Enterprise AI that does the work: one named job, governed from the first run.Map your first AI teammate
Solutions · Sales

Your best rep still spends the afternoon on a PDF.
That ends now.

Quotes, follow-ups, the margin check before it leaves. An AI employee drafts them. You approve what the customer sees.

3hrs
Still sitting on one quote
40%
Follow-ups that never leave the queue
2%
Quotes that slip under cost
15min
What review should take
The real cost

You know these days too well.

Today
  • RFQ in. The rep opens ERP, pulls cost, checks stock, formats the PDF. Three hours gone
  • Proposal out Tuesday. Follow-up planned for Thursday. Buried by the next RFQ
  • A rep gives fifteen percent off. Cost says margin is two. You see it at month-end
  • Senior rep is out. The new hire has no playbook, no price logic, no customer file
->
With PromptRails
  • The quote is a draft in minutes. The rep reviews and sends
  • Day 3, 7, 14 — the follow-up is written. The rep approves each one
  • Every quote is checked against the cost sheet before it leaves
  • Price rules, customer terms, freight — already on the job
On your desk

Quotes, follow-ups, the margin check.

An AI employee drafts the quote, the chase, the flag when margin is thin. Nothing reaches a customer until you or the rep says so.

Quote drafting

RFQ in, draft quote out - same hour

The request lands in email. An AI employee pulls price from ERP, checks stock, runs margin, and drafts the quote in your template.

  • Three hours down to fifteen minutes of review
  • That customer’s price rules already applied
  • Nothing sends without the rep
Quote drafting
Price check (SAP) done
Stock verified done
Margin: 18.4% pass
PDF generated done
Waiting for approval review
Follow-up sequences

No proposal sits without a next step

Every sent quote gets a follow-up at day 3, 7, and 14. Each message is written from that proposal, not a generic line.

  • The rep approves each message
  • A customer reply pauses the sequence
  • Overdue follow-ups sit on your board
Follow-up sequences
Day 3: Check-in email sent
Day 7: Call reminder today
Day 14: Final nudge scheduled
Margin guard

Every quote checked against the cost sheet

Before a quote goes to the rep, an AI employee checks each line against current cost. Below minimum margin, or past discount authority — flagged for you.

  • You see the flag before the quote leaves
  • Minimum margin is on the job, not in a spreadsheet nobody opens
  • No more month-end surprises on a thin deal
Margin guard
Line 1: Steel plate 8mm 22.1%
Line 2: CNC machining 19.7%
Line 3: Assembly labor 1.8% down
Discount: 15% (limit: 10%) flag
How it lands

One named job. Then it runs.

1
Sit
We walk the job as it actually runs on your team.
2
Connect
We connect the systems your people already use.
3
Draft
An AI employee does the work. You review every output.
4
Measure
Time back, queue length, what waited on you.
5
Add
If the first job holds, add the next one.

Your reps should be on the phone, not in a PDF.

Pick the quote, the follow-up, or the thin margin. We sit with how it actually runs.