Built for Product Sellers
If your team is drowning in pricing requests and juggling spreadsheets, pricing books, and catalogues to get a quote out the door, this is built for you.
How AI Transforms Your Estimating
Win net new quotes by quoting faster ($500K for $10M turnover business)
RFQ to quote delivered faster, enabling more bids and more wins
AI trained on proprietary manufacturing data — industry-leading prediction accuracy
End-to-End Automation
From Enquiry to Work Order — Automatically
An RFQ hits your inbox. Minutes later it's priced, quoted and neatly packaged — without any human intervention.
Monitors your inbox around the clock, picks up incoming leads, and automatically extracts product specs, BoM, and parts lists. No manual re-entry, no missed details.
Handles your full pricing ruleset automatically — no matter how complex the build. Quote from directly within your CRM, and generates a branded PDF and reply email, ready to send.
Choose to review every quote before it goes out, or send automatically.
Sends the quote, follows up with the customer, and tracks quote status in real time. Customers sign off digitally without needing to print.
Accepted quotes flow directly into your CRM and ERP, triggering next steps automatically and updating records.
Automated Order Processing
- Extracts job specifications from customer emails automatically
- Routes enquiries to the right estimator or sales rep based on complexity and customer
- Tracks every enquiry from initial contact through to signed order
Pipeline Management That Never Sleeps
- Automatic follow-up reminders for stalled quotes and enquiries
- Sends quote confirmations and delivery tracking to customers automatically
- Flags at-risk deals so sales can intervene before they slip away
Behind the Quote
How AI Pricing Logic Works
Every line item on the quote is calculated using real-time data from your systems. Here's what happens behind the scenes.
QUOTE — QT-2024-0847
Pacific Steel Supplies, Welshpool WA
Date: 25 March 2026
Valid Until: 8 April 2026
To: Brett, Procurement Manager — Callahan Mining
Item 1
Mild Steel Plate, 20mm, 2400 x 1200, Grade 250
Qty: 50 sheets · Unit Price: $410.00
$20,500.00
Item 2
100NB 90° Elbow, Carbon Steel, Schedule 40, Long Radius, Butt Weld
Qty: 60 units · Unit Price: $43.50
$2,610.00
Item 3
100NB 90° Elbow, Stainless Steel 316, Schedule 40, Long Radius, Butt Weld
Qty: 60 units · Unit Price: $112.00
$6,720.00
Item 4
100NB 45° Elbow, Carbon Steel, Schedule 80, Long Radius, Butt Weld
Qty: 60 units · Unit Price: $58.00
$3,480.00
Advanced Pricing, Built In
- Supports retail, wholesale, dealer/partner, quantity-based, and promotional pricing tiers
- Tracks which pricing strategies win with different customer segments
Lead Time Pricing
Not every customer needs their job tomorrow — but some do, and that urgency has a real cost. Your quotes reflect your actual production schedule, so rush jobs get priced to cover the overtime and disruption they cause. Customers who can wait get fitted into available capacity at a lower margin. Same product, different price, based on what that delivery date actually costs you to hit.
- Smart Shop Floor simulates the job in your master schedule, considering your current workload and resources
- Every customer gets what they actually value — the lowest price, the fastest delivery, or the reliability of a long-term account
Stock Management
- Instant visibility on what's in stock and ready to ship
- Flags materials or parts that need replenishing, including supplier lead times so your team knows when stock will arrive
- Quotes are priced against live stock levels, so you never promise material that's already committed to another job
Protected Margins with Real Production Data
- Because Smart Shop Floor ties pricing and scheduling together, the system already knows the material, work stages, and labour required to make every product
- If you use our full automated scheduling solution, there's a feedback loop confirming actual work time, progress, and consumables that compares your quote with real costs
- When a job's actual costs are running higher than quoted, you're alerted immediately so you can take action before the margin disappears
Promotional Pricing
- Learns from your wins and losses — knows what margins close deals vs. what pricing loses them
- When a deal is stalling, AI knows when to offer an instant price incentive to push it over the line
Upsell Intelligence
- Suggests upsell opportunities based on customer history
Two Ways to Quote
Internal Quoting & Dealer Portal
Internal Quoting
Your AI Sales Agent doesn't just prepare quotes. It runs the entire price and quotation workflow, plus handles the back-and-forth with clients so your team can focus on closing more business.
Your team can access quoting through whichever interface best fits their preference and workflow:
Dealer Quoting Portal
Give your partner and dealer network the tools to quote end customers in seconds, not days. They can configure products, compare pricing variations, and generate quotes 24/7 via your website or our hosted portal, no training required.
Dealers and customers can access quoting through whichever channel suits them:
Rollout
How We Implement
Mapping Your Sales Process
We map your specific sales logic to the AI so it asks the right questions every time — ensuring your team captures complete product specifications and nothing gets missed.
We build guardrails and approvals that fit how you work, whether you run on full quoting automation or opt for human-in-the-loop estimation.
Connecting Your Systems
- Data Bridge: Smart Shop Floor connects to most major ERP and CRM systems through an API bridge, or directly with your database.
- Native: Smart Shop Floor acts as your operational backbone.
AI Training
The AI analyses your wins/losses, customer buying patterns, lead times, margins, and discount offers.
You're not buying off-the-shelf quoting software configured with rules you set manually — you're developing an AI agent that learns from your history and keeps improving as you quote together.
Multi-Channel Deployment
We activate AI across your preferred touchpoints:
- 1.Sales team uses AI directly inside your CRM, maintaining their normal workflow
- 2.Your team utilises Smart Shop Floor's management interface to handle quoting and production scheduling within a single system
- 3.Customers access self-service quoting through your website or our dedicated cloud portal
From Quote to Order
Once a customer accepts a quote, the AI instantly triggers the sales order and invoice creation in your ERP.
If you use our production scheduling and shop floor management modules, the workflow continues unbroken — Smart Shop Floor schedules the job, checks inventory availability, and notifies the shop floor when to start the build.