Stop losing deals to slower competitors because your sales team is bogged down in manual administrative paperwork. BizAutomation's Quote Automation and CRM CPQ suite is built to maximize sales velocity, allowing your representatives to deliver flawless, lightning-fast proposals that win business. By natively embedding Configure, Price, and Quote (CPQ) capabilities directly within the CRM, we eliminate the friction between capturing a lead and delivering an accurate price. Representatives can auto-generate highly detailed quotes directly from an active Sales Opportunity with a single click, instantly applying the correct customer-specific pricing tiers and discount rules to protect your profit margins without manual calculation.
To further accelerate your workflow, our system utilizes advanced Artificial Intelligence and Optical Character Recognition (OCR) to revolutionize how you handle inbound requests. When a customer submits an RFQ document, the AI automatically ingests and parses the file, instantly translating it into a fully populated draft quote within the CRM. By automating the data entry process and seamlessly connecting your front-office sales workflow to your backend catalog, your team spends less time typing and more time closing high-value deals. Explore our Product Configurator & CPQ Software →
Quote Automation is a workflow tool that eliminates manual data entry from the sales proposal process. In BizAutomation, reps can auto-generate accurate, professionally formatted quotes directly from an active Sales Opportunity with a single click, instantly pulling in the correct account pricing, discounts, and terms.
By utilizing AI and OCR, our CRM "reads" and digests inbound customer Request for Quotes (RFQs). The system parses the document and automatically translates it into a populated draft quote within the ERP, bypassing the need for sales reps to manually type out line items. This native tie to CRM pipeline management ensures that any updates to the quote automatically reflect in your pipeline value and forecasting dashboards in real-time.
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