Your best rep spends half the day making PDFs.
Quoting, chasing, margin-checking, CRM updating. Your sales team does the same steps dozens of times a week. PromptRails gives them an AI teammate that handles the repetition - your people approve every output before it reaches a customer.
You know these days too well.
- RFQ arrives, rep opens ERP, pulls cost, checks stock, formats PDF - 3 hours gone
- Proposal sent Tuesday, follow-up planned for Thursday, buried by new RFQs
- Rep gives 15% discount; cost sheet says margin is 2%. Nobody checks until month-end
- Senior rep on vacation - new hire has no playbook, no pricing logic, no context
- AI teammate drafts the quote in minutes - rep reviews and sends in 15 min
- Follow-up sequence runs automatically at day 3, 7, 14 - rep approves each one
- Every quote cross-checked against cost sheet before it leaves the building
- Pricing logic, customer rules, and freight policies encoded in the workflow
Not a chatbot. A working colleague.
Every workflow is triggered by a real event, pulls real data, prepares real output, and waits for your approval.
RFQ in, draft quote out - same hour
Request arrives by email. AI teammate pulls pricing from ERP, checks stock, calculates margin, and drafts the quote in your template.
- 3 hours down to 15 minutes of review
- Customer-specific pricing rules applied automatically
- Nothing sends without your rep's approval
No proposal sits without a next step
Every sent quote gets a follow-up sequence at day 3, 7, and 14. Each message is drafted from the actual proposal details, not a generic template.
- Rep approves each message before it sends
- Sequence pauses if customer replies
- Overdue follow-ups flagged on the board
Every quote checked against the cost sheet
Before any quote goes to approval, the AI teammate cross-references line items against current costs. Anything below minimum margin or beyond discount authority is flagged.
- Sales manager sees the flag before the quote leaves
- Minimum margin rules enforced automatically
- No more month-end margin surprises
Live in about two weeks.
Your team should be selling, not formatting.
Pick the sales workflow that burns the most time and see how it runs with approval built in.