Here’s what would solve your problem

AI B2B Quotation and Follow-Up System

A quote sent should have a next step.

Give buyers useful product answers, gather the details needed to quote and keep the conversation moving. Standard quotes follow your rules. Custom requests reach your salesperson with the context attached.

Book a free strategy call See how it works

Kong Ming in a navy suit with a checklist and gold pen, beside an enquiry, quotation and decision flow. — First: a competent reply, any hour
Complete: no need for the buyer to repeat details
Chased: day 2, day 5, day 10

Fixes audit area B2 Would this help your business? Explore its potential value.

Sample data, no real customers. Sound on for the full story. This example uses a Google Sheet quotation template. If you already quote in a system such as Bukku, the flow works with that instead.

The buyer asked. The next step is still waiting.

A technical question waits for a senior colleague. The quote waits for missing details. Once it is sent, nobody is sure when to follow up or why the buyer went quiet.

The familiar problem

Product answers, quoting and follow-up sit with different people and depend on manual handovers.

What we put in place

The enquiry gathers the right details, follows your quoting rules and moves into an agreed follow-up schedule.

One WhatsApp conversation, from price question to payment.

The buyer just chats. Standard quotes are filled in, sent and followed up under your rules. Custom requests go to your salesperson with the details already collected.

Ask · CollectAsk and collectThe AI answers in the same chat and collects what the quotation needs.
Quote · SendQuote or hand over, then sendStandard quotes are worked out in your quotation system. Custom requests go to sales. The PDF and its link go to the buyer on WhatsApp.
Day 2 · Day 5 · Day 10Follow upDay 2, day 5 and day 10, each message with a purpose.
Decide · PaidDecide and get paidAccepted or Lost in your quote log, then payment reminders until paid.

Read the full approach

We organise your product information and quoting rules, collect the details needed for a quote and route custom requests to your salesperson with the context attached. Standard quotes use the rules you approve. Follow-up runs on days 2, 5 and 10. We connect the agreed price lists or customer records, test two message versions and review the quote-to-order results.

Inside each step

What the buyer and your team see.

01Chapter

One WhatsApp window, from the first question.

The buyer asks about the price on WhatsApp, at any hour. The AI answers in the same chat and collects what the quotation needs: name, company, delivery details and the items.

Your salesperson starts with the requirements already collected.

WhatsApp chat at 9:42 pm: the buyer asks for a quotation for 40 units of Sample product A; the AI asks for name and company, then for email, delivery address and whether installation is needed — Answered at 9:42 pm

See the setup behind this: One WhatsApp window, from the first question.

Can the AI answer questions about technical products?

Start with the information your team has approved.

1. Teach the AI your products

We organise your specifications, pricing and delivery terms for the AI to use in replies. We test the answers against your product information and agree what should go to your team.

Routine product questions have a defined source and response path.

What does the salesperson need to know?

Collect the facts that make a quote useful.

2. Ask the questions a sales engineer asks

The conversation gathers the company, application, quantity, timeline, location and contact role. Urgency is flagged and the requirements are available for your team to prioritise enquiries.

Your salesperson starts with the requirements already collected.

02Chapter

Standard quotes follow your rules. Custom work goes to your team.

The details land in your quotation system. Your formula works out the prices, tax and total, and a standard quote becomes a PDF with its own link. Custom requests go to your salesperson with the information gathered so far, ready for review.

It goes straight to the buyer.The AI sends the PDF and its link on WhatsApp, with the total and the valid-until date. No copy and paste. Custom quotes are sent once your salesperson has approved them.

The buyer gets the quotation while the interest is still there.

Shown here in a Google Sheet template. If you already quote in a system such as Bukku, we work with that instead.

You control what can be quoted automatically and what requires approval.

Quotation template: Sample Buyer from Sample Co., quote Q2026-001 valid until 3 Nov 2026, 40 units of Sample product A at RM 1,200 and installation RM 300, subtotal RM 48,300, SST 8% RM 3,864, grand total RM 52,164 — Price, tax and total worked out

Custom request handed to the sales team: 40 units, custom finish, needed by 15 Nov, with company, contact, delivery address and the chat so far attached so sales can review the price, then send

WhatsApp: the AI sends quotation Q2026-001, total RM 52,164, valid until 3 Nov 2026, with a link to view or download; the buyer replies Thank you, received — Sent at 9:51 pm

See the setup behind this: Standard quotes follow your rules. Custom work goes to your team.

Who issues the quote?

Standard requests follow your rules. Custom work goes to your team.

3. Quote and hand over with context

Standard items can be quoted in chat under the rules you approve. Custom requests are passed to your representative with the information gathered so far, ready for review.

You control what can be quoted automatically and what requires approval.

03Chapter

Follow-up starts by itself, each message with a reason.

The day 2 check confirms receipt, day 5 adds useful information and day 10 asks about the decision. A reply continues the conversation, and anything that needs a person goes to your team.

Record the decision, then see it through to payment.Each quote is marked Accepted or Lost in your quote log, and rejection reasons are recorded. When a quote is accepted, the buyer gets the invoice and payment reminders until it is marked paid. Won accounts move into the agreed order updates, reorder triggers and renewals. Reports show pending quote age, win-loss patterns and unmet demand.

See which quotes need attention and what buyers are telling you.

No quote is left waiting because someone forgot to chase it.

WhatsApp: day 2 follow-up asking if the buyer reviewed quotation Q2026-001, day 5 reminder offering the data sheet or delivery options, day 10 message asking if they would like to go ahead — Day 2 · Day 5 · Day 10

Quote log: four sample quotes with date, customer, total, status (Sent, Accepted, Lost), follow-up notes, PDF link and sync status — Every quote, one log

See the setup behind this: Follow-up starts by itself, each message with a reason.

What happens after we send the quote?

Give each follow-up a purpose, and record the decision.

4. Follow-up, account care and reporting

The day 2 check confirms receipt, day 5 adds useful information and day 10 asks about the decision. Rejection reasons are recorded. Won accounts move into the agreed order updates, reorder triggers and renewals. Reports show pending quote age, win-loss patterns and unmet demand.

After a quote is accepted, the invoice and payment reminders go out until it is marked paid, where your quotation or accounting system supports it.

See which quotes need attention and what buyers are telling you.

Illustrative example

An enquiry arrives after the sales team has left.

A buyer needs a standard product, but has a custom delivery request.

A worked example to explain the setup, not a customer result or a product screenshot.

Answer and ask: The AI uses the approved product information and gathers the quantity, application and required date.
Route the exception: The delivery request goes to the salesperson with the conversation and requirements already collected.
Keep track: Once the approved quote is sent, the follow-up flow records replies and the buyer's decision.

Routine questions keep moving while your team handles the decision that needs their judgement.

Your pricing rules, built into the working flow.

We organise the product information, map the available records, configure quoting and handover rules, and test the messages with your team. Existing answers and connections are reviewed before adding new work.

What you get

Product knowledge and qualification questions configured
Standard quoting and custom handover tested
Follow-up messages and quote outcomes reviewed

What we need from you

a kickoff, your price list, specs and terms, and the approval rules for what quotes automatically.

Timeline:

1 to 2 weeks once the price list is in hand.

Not included:

pricing strategy itself (yours, we advise), and integrations beyond what we verify together. Not included on any system: WhatsApp, LINE or other messaging fees and credits, ad spend and ad management, and your other apps' subscriptions or API fees.

What is included

Your price lists and customer records mapped to the quoting rules and follow-up stages your team uses
Your quoting formula worked out with you, and where you need it, the AI producing the quotation in your own format from that formula, with quotes and invoices cross-checked before they go out
Your specifications, terms and stock information organised for AI replies
The questions a good sales engineer asks: what they need, how many, by when
Standard quotes under your approved rules, and custom requests passed to your salesperson with the collected context
The chaser sequence on day two, five and ten, in two versions, and the better one stays
After a quote is accepted, the invoice and payment reminders until it is marked paid, where your quotation or accounting system supports it
Expert optimisation: we watch your quote-to-order rate every week for the first month
All copy in your voice, testing, and the report: quotes sent, chased and won

What you get

Product answers based on the information you approve
Standard quoting under agreed pricing and approval rules
Buyer requirements included in the handover
A defined quote follow-up schedule
Payment reminders after the quote is accepted
Reporting on quote-to-order results

By yourself

You can organise the product knowledge, configure qualification and quoting rules, set up handovers and schedule quote follow-up yourself, then test and maintain the flow.

With us

Bring your price list, specifications and terms to the kickoff, and confirm which quotes can be sent automatically.

How we deliver it

Every install is the deployment of an AI system into your business, delivered as a service. In the categories IRAS uses for qualifying AI business services, the work is:

Consultancy and strategy: The business expert work above: the mapping, the definitions, the copy and the working sessions.
System development: The AI and system configuration above: the AI Employee, AI Manager and platform capability switched on and wired to your business.
Data and analytics: The data mapping and checks, plus any reports, briefs or alerts included in the agreed scope.
System-related training: Handover and training so your team runs it without us.

Already on ABC Sales AI?

Guided Launch set up one workflow with you, a first version built to get your first win, so what you already have depends on the one you chose. Typically:

Onboarding gave you

answers to common product questions or parts of the quoting flow, depending on your existing setup. We review them before deciding what needs to be built.

This adds

The agreed product knowledge, quoting formula and approval rules; quotations in your format where needed; quote and invoice cross-checks; day 2, 5 and 10 follow-up; payment reminders after acceptance; and the verified connection to your price list, quotation system or customer records.

Agree the work before you decide.

Your consultant agrees the outcomes, scope and delivery checks with you, explains the investment, and provides a quote for your business.

Assess the investment against the value and margin of additional orders, along with the time the quoting flow could save.

Book a free strategy call

Runs on your ABC Sales AI platform subscription. If you came through Guided Launch, you already have it.

We review your booking tools, POS, payment system and customer records during discovery. Your proposal identifies the connections we can build, the access they need and how we will test the agreed workflow.

We are a Singapore company. Can we claim this under the EIS 400% AI tax deduction?

Singapore company? Install work like this is generally the kind of AI spend the EIS 400% deduction covers for YA2027 and YA2028: up to about 51 cents of extra tax saving per dollar over a normal deduction, at the 17% headline rate. No pre-approval: when the work is completed and accepted we send the claim documents, and your accountant adds it to your normal return. Forward our accountant page, and confirm your own eligibility with your tax advisor.

Built, then tuned until it really works

We build everything on this page, and we keep tuning it through the support period in your quote until it is really working. We do not promise how far your numbers move.

Our commitment and what you keep

Whether the numbers move depends on your customers, your season and your list as much as on the system, so we do not promise a result, and we do not switch it on and leave. We build everything on this page, connect it to your tools as far as they allow, test it on your real conversations, and keep tweaking the messages, the timing and the rules through the support period in your quote until it is really working. We need your feedback along the way, because what a good result looks like is different for every owner. The scope is what is written on this page. The decisions that are yours stay yours: the offer, the prices, the rules. We bring the expertise, surface the options and build. You decide. Everything we build stays yours:

Your specs, pricing and terms, organised and answerable, a company asset on its own
The questions we ask each buyer and the quoting rules
Every chaser sequence, in your voice
The quote-aging report: you finally see where quotes die

Whatever your market does, you keep everything on this list, and we keep working with you through the agreed support period until the system is doing what this page says.

Honest fit check

Perfect for:

Suppliers, distributors, manufacturers and project businesses where quoting is the sales motion
Teams whose senior people are the only ones who can answer technical enquiries

Not built for:

Businesses that never quote: the Checkout Flow fits direct-order businesses better

Quick answers

Most of our quotes need custom work.

We agree which requests can follow standard rules and which need your salesperson or engineer. Custom requests are handed over with the information already collected; there is no fixed standard-to-custom ratio.

Our buyers want a relationship with a person.

Your team keeps that relationship. The system handles the agreed routine questions and information gathering, then passes context to the person taking over.

Our price list is sensitive.

You decide what can be quoted automatically, what needs approval and what must stay with your team.

Will follow-up annoy buyers?

We agree a useful purpose for each message in the day 2, 5 and 10 sequence, and review responses with you. Timing and wording should fit how your buyers make decisions.

We already quote in Bukku or another system.

We work with the quotation or accounting system you already use where it can connect, or set up a Google Sheet quotation template with you. We confirm the connection during scoping, before you commit to the build.

We are a Singapore company. Can we claim this under the EIS 400% AI tax deduction?

Often, yes. For YA2027 and YA2028 the EIS gives a 400% tax deduction on up to S$50,000 of qualifying AI spend per year of assessment. IRAS's examples of qualifying AI business services include system development, consultancy and strategy, data and analytics, and system-related training. At the 17% headline rate that is up to about 51 cents of extra tax saving per dollar compared with a normal deduction; your actual saving depends on your tax position. Grant-funded amounts and non-AI items such as messaging fees do not qualify, and mixed packages are split. There is no application and no pre-approval: you claim it in the tax return you already file. Our part is to make it effortless. When the install is completed and accepted, we send the necessary documentation, itemised under this system's title, and we work with your accountant on anything else the claim needs from our side. Whether your company qualifies depends on your own situation, so confirm with your tax advisor.

ABC Sales AI · abcsales.ai · Every install is scoped to your business and quoted by your consultant. Outcomes depend on your market, offer and execution; what we commit to is the work, not the result. You are responsible for the content you send; campaigns are vetted against your industry's rules before launch. ABC Sales AI is not a tax advisor; any Singapore EIS treatment is for your tax advisor and IRAS to confirm.

Bring a few quotes that went quiet.

We will trace the enquiry, the missing information and the follow-up with you, then identify which parts can be automated and which should stay with your team.

Book a free strategy call Or talk to a consultant on WhatsApp