AI that prepares your commercial quotations

It reads the customer's request in whatever form it arrives, settles the gaps with them in the thread, and prices it from your own catalogue, discounts and margin rules. Your salesperson just sends the finished quote.

An AtriumQuotes demonstrationThe request ↓

From a heap of paper to a finished quote

The request, the spec, the price list, the discount policy and the margin rules. Everything a salesperson builds a quote from by hand.

Inbound · site form
Specification no. 214.xlsx
Price list 2026
Discount policy
Margin rules
Freight zones
Hours
back every day for each salesperson who used to build quotes like this by hand
0%+
of net margin kept: the discount and the markup come from your own rules
0
lines retyped. The quantity is read from the request, so human error has nowhere to get in
Quotation · exampleQ-0214
Hours
back every day for each salesperson who used to build quotes like this by hand
Ball valve stainless AISI 316 · series 0120 ea × £25.27 · with the customer's 5% discount
£505.40
0%+
of net margin kept: the discount and the markup come from your own rules
Threaded socket stainless · series 0110 ea × £3.66
£36.60
0
lines retyped. The quantity is read from the request, so human error has nowhere to get in
Freight · Leedszone from the supplier's price list
£24.00
Total including VAT£679.20
A schematic example.

AI turns the request into lines of your catalogue

Inbound · site form

Morning! Please quote the attached specification: , and .

Specification no. 214.xlsx
Quotation · example
Ball valve stainless AISI 316 · series 0120 ea × £25.27 · with the customer's 5% discount£505.40
Threaded socket stainless · series 0110 ea × £3.66£36.60
Freight · Leedszone from the supplier's price list£24.00
Total including VAT£679.20

A schematic example.

A line it is unsure of, it does not price

When two catalogue references match one line of a request, the assistant does not choose for the customer and does not put a number against it. It asks — in the same channel the request arrived in.

WhatsApp · conversation with the customer
Ball valve DN50 — 10 units
Two catalogue references match this line. Which one is meant?Ball valve DN50 · threadedBall valve DN50 · flangedown answer
The second one, flanged.
Priced once the customer answered

Until the answer comes the line stays without a price, and the rest of the quote is calculated as normal.

Supplier price lists load exactly as they are

A new price list, a contract or its annex is read in its own format, and the catalogue updates without anyone retyping it.

  • Excel, PDF and scans are read without being forced into a template
  • The customer's contract supplies their discounts and payment terms
The supplier's price list as it came: the version in force, its lines, and a checkable source for every price — file, sheet, row.
Contradiction found
Clause 3: discount 8%
Annex B, from April 2026: 10%

The annex is not countersigned. The catalogue is assembled once the question is answered.

The data arrives on its own

Connect the place the documents already live. The system collects what is new and brings it for approval: nothing enters the company's memory until a person has confirmed it.

A person approvesA connection brings the files and shows what changed in them. Only what an employee confirms is written down.
The company's memory

For a source that is not on this list we write the adapter: to the system it is one more door, and behind it the same reading, checking and approval.

The quote

The customer's tier, the rush premium, the freight threshold, rounding and VAT apply to every line, and cost and margin sit beside the total.

Recalculation · example
Ball valve 316 stainless · series 01£26.60 − 5% = £25.27 · × 20 ea£505.40
Threaded socket · series 01£3.85 − 5% = £3.66 · × 10 ea£36.60
Freightthe Leeds zone, from the price list£24.00
Net total£566.00
VAT 20%£113.20
Total including VAT£679.20
Cost £421.00Margin 25.62%
The order it runs in

An AtriumQuotes demonstration

We run it on one of your requests and show where every figure came from.

In 20 minutes we show the system, answer your questions and decide together whether it is worth going further.

Discuss AtriumQuotes

Common questions

▸We have no standard templates

Supplier and customer files are read as they are.

▸Prices change every week

A new price list can be loaded at any time, and the next calculations run on it.

▸What if the AI gets a price wrong?

The model interprets the request; code performs the arithmetic under your rules. Every line traces back to a cell of a price list, and a separate auditor reads the source document independently.

▸Will the assistant write to our customers on its own?

You choose the mode: it runs the conversation, drafts replies for someone to send, or stays quiet. In every mode it stops the moment one of your people joins the thread.

▸Who is responsible for the final quotation?

A person: one of your people approves it and sends it.