Price
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Total Revenue
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Question Answer Rate
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Trying to engage all your leads and provide accurate cost estimates shouldnât require you to work overtime. ("Who needs friends when you have prospects? âŠha ha.â)
You donât have the capacity to qualify every lead and generate thoughtful quotes or proposals all week long.
What if there was a way to chat with leads right away and collect the information needed to instantly generate tailormade quotes or proposals?
Get ready for QuoteRules.
TLDR;
- Build a smart AI chatbot that interviews leads to generate custom quotes and proposals
- Integrate with Zapier to access workflow tools like Salesforce and Twilio
At a Glance
Best for
- Consultants
- Sales managers
Integrations
- Google Sheets
- Slack
- Webhooks
- Zapier
Detailed Description
QuoteRules is an AI chatbot that generates custom quotes and proposals based on one-on-one conversations with prospects.
QuoteRules helps you create a chatbot that qualifies leads and generates tailormade quotes or proposals by interviewing your prospects.
Edit question-and-answer templates and style your chatbot before integrating it into your website, mobile app, or landing page.
With the cost estimation tool, you'll be able to price out individual tasks, set an hourly rate, and calculate overall project costs.
Plus, you can easily access your live projects, as well as your test projects, right from the main dashboard.
Open any of your projects right from the main dashboard.
While your chatbot is hard at work, you can download a list of all your leads, quote requests, and cost estimates as a CSV.
Access transcripts of past conversations with leads, so you have all the information you need to figure out the best outreach approach.
QuoteRules also offers live chat handover, so customers can connect to a live support agent if they need any further assistance.
You can even keep everything organized with notes and labels, which is super important while your leads list just keeps on growing.
QuoteRules makes it easy to collect quotes requests and cost estimates from new leads.
With QuoteRules, you can view, edit, and share your proposals from a convenient dashboard.
Personalize proposals with your company logo and signature before you share them with prospects.
Itâs also a breeze to share this informationâjust print your proposals and download them as a CSV or PDF.
Youâre able to personalize your proposal with a company logo and signature.
You can integrate the chatbot into your website, mobile app, or landing page without breaking a sweat.
The Zapier integration also lets you connect QuoteRules with apps like Salesforce, Zendesk, and Google Sheets. Plus, you can get notified via email or Slack.
That way, youâre able to automatically update databases when you get new leads and keep team members on the same page.
Best of all, your lead data is always secured with data encryption and password prompts.
Integrate QuoteRules with Zapier to access tools like Slack, Gmail, and Twilio.
You need to put in the hours to grow your business, but manually generating quotes doesnât feel productive. ("Could we factor me having to do math into the final cost?")
QuoteRules helps you connect with more qualified leads and generate custom quotes or proposals in record time.
Let an AI assistant take the lead.
Get lifetime access to QuoteRules today!