Products and distribution
Quote SKUs, variants, packs, quantities, customer price books, delivery areas, stock-dependent lead times, schemes, and taxes.
- Manufacturing
- Wholesale and distribution
- Equipment and parts
Boni Quotations
Send the quotation while the buyer is still ready to buy.
Boni Quotations turns complete enquiries into ready-to-review quotations in seconds using your catalog, pricing, tax, terms, approvals, and sales process.
For: MSMEs, manufacturers, distributors, service businesses, agencies, contractors, rental operators, and enterprise sales teams with slow or inconsistent quotation workflows.
- 01Map how you quote today↓
- 02Build the Quote Playbook↓
- 03Connect the source records↓
- 04Let AI complete the enquiry
Shared context · Clear responsibility · Review where it matters
- Understand the enquiry
- Use the buyer conversation, customer context, product or service requested, quantity, location, timing, and every detail your process requires.
- Ask what is missing
- The AI follows the Quote Playbook for that request and asks the smallest useful set of questions before it prices anything.
- Prepare the quotation
- Apply your catalog, price book, taxes, terms, discount limits and template to a quotation ready for review.
How it works
Teach the process once. Stop rebuilding every quotation from scratch.
Boni fits around the way your business already sells. Capture the decisions your team makes in a Quote Playbook, then connect it to the buyer conversation and your accounting records.
- 01
Map how you quote today
Walk through real enquiries, spreadsheets, catalogs, rate cards, old quotations, approval habits, exclusions, and the judgement calls that slow the team down.
- 02
Build the Quote Playbook
Document the required questions, product and service families, pricing logic, taxes, terms, discount authority, exception rules, and who owns each decision.
- 03
Connect the source records
Connect your catalogs, price books, CRM, inventory, tax rules, company knowledge and document templates.
- 04
Let AI complete the enquiry
When a request arrives, the AI identifies the quote type, extracts the facts already provided, and asks only the relevant missing questions.
- 05
Create the draft in seconds
Once the required facts are complete, Boni calculates the quotation and saves a draft with its revision history in Boni Accounting.
- 06
Review, deliver, and follow through
The right person reviews exceptions or discounts, sends through the approved channel, and keeps delivery, replies, revisions, follow-up, and CRM stage connected.
Product scope
What the product covers.
AI intake from enquiries captured in Bow Chat, email, forms, voice workflows, CRM, Bino, or an approved integration.
A Quote Playbook for each product, service, project, rental, or commercial family your business sells.
Relevant follow-up questions based on what the buyer has already said and what the selected quote type still requires.
Approved catalogs, variants, bundles, price books, quantity tiers, formulas, service areas, travel charges, and lead-time rules.
Tax treatment, place of supply, validity, inclusions, exclusions, payment terms, and reusable commercial clauses.
Human approval for configured discounts, high-value requests, unusual terms, missing source data, and other exceptions.
Accurate line-item and tax calculations, revision history, supporting records and a named reviewer.
CRM opportunity and customer context, task routing, delivery evidence, replies, revisions, and quotation follow-up.
Templates and output designed around the business identity and the information its customers actually need.
Operating areas
Built for the quotation work that varies by business.
Services and projects
Turn scope, location, effort, milestones, materials, dependencies, exclusions, and payment schedules into a consistent commercial draft.
- Agencies and professional services
- Construction and interiors
- IT, maintenance, and AMC work
Events, travel, and rentals
Handle dates, capacity, duration, venue or route, equipment, staffing, add-ons, deposits, cancellation terms, and availability checks.
- Events and catering
- Travel and logistics
- Equipment, vehicle, and space rental
AI inside the operation
AI prepares the work. Your team controls the decision.
Requirement understanding
Extract products, services, quantities, dates, locations, constraints, and buyer intent from a messy message or conversation.
Keep the original enquiry and supporting records alongside the quotation.
Question selection
Choose the next question from the business-approved Quote Playbook and avoid asking for facts the buyer already supplied.
Collect the details your pricing and delivery process needs.
Draft preparation
Prepare the line items, taxes, explanation, inclusions, exclusions and terms.
Use your approved price books and calculation rules.
Exception and approval routing
Detect missing prices, unusual discounts, non-standard terms, conflicting information, or requests outside the configured service area.
Route exceptions to the right reviewer before the quotation goes out.
Follow-up assistance
Keep the quotation, buyer reply, requested revision, next action, and commercial stage connected to the same customer record.
Follow up through your connected channels with the review controls you choose.
Implementation paths
Choose the setup that fits your team.
One quote family
Start with the product, service, or project type that loses the most time or enquiries today and make that path reliable first.
Sales-team rollout
Connect multiple quote families, customer price books, branches, approval limits, CRM stages, and shared templates for one commercial team.
Conversation-led quoting
Add the configured quote flow to Bow Chat, email, a form, voice intake, Bino, or another channel where enquiries already arrive.
Built around your business operations.
Connect the right people, records and systems around your workflow, with clear ownership and the controls your team needs.
No invented prices
Prices come from your catalogs, rates and formulas. Missing details go back to the buyer or the right person on your team.
Ready-to-review is not automatically sent
A complete draft can be prepared in seconds. Delivery happens only through the approval and channel policy configured for that quote type.
Complexity becomes a playbook
Branches, products, territories, taxes, exceptions, discount limits, and specialist judgement are documented explicitly instead of hidden inside one employee's memory.
One commercial record
Connect the quotation in Boni Accounting with the customer and opportunity in CRM, follow-up work in Tasks and the buyer conversation in Bow Chat.
Connected products
Use it alone, or connect the next part of the operation.
Bow Chat
Capture buyer messages, email, calls, forms, assignment, replies, and delivery evidence where the sales conversation already happens.
Explore Bow ChatBoni Accounting
Keep calculated, organization-specific quotation drafts, versions, tax context, and later invoice or payment work in the accounting record.
See the operating layerBoni AI Agents
Put AI to work on enquiry details, quotation drafts and follow-ups, with review and approvals built into the process.
Explore AI AgentsProduct guide
See what to prepare, how a Quote Playbook works, the daily workflow, statuses, controls, and rollout checklist.
Open Docs.boni.oneLaunch announcement
Read how process-aware quotations connect to the wider sales workflow.
Read the newsroom releaseQuestions
Common questions
How can Boni prepare a quotation in seconds if our process is complicated?
Boni first turns your current quotation process into a Quote Playbook: the products or services you sell, questions required for each quote type, price books and formulas, taxes, terms, exceptions, approval limits, and document format. Once the required facts are present, the AI can assemble the ready-to-review quotation immediately instead of rebuilding the logic for every enquiry.
What happens when the customer has not shared enough information?
The AI asks only for the missing details required by the relevant Quote Playbook. It can keep the enquiry in a needs-details state, explain what is missing, and route unusual cases to the right person rather than invent a price or promise.
Does the AI send quotations without approval?
Only if your approved policy explicitly allows a bounded quote type to be sent automatically. The normal rollout creates a ready-to-review draft first. Discounts, exceptions, unusual terms, high values, and other configured cases stay behind human approval.
Can it work with WhatsApp, email, forms, calls, or our CRM?
Yes. Boni Quotations can use enquiries captured through Bow Chat, forms, voice workflows, CRM, Bino, or an approved integration. The first rollout connects the channels and systems that already carry the buyer conversation instead of forcing a second intake process.
Is Boni Quotations only for small businesses?
No. It is useful for an MSME that needs one reliable way to quote and for a larger company with branches, price books, approval limits, tax rules, product variants, and multiple teams. The same product starts with one bounded quote family and expands after the rules and outcomes are verified.
See it working for your business