four have gone out at 8% to this client for two years, and two are out of stock.
Discounts and the out-of-stock lines — how should they go?
Waiting on youPick more than one if you like
What it did
- 18 items matched to your price list
- Discounts applied by tier and deal history
- Freight and payment terms filled from your template
Your file
Also written to
It connects to what a trading office already runs
- Outlook
- Microsoft 365
- Excel
- QuickBooks
- Xero
- Gmail
- Google Calendar
- Google Drive
- Google Sheets
- Notion
- Airtable
- Shopify
- Stripe
- Zoom
- Dropbox
Excel, Outlook, Microsoft 365, Google Workspace and Dropbox all connect, and any ERP or order system that can export a file.
A day faster on the quote is a better chance of the order.
An enquiry arrives and someone has to match the price list, check stock, dig out what this client paid last time, work out freight and pour it all into the template. Done properly it takes a day; done fast it goes wrong. Both cost you the order.
The rules are clear: price from the list, discount from the tier, format from the template. Rules can be written down; special pricing and exceptions should stay with a person.
So we write the rules as an Action, and turn the exception into a question.
Built already
The six Actions a trading team uses most.
Each one is written against your own price list, discount rules and templates. Start with one, add more once it sticks.
Draft a quote
Enquiry matched to your price list, discounts applied by tier and deal history, laid out in your own template.
Enquiry triage
Incoming enquiries sorted by product and client, urgent first, anything gone quiet listed separately.
Supplier comparison
Several quotes for one spec laid flat — price gaps, lead times and payment terms in one view.
Order confirmation
A proforma invoice once the order lands, with the payment terms and dates you agreed.
Shipping and customs
Packing lists, invoices and origin papers per destination, with anything missing listed.
Follow-up emails
Drafted by last contact date, in three levels of firmness. You edit, then you send.
Labour cost saved
What does a year of this cost a sales desk?
Starting from two people on HKD 25,000 a month saving two hours a day. Change the numbers to yours.
Staff cost saved per year
HKD150,000
About HKD 12,500
- Hours back per year
- 1,056 hours
- Worth about
- 3.0 months of salary
An estimate, not a quote. What you actually save depends on the process itself.
Based on an 8-hour day and 22 working days a month. Base salary only — MPF and other employer costs are not counted, so the real figure is usually higher than this.
Hong Kong reference: the Census and Statistics Department's 2025 Annual Earnings and Hours Survey puts the median monthly wage at HK$21,200, and HK$31,500 for employees with post-secondary qualifications.
Who it fits
- Import-export and B2B suppliers of 3 to 50 people
- Ten or more quotes going out a week
- Price lists and discount rules living in Excel and in people's heads
- The same team quoting, ordering and preparing shipping papers
Pricing
HKD 6,000and up
Depends on how many Actions, which integrations and how many people. We scope it properly before quoting.
Questions
Could a quote go to a client on its own?
No. You get a draft quote and a draft email. A person always presses send.
Our discount rules are complicated.
All the more reason to write them down. However you decide them, the Action applies them — and when they change, we change the Action instead of relying on someone's memory.
Is our client list safe?
One client, one deployment, one database. The data stays in your own instance, is never shared with other companies, and is never used for training.
Can we start with just quoting?
Yes, and we recommend it. One Action people genuinely use every day beats ten nobody opens.
Next
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