Match-AI - AI colleagues for SMEs

AI agent quote preparation

From incomplete request to quote briefing your team can work with.

An AI agent that completes quote requests before sales, estimating, or operations begins. Less back-and-forth, better briefing, and a sharper proposal faster.

Sales, estimating and operations with an AI colleague from Match-AI
Sales, estimating and operations

EERSTE PILOT

Start with one type of request that often comes in incomplete.

Quotes get stuck when needs, constraints, and open questions remain spread out.

More complete quote requests
Less back-and-forth
Faster handover to the team
Inbox clearerRequest finisherQuote preparerFile trackerLead followerPlanning preparerFeedback translatorTeam knowledge baseReport makerProduction assistant

THE HOOK

Sell on the work that keeps piling up.

Your AI colleague can do a lot. In the 4-week onboarding period we teach it, together with you, the work that keeps piling up every week: completing requests, tracking files, following up leads, preparing quotes or supporting production.

After that it grows into new tasks. Industries are examples; the real entry point is the workflow that keeps stalling.

WORKFLOWS THAT COST MONEY OR TIME

Where this AI colleague takes work off your hands

This page focuses on recurring work. No generic AI promise, but concrete tasks that return every week and become measurable fast.

01

Read the request

The agent extracts customer question, deadlines, attachments, and constraints from email or form.

02

Flag open questions

Missing information is made visible before anyone starts on the quote.

03

Prepare follow-up questions

The customer receives clear questions so sales doesn’t have to guess.

04

Signal risks

Deviations, unclear agreements, and dependencies are brought to the surface.

05

Create a briefing

Sales, estimating, or operations gets one overview with needs, context, and action points.

06

Monitor the quote process

Status, owner, and next step remain visible until the quote is ready.

WHY THIS MATTERS COMMERCIALLY

Not another tool. A colleague that preps the work for your team.

Most companies lose time not to one big task, but to dozens of half-finished questions: incomplete requests, loose emails, forgotten documents, feedback without an owner and leads that get followed up too late.

More complete quote requests

Measurable in less back-and-forth, faster follow-up and better handover to the person doing the work.

Less back-and-forth

Measurable in less back-and-forth, faster follow-up and better handover to the person doing the work.

Faster handover to the team

Measurable in less back-and-forth, faster follow-up and better handover to the person doing the work.

BEFORE MATCH-AI

Work arrives half finished.

  • • emails, WhatsApps and forms are scattered
  • • someone has to keep asking the same basic questions
  • • important information is missing when you want to plan or quote
  • • follow-up depends on who happens to have time

AFTER MATCH-AI

Your AI colleague makes the work transferable.

  • • a request or report is summarised automatically
  • • missing information is requested
  • • next action, owner and priority are proposed
  • • your team stays in control and approves the important steps

FIRST 2 WEEKS

We do not build everything at once. We take one recurring workflow live.

01

Choose the workflow

Start with one type of request that often comes in incomplete.

02

Learn the rules

Which questions does the agent ask, where does it stop and when does it go to a human?

03

Connect the input

Email, form, Telegram, Drive, CRM or existing customer documents.

04

Live with oversight

First version at work, with a clear feedback loop for improvement.

SAMPLE OUTPUT

Your team gets a work briefing, not chatbot talk.

A good AI colleague does not send a long answer. It delivers a usable handover that someone can act on straight away.

// Sales, estimating and operations

Summary: Quotes get stuck when needs, constraints, and open questions remain spread out.

Missing info: planning, budget, contact person, attachments

Suggested action: create a task, request the missing info and route it to the owner

Needs a human for: pricing agreements, exceptions and substantive judgement

Keep building

Pages that follow on logically from this workflow.

These internal links connect AI agents, workflow automation and process automation. Visitors choose faster and search engines understand better which pages belong to the same AI colleague cluster.

Frequently asked questions

Quick answers to the main questions.

Can an AI agent write quotes?
It can prepare quote information, create draft texts, and flag risks. Price, commitments, and final review stay with people.
Which businesses fit quote preparation with AI?
For businesses where requests often include explanations, attachments, choices, or constraints: service companies, construction, installers, agencies, B2B trade, and professional services.
What is a good first pilot?
Start with one common quote type where requests are often incomplete or take too long to move forward.
What output does the team receive?
A compact quote briefing with customer request, context, missing information, risks, proposed next step, and owner.

How your AI colleague works

One AI colleague that connects everything. Learns from your whole team.

Cyrill distributes the work across one AI colleague per department. They work in your own systems, share one memory and learn from every task your colleagues do with them.

The Match-AI team

THE PEOPLE BEHIND MATCH-AI

You work with people, not with an anonymous dashboard

Match-AI is a team of co-owners with a background in sales, marketing, finance and technology, supported by specialists in support and marketing. Every project gets a dedicated contact person who thinks along about process, adoption and results.

Peter van de Groep, commercial contact at Match-AI

Peter van de Groep

Commercial contact at Match-AI

YOUR CONTACT

Which workflow costs your team too much time every week?

Book an intake. Together we choose the first pilot and define what the AI colleague must deliver.