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E-commerce & FinancePopularSame day GDPR-ready

Quotes & Estimates AgentCollects requirements in chat, calculates subtotal, VAT and discounts, and sends formal quotes by email.

The Quotes Agent guides prospects through the services they need, instantly generates a transparent estimate with tax calculation and, on request, sends a formal proposal by email with a summary attached.

For SMBs, tradespeople, workshops and agenciesBuilt for GDPR-aware business workflows

—

Structured quote

subtotal + VAT

1-click

Email send

Resend

—

Discounts

custom

—

PDF attached

line items

Try in chat Talk to us
Works withResendStripeGmailSlackGoogle Docs

Recommended skills for this agent

Skills are procedures the agent loads only when the request matches. Every skill still stays within the permissions of the connected integrations.

0 active skills

Connect these apps to get the most out of the skill. The skill stays installed and keeps working in reduced mode.

Quotes & Finance

Recommended4

Generate quotes and manage accounting

Quotes & Estimates generates professional quotes

See details .zip

Missing integrations

Connect these apps to get the most out of the skill. The skill stays installed and keeps working in reduced mode.

GmailGmailGmail sends quotes and remindersConnect in 2 minutes
Google SheetsGoogle SheetsSheets keeps the tax deadline calendarConnect in 2 minutes

  • Quote Calculation

    Medium

    Gathers requirements and computes the quote with taxable amount, 22% VAT, and discounts. Use when the customer asks for a quote.

  • Document Generation

    Medium

    Generates the formal document (Word/PDF) from the company template. Use after quote calculation.

  • Reconciliation

    High

    Reconciles income and expenses by matching invoices against bank movements. Use at month end or on balancing request.

  • Tax Deadline Calendar

    High

    Manages tax deadlines and prepares reminders. Use for periodic deadline monitoring.

Documents & Office

Recommended6

Manage documents and office

Quotes & Estimates generates formal documents

See details .zip

Missing integrations

Connect these apps to get the most out of the skill. The skill stays installed and keeps working in reduced mode.

Microsoft WordMicrosoft WordWord for document creationConnect in 2 minutes

  • PDF Summary

    Low

    Reads and summarizes a PDF document extracting key points. Use for contracts, invoices, manuals, and long reports.

  • Data Extraction

    Low

    Extracts structured data from documents (tables, dates, amounts). Use to populate spreadsheets or reports.

  • Document Q&A

    Low

    Answers questions about document content with quotes. Use when the user asks about an uploaded document.

  • Document Creation

    Medium

    Creates and edits Word, Excel, and PowerPoint documents. Use when a new document is needed or an existing one updated.

  • Version Comparison

    Low

    Compares two document versions and lists differences. Use for contract revisions or drafts.

  • Save to Google Docs

    Medium

    Creates a Google Doc from title and Markdown, appends content and tables. Use to save chat deliverables to Docs.

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