Quote preparation and sales process automation with AI
Quotes are assembled from your past offers and your price list. The system prepares the draft; your colleague reviews and sends instead of writing from scratch. The same system works as a sales assistant inside your CRM: it summarizes incoming inquiries, drafts quotes and reminds you of follow-ups. We integrate with your existing ERP and CRM systems — without ripping and replacing.
The next step is the AI opportunity assessment: from HUF 500,000 + VAT.
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In most companies, quote preparation is manual work: a colleague searches past offers, price lists, and email threads, and builds every quote from scratch. The system takes this over: it finds similar past offers for the incoming request, takes prices from the current price list, and prepares the draft. Your colleague reviews and sends.
Across our 46+ completed projects, automated processes reach a 40-45% efficiency gain, with a typical ROI of 6-12 months. In quote preparation, the time savings come from your colleague reviewing a finished draft instead of searching and copying — the assessment gives you the exact number.
A full team carries the work: a project manager, senior developers, and an AI DevOps engineer. We run the EU AI Act risk classification at the start of every project, and we have experience implementing high-risk AI systems.
How does AI quote preparation work?
A draft from your past offers
The system finds similar past quotes for the incoming request and assembles the draft from them. Every line item arrives with its source — you can see which past offer it came from.
Current prices from your price list
Prices come from the current price list. If an item's price changed since the last similar offer, the draft is already built with the new price.
Your colleague reviews and sends
No quote goes out automatically. Your colleague checks the draft, adjusts where needed, and sends it — responsibility for the quote stays with your team.
Integration with your existing systems
We add AI capabilities to your existing ERP and CRM systems — without ripping and replacing. The quote data appears where your team already works.
How does the implementation work?
- 1
AI opportunity assessment — from HUF 500,000 + VAT
We review your quoting process: where requests come in, where past offers and price lists live, which systems to connect. The output is a written plan with cost and payback estimates.
- 2
Pilot
We test the system on your own past quotes and measure the results. A small proof of concept is ready in 2-3 weeks.
- 3
Implementation and operations
Integration with your existing ERP and CRM systems, training for your team. Most projects go from kickoff to production in 6-12 weeks. Source code and models remain yours.
Why Leventech
A complete team from one source
A project manager, senior developers, and an AI DevOps engineer take the project from assessment to production.
Our team has built production systems since 2013
46+ completed projects, 96% client satisfaction. What we build, we also operate and maintain.
EU AI Act and GDPR built into development
Risk classification at project start, a go-live checklist before launch. We have experience implementing high-risk AI systems as well.
Common questions
An AI assistant or integration project is usually €15-40K. The entry point is the AI opportunity assessment: from HUF 500,000 + VAT. After the assessment you get an exact quote — no surprises.
The system assembles the draft; your colleague's time goes into review, and the searching and copying disappears. Across our 46+ completed projects, automated processes reach a 40-45% efficiency gain — the assessment gives you the exact number for your process.
No. Your colleague checks the draft, adjusts where needed, and sends it. Responsibility for the quote stays with your team.
We integrate with your existing ERP, CRM, and enterprise systems — without ripping and replacing. Inside the CRM, your salespeople can use it as an assistant: it summarizes the incoming inquiry, drafts the quote and reminds them of follow-ups. Secure APIs, robust authentication.
Past quotes and a current price list in an accessible format — during the assessment we review what exists and what is missing. No in-house IT team is required: we handle implementation, operations, and maintenance, and we train your team.
When needed, we deploy on-premise or on your private cloud, with open-source models. Your price lists and quotes never leave your environment.
Still have questions?
Start with a conversation
Tell us how a quote gets made today; we tell you what can be automated.
What would you automate in your business?
Tell us briefly about the task. We will reply by email to arrange an initial conversation.
The next step is the AI opportunity assessment: from HUF 500,000 + VAT.
What happens after you send?
In the first conversation we review the task, your existing systems and the outcome you need. Then we discuss whether a detailed assessment would help. We provide a proposal before any paid work.
Or reach us directly:
[email protected]
Monday-Friday, 9:00-17:00 CET