QuoteAI · Agentic

Quoting on Autopilot.

QuoteAI ingests any vendor or distributor quote and delivers a margin-optimized customer quote in less than 5 minutes.

QuoteAI demo — AI agent building a multi-vendor quote for an IT reseller, showing automated pricing ingestion and margin optimization

You're Spending More Time Assembling Quotes Than Talking to Customers

The average IT reseller spends 6+ hours per rep per week manually converting vendor quotes into customer quotes.

A vendor or distributor quote hits your rep's inbox. Then they download the PDF, open a spreadsheet, and start copying and pasting — line items, part numbers, pricing, sometimes one field at a time. Then they build formulas, apply markup, format the output, save to PDF, and figure out where in their CRM or company directory to save it.

That's not selling. That's data entry.

Every minute your reps spend converting vendor quotes into customer quotes is a minute they're not closing deals, responding to customers, or protecting margin.

How it works

Import

Upload or drag and drop a vendor quote into the interface — or hook it into your email. QuoteAI ingests in seconds.

Price

Apply your pricing rules and update the quote in bulk or through our agent. Validate against contract pricing, keep an eye on rebates, and kick off deal registration so you don't miss added incentives.

Deliver

Generate a professional branded quote. One click to send. Your customer sees a polished proposal — not a spreadsheet.

Capabilities

Multi-vendor quotes in seconds — products from any vendor or distributor, combined in one quote

Contract pricing enforcement — GSA, SEWP, custom contracts validated automatically

Margin guardrails — flag quotes below minimum GP% before they go out

Bulk pricing updates — update pricing or categories across hundreds of line items in a few clicks

Document builder generates quotes, purchase orders, and invoices

Branded output — professional quote that reflects your brand, not a vendor template

The AI gets smarter based on your feedback.

Every correction you make trains QuoteAI on your pricing rules, preferred margins, and customer preferences — so it gets faster and more accurate over time.

Part of the ResellerOS Platform

QuoteAI is just the beginning. Automate your business from quote to cash.

QuoteAI plugs into OrdersAI, DealRegAI, AccountGrowthAI, and ROSConnect — so the quote you generate today automatically flows into order management, deal registration, and your CRM. Intelligence + Workflow + Systems Integration in one platform.

See how they work together