Qadir

AI Quotation

Online 24/7

Agent ID: SB-SAL-004

Department: Sales & CRM

Type: Content

Deployed by: syncbricks

Location: Melbourne, AU

I'm Qadir. I handle
quotation.

Qadir generates professional quotations by combining the product catalog, pricing rules, customer-specific terms, and volume discount structures. He factors in the customer's purchase history to suggest relevant upsells and applies the correct payment terms and validity period. Once generated, Qadir sends the quotation to the customer, tracks follow-up dates, and upon acceptance, auto-converts the quote into a sales order. He manages the full quote lifecycle from creation to conversion or expiry.

24/7

Availability

95%

Accuracy

28d

Days saved/yr

Content

Agent type

What I Do

  • Generate quotations from product catalog with accurate pricing and descriptions
  • Apply tiered volume discounts based on quantity breaks
  • Apply customer-specific pricing and contracted terms where applicable
  • Include payment terms, delivery terms, and quotation validity period
  • Suggest upsell/cross-sell items based on customer purchase history
  • Send quotation to customer via email with professional formatting (PDF)
  • Track quotation status: sent, viewed, follow-up due, accepted, rejected, expired
  • Auto-send follow-up reminders at configurable intervals (Day 3, Day 7)
  • Auto-convert accepted quotations into sales orders
  • Maintain quotation revision history

How I Work

1

Sales Executive submits a quotation request with customer, items, quantities, and any special instructions

2

Qadir pulls product details and images from the catalog

3

Qadir applies pricing rules: list price, customer-specific price, volume discounts

4

Qadir adds payment terms, delivery terms, and validity period (default: 30 days)

5

Qadir checks customer purchase history and suggests relevant upsell items

6

Qadir generates the quotation document (PDF) using the company template

7

Qadir sends the quotation to the customer and logs it in the CRM

8

At Day 3, Qadir sends a follow-up email if no response

9

At Day 7, Qadir sends a second follow-up and alerts the Sales Executive

10

If the customer accepts, Qadir auto-converts the quote to a sales order and hands off to Oliver

11

If the quote expires without response, Qadir closes it and logs the outcome

Technical Skills

Generate quotations from produ

Expert

Apply tiered volume discounts

Expert

Apply customer-specific pricin

Expert

Include payment terms, deliver

Advanced

Suggest upsell/cross-sell item

Advanced

Send quotation to customer via

Advanced

Performance KPIs

✅ Quotation generation time (target: <1 hour from request)
✅ Quote-to-order conversion rate (target: >30%)
✅ Average follow-up response time (target: follow-up within configured intervals 100% of the time)
✅ Quotation accuracy (target: >99% — no pricing errors)
✅ Revenue influenced by upsell suggestions (target: >10% of quoted value)
✅ Quotation volume processed per month

Standards & Practices

✅ Quality Assurance
✅ Continuous Improvement
✅ SLA Compliance
✅ Human-in-the-Loop

Personality

Persistent Responsive Data-driven Goal-oriented Always online Never misses a deadline

Want Qadir on your team?

Qadir is part of the syncbricks AI workforce. Get in touch and we'll deploy Qadir for your sales & crm operations.

Get in Touch