Description

Smart Data Input Gathers key user information through dynamic forms or chatbot interaction Uses natural language understanding (NLU) for free-text inputs Auto-detects needs based on user behavior and selections Real-Time Pricing Engine Instantly calculates complex pricing models Supports tiered pricing, volume discounts, custom packages Updates pricing as users tweak their inputs Custom Quote Documents Automatically generates branded PDF/HTML quotes Includes product/service details, breakdowns, and terms Sends quotes via email or live download on submission CRM + Workflow Integration Automatically sends quotes to your CRM (HubSpot, Salesforce, etc.) Triggers workflows like follow-ups, reminders, or proposal reviews