In development
The quoting agent we’re building
It runs the discovery interview, then builds the quote. We’re taking names for early access now.
The short answer
What is the Quotivity Quoting Agent?
The Quoting Agent is an AI agent that conducts the discovery conversation a rep would normally have, then assembles the quote from the answers. It is in development and not generally available. Early access opens to the waitlist first.
Discovery, then a quote
A senior estimator asks the same questions in the same order every time, and that order is what makes the quote right. What we’re building walks that path itself.
Here’s the shape of it. A rep describes what the customer needs. The agent asks what it needs to know, in the order it needs to know it, and comes back with a configured quote, priced and valid and sitting on the HubSpot deal record where the rest of your quotes live.
None of that is available yet. It’s the shape of the first version, not a finished one.
What it won’t do yet
The agent will build you a correct quote. It won’t build you a better one.
It has no sense of what tends to close. It won’t tell you this deal usually goes out with the extended warranty attached, or that the customers who buy this configuration come back for the larger one in eighteen months. We haven’t built that.
So if what you want is a system that sells better than your reps do, don’t join this list. Early access means using software before it has been used much, on quotes that go to real customers, and telling us what broke. That’s the trade.
Get early access
We’ll email you when the agent is ready for its first outside users, and we’ll ask you a couple of questions about how you quote so we know who to start with.
We’ll email you about early access. Nothing else, and you can leave the list in one click.