Quotation automation
Quotations in minutes, not days.
Enquiries from email, WhatsApp and phone become accurate draft quotations from your price list and costing rules. Sales checks and sends.
What is quotation automation?
Quotation automation turns customer enquiries into ready-to-send quotations without manual data entry. Software reads the enquiry from email, WhatsApp or a PDF, applies your price list and costing rules, and drafts the quotation in your format for a salesperson to approve.
Updated 3 October 2026 by Ayush Patel, founder of Alyanka
You will recognise this.
If two or more of these are true in your company, this is usually worth automating first.
- Every quote is built by hand in Excel from the last similar one.
- Only one or two people know the costing, so quotes wait when they are busy.
- Prices, GST or specifications go out wrong and have to be revised.
- Enquiries are lost in inboxes and WhatsApp chats before anyone quotes.
How it works.
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1
Read the enquiry
Product, specification, quantity, delivery and customer are pulled from the email, PDF or WhatsApp message.
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2
Apply your costing
Your price list, raw material rates, discounts and GST rules produce the numbers.
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3
Draft the quotation
A quotation in your letterhead and format, logged against the customer in the CRM.
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4
Sales approves
The salesperson reviews, adjusts if needed and sends. Follow-ups are scheduled automatically.
Questions about quotation automation.
How long does it take to automate quotations?
A first quotation automation usually goes live as a pilot within a few weeks, depending on how standard your products are and where your price list lives. Alyanka scopes the timeline in a free audit before any work starts.
Can quotation automation work with Tally and Excel?
Yes. The automation reads price lists and customer data from Excel or Tally and can post confirmed orders back, so you do not have to replace the systems your team already uses.
Will the AI send quotations to customers on its own?
No. Alyanka sets up quotation automation so a salesperson reviews and approves every quotation before it is sent. The automation prepares the draft; people keep control of pricing.
Which manufacturers benefit most from quotation automation?
Manufacturers who quote engineered-to-order or specification-heavy products benefit most, such as cables, transformers, electrical panels, pumps, valves, process equipment and pre-engineered buildings.
Prove it on one workflow first.
The free audit measures how this works in your company today. If the numbers make sense, a fixed-price pilot proves it before anything bigger.
Pilot terms
How the first automation is priced and judged.
- Fixed price, agreed in writing. Scope, timeline and cost are fixed before work starts. No hourly billing.
- One agreed success metric. For example hours per report, errors per month, or response time, measured before and after.
- You own it. Code, workflows, accounts and data are yours, documented and handed over.
Book your free AI automation audit.
30 minutes with the founder, on a call or at your plant in Gujarat. You get a written plan with what to automate first and what it would save.
Prefer to book directly?
Message or call and we will fix a 30-minute slot that suits you, usually within two working days.
Request your audit
Name and phone are required.