Turn customer meeting notes into quote changes
Write the note the way you always do. With one click, the AI in Quotiflex suggests changes to the quote, updates to the deal brief and a task, each with the sentence it came from. The rules check every suggestion, and you decide what to apply.
What the video shows
- Write the meeting note in the deal journal, next to the quote.
- The AI reads the note and proposes quote changes: new lines, new quantities and product swaps, plus updates to the deal brief and a follow-up task.
- Each suggestion shows the exact sentence it came from.
- Your catalogue and pricing rules check every suggestion before anything changes.
- Accepted changes are applied exactly like a manual edit, and the brief and the task are saved with the deal.
Transcript
After every customer meeting, someone has to update the quote. In Quotiflex, your meeting notes go into the deal journal next to the quote.
Write the note the way you always do.
One click, and the AI reads it. It suggests changes to the quote, updates to the deal brief and a task. Each one shows the sentence it came from.
The rules check every suggestion.
Painted feet next to a washer are not allowed, so you reject it.
Accept the rest and apply them in one click.
The quote is updated just like a manual edit. The brief and the task are saved with the deal.
Meeting notes in. Quote changes out. You stay in control.
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