AI app for sales · no coding needed
QuoteFlow Agent
The agent drafts, sends, and chases quotes autonomously, turning a missed follow-up into a booked job without manual intervention.
Made for: Sales leads at trade suppliers and B2B service firms
What it does for you
The problem
Quotes sit in inboxes, forgotten, while you chase them manually, and a single missed follow-up loses a job.
What it gives you
Drafted quotes, sent quotes, follow-up reminders, booked jobs
What you give it
Call recordingsemail threadspricing rules
How it works, step by step
- Ingest call recordings and email threads
- Generate quote with line items and pricing
- Send quote via email
- Schedule personalised follow-ups
- Detect client acceptance or rejection
- Book job into calendar and notify team
What you see on screen
- Quote inbox
- draft review
- follow-up schedule
Build it yourself with your AI system
Build this app yourself, no coding needed
Start with a quick version you can try in a few minutes. Like it? Then build the full app by copying and pasting our step-by-step instructions: everything is prepared for you.
Sign in to see how to build it yourself
Build a quick version to try, or get the full app pack for QuoteFlow Agent with the step-by-step building instructions. You don't need any technical skills: you copy, paste and answer a few questions. Both are included in the membership.
4 Have it built for you days to a few weeks
Rather not do it yourself, or want it fully tailored to your data, your way of working and your brand? Nexibeo builds QuoteFlow Agent with you.
What's in the app pack
Included in the Complete AI Training membership.
- The building instructions your AI follows, step by step
- The questions your AI will ask you about your business before it starts
- A clickable demo you can open in your browser, to see how it should work
- A detailed blueprint of the screens, the information it keeps and the checks it runs
Become a member to get the app packAlready a member? Sign in
The files, for the technically curious
- START-HERE.mdHow to build it with your own AI (read first)3 KB
- README.mdOverview and links1 KB
- questions.mdQuestions to answer before you build2 KB
- prompt-cloudflare.mdThe full build prompt, hosted on Cloudflare20 KB
- prompt-vps.mdThe same build on your own server (Docker)20 KB
- spec.jsonData model, API, AI pipeline, acceptance criteria10 KB
- demo/index.htmlThe working demo on sample data194 KB
Questions
Do I need to know how to code?
No. You copy and paste the prompts on this page into ChatGPT or Claude, and the AI does the building. When it asks you something, you answer in your own words.
What does it cost?
The quick version, the app pack and the step-by-step instructions are for members: you pay the membership price, not a price per app (see the plans). Building the full app uses your own ChatGPT or Claude subscription. Putting it online is often cheap or no cost at the start, and your AI tells you before anything costs money.
How long does it take?
The quick version: about two minutes. The real app: an afternoon for a first version you can use, longer if you want every feature.
Can I change it to fit my business?
Yes. Tell your AI what to change in plain words, like “add a column for the price” or “use our logo and colours”. Or have Nexibeo build and customise it for you.
More detailsHow the AI works, safeguards and what to build first
For sales leads at trade suppliers and B2B service firms, turn call recordings and email threads into drafted quotes, scheduled follow-ups, and booked jobs. Address the recurring problem: quotes sit in inboxes, forgotten, while you chase them manually, and a single missed follow-up loses a job. The value hypothesis is a shorter enquiry-to-booking cycle with fewer dropped quotes; the pilot must establish whether that benefit is real.
Forward call recording or email thread, generate draft quote, review and edit draft, approve for sending, send quote, schedule follow-ups, and book job on acceptance. Start with call recordings and email threads and finish with booked jobs and team notifications.
How the AI works
Use language models to transcribe calls and extract quote details, and to draft line items and cover notes. Keep pricing and terms in structured fields. Validate against pricing rules through deterministic checks. A human reviews the first draft and sets pricing rules before anything is used.
Safeguards
Limits on who can approve quotes, permissions for editing pricing, audit log of all actions, and a safety check that the agent never sends a quote without human approval. It must not alter pricing outside approved rules or send follow-ups after a client has declined.
What to build first
One buyer type, one use case (quote drafting from email threads), first two modules (draft generation and follow-up scheduling), manual review of every draft before sending.
What it can connect to
Starts with email (Gmail, Outlook), then CRM (Salesforce, HubSpot), calendar (Google, Outlook), and invoicing tools (QuickBooks, Xero).
The screens in detail
Use a central dashboard for incoming quotes, a draft editor with line items and pricing, and a timeline view for follow-ups. Let users approve or edit drafts before sending. Display sent, pending, and booked states. Provide a client-facing link for acceptance. In this product, the first view is quote inbox, followed by draft review and follow-up schedule.
