Solutions · SalesYour best rep still spends the afternoon on a PDF.
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.