We build Agents. You build the Future.
● B2B offer — Sales & quotationsAgent for generating simple quotations: catalogue and PDF template
Taking the prices from the catalogue, working out the quantities, laying out a clean quotation on the company template: a simple task, repeated several times a week. Your agent puts the quotation together from your catalogue and your PDF template, ready to read over before it goes out. Data hosted in France; the AI model is called at its publisher, except with the Sovereign model option. With the 100% Sovereign package, your prices and your client data stay with you. The salesperson approves before anything is sent.
Updated on
Deployed in two to three weeks
Quotation agent · hosted in France
Fictional simulation — not a client result
A client is asking for a quotation for 20 units of part REF-410 and 5 of REF-220, delivery included. Prepare it.
Quotation put together from the catalogue in force: 20 × REF-410 and 5 × REF-220, delivery charges added according to your rate card.
Layout applied on your PDF template, legal wording and validity period included.
Ready to read over — nothing has gone to the client.
✎ Action · quotation ready in draft — you approve before it is sent
Layout applied on your PDF template, legal wording and validity period included.
Ready to read over — nothing has gone to the client.
✎ Action · quotation ready in draft — you approve before it is sent
The client now wants 30 units of REF-410 instead of 20 — can you amend it?
Quotation updated: 30 × REF-410, total recalculated from the catalogue. The rest of the quotation (REF-220, delivery) is unchanged.
New version ready to read over before it goes out.
✎ Action · quotation recalculated — you approve before it is sent
New version ready to read over before it goes out.
✎ Action · quotation recalculated — you approve before it is sent
Data hosted in France · sovereign model as an option
Prices hosted in France
Hosted in FranceAI model called at its publisher, except with the Sovereign model option
Prices & client data protected
GDPR & AI Act: governed deploymentTraceability & human oversight
TurnkeyDesigned, installed and operated for you
The salesperson decidesThe agent assists, it never sends on its own
For an organisation established outside the European Union, the law of its own country applies; at its request, we put equivalent safeguards in place (human review before any action, a log of the criteria, information for the people concerned).
✦ In brief
A Blue Lemon Agent quotation generation agent puts a quotation together from the client's request, your price catalogue and your PDF template — part numbers, quantities, any discounts and the legal wording. The document is laid out to your brand guidelines, ready to read over before it goes out. Data hosted in France; the AI model is called at its publisher, except with the Sovereign model option. With that option, your prices and your client data are never exposed to a foreign service, architecture designed to reduce exposure to extraterritorial legislation, location alone not being enough to guarantee immunity. The salesperson moves from formatting to reading over. Live in two to three weeks,.
100%
hosted in France in the target architecture
0
transfer outside the EU with the Sovereign model option (target architecture)
3
uses ready to deploy on this scope
0
decision with a legal or significant effect taken by an agent
These figures describe our offer, not results measured at a client: how large the gain is on your volume of quotations is confirmed by a pilot.
Indicative estimate, to be confirmed by a pilot on your real files (general terms of sale, article 4).
Pricing
One package, one agent
A quotation generation agent (catalogue, PDF template), installed and operated for you.
Agility
Setup + controlled subscription
3,180 € excl. VAT setup
then 283 € excl. VAT/month — you invest at installation and pay a reduced subscription. Ideal for keeping the cost under control over time.
- Installation, configuration and training for your teams
- Operation, human oversight, updates and support
- Hosting in France, a dedicated and isolated resource
The simplest
Serenity
All inclusive, no setup fee
463 € excl. VAT /month
all inclusive, immediate start. No upfront investment: a single subscription. Ideal for starting quickly and simply.
- Setup included (installation, configuration, training)
- Operation, human oversight, updates and support
- Hosting in France, managed end to end
100% Sovereign
On site, you own it
5,125 € excl. VAT setup
then 380 € excl. VAT/month · + hardware from 2,491 € (one-off purchase, in addition) — a sovereign computer installed on your premises, maintained remotely. Models run locally, your data returned at the end of the contract.
- Hardware installed on your premises (you own it)
- French / European AI models run locally
- Secure remote maintenance (Pro support included)
Included in the package: hosting and AI consumption up to the volume of your capacity tier, in documents, exchanges, tokens and storage; beyond that, re-invoiced at real cost with no margin, tracked in your client area as usage statements are issued. Maintenance and supervision subscription for an initial term of 12 months for the Agility package, 24 months for the Serenity package and 36 months for the 100% Sovereign package, renewable; support levels (SLA 72 h / 24 h / 4 h) optional. Bespoke development, additional integrations or exceptional volumes are quoted separately. Support Monday to Friday, 9am to 6pm. Prices exclude VAT.
AI model:
none of the AI models offered currently carries a fixed surcharge. When the selected model carries a cost, that cost is shown when you choose it, before you order, and re-invoiced at the cost incurred, with no mark-up; usage is billed at the publisher's price. Publishers' prices are published in US dollars: the amount re-invoiced is the amount in euros actually borne by Blue Lemon Agent on the publisher's invoice, at that invoice's exchange rate, with no commission or mark-up.
Included components and additional components Components included in the base offer: the Blue Lemon Agent software foundation, the AI models listed in the order journey, the standard channels (Microsoft Teams, Slack, WhatsApp Business, email, website chat, calendars, Microsoft 365 / Google Workspace, file storage, market VoIP telephony, professional social-media pages and accounts, Google Business Profile), hosting for the package chosen, in France by default, backups, supervision, updates and support. If adapting the AI agent to your constraints, your needs or your requests requires other paid components — a third-party publisher's software licence, paid API access to one of your applications, hosting of health data, for which French law requires an HDS-certified host (art. L. 1111-8 of the French Public Health Code), SecNumCloud-qualified hosting, a speech synthesis service, particular hardware —, they are offered to you as an option or on quotation and re-invoiced at the cost incurred; nothing is committed without your written agreement. Where the artificial intelligence model you choose entails an additional cost, that cost is shown to you before you order and re-invoiced to you at the cost incurred, with no margin.
What to expect
Go-live
2 to 3 weeks
Agent designed, channels connected, team trained.
Steady state
4 to 7 weeks
After a few weeks of real use, once the agent's behaviour matches what you expect.
Indicative estimate, adjusted to the options you keep. It is not a delivery commitment.
Use cases
What does the agent actually do?
One task, carried out from your catalogue and your template. The agent carries out by itself what you authorise it to do; you decide what it does on its own and what it submits to you.
Included in your agent
The 3 capabilities essential to this promise are included, at no extra cost.
From 283 € excl. VAT / month
Reading the client's request
Identifies the part numbers, quantities and options asked for, from the client's message.
Calculation from the catalogue
Applies the prices, discounts and charges in force in your price catalogue, with no re-keying.
Layout on the PDF template
Puts the final document together on your template, legal wording and validity period included.
Controls and safeguards
These 4 controls are built into the agent: they frame what it does, whatever plan you pick. They are not chosen and are not added to your order.
Human validation, exceptions and escalation
Status, safe closure and audit trail
Prioritise opportunities on explicit criteria
Personalise without breaching consent or prospecting rules
What the agent must be connected to
This connection is required for the agent to work. It concerns your information system and is scoped during the audit.
Prepare the next action and write back to the CRM without loss
Need to go further?
These agents handle a different business process, with their own owner and their own price. They are added to this one.
Qualifying sales enquiries
To sort incoming emails before quotation, a dedicated agent qualifies the sales enquiries received.
Sales email qualification agent from 259 € excl. VAT / month Sales email qualification →CRM follow-up
To keep the client record up to date after the quotation goes out, a dedicated agent feeds your CRM.
Sales agent (meeting notes, follow-ups, CRM) from 307 € excl. VAT / month CRM & follow-up →
Does your need fall outside this?
Build your agent
In 30 minutes we identify the most relevant agent — without oversizing the project.
Demonstration
See the agent at work
5 everyday situations, taken from those that come up most often. Pick one: the exchange unfolds as it would in your organisation.
A scripted demonstration. These exchanges show how the agent behaves — its sources, its refusals, what it leaves to your teams. Nothing is sent from this page, no model is queried here, and the matters named are fictional. That is precisely what we promise your data. The behaviours shown here — monitoring, automation rules, routing and reminders — are configured with you during deployment, from your tools, your rules and your thresholds. The architecture points named in these exchanges — location, local execution, isolation, encryption, role-based access, logging — are not a guarantee attached to the demonstration: they are those of the architecture set out in your quotation, and verified before commissioning.
Quotation agent · hosted in France
Fictional simulation — not a client result
Four flags this morning on your quotes.
· 41 requests matched no line in your price list. I priced none of them — I handed them back, and I will say why.
· 18 quotes issued carry no validity period. The oldest is eleven months old.
· Three prices on your public website differ from your internal price list. Your customers see the website.
· 23% of quotes never received a reply, and none was chased. morning-watch_4-flags.pdf41 off-list requests · 18 quotes with no validity
⛓ Source · 612 quotes, price list, published prices
· 41 requests matched no line in your price list. I priced none of them — I handed them back, and I will say why.
· 18 quotes issued carry no validity period. The oldest is eleven months old.
· Three prices on your public website differ from your internal price list. Your customers see the website.
· 23% of quotes never received a reply, and none was chased. morning-watch_4-flags.pdf41 off-list requests · 18 quotes with no validity
⛓ Source · 612 quotes, price list, published prices
Why not price the 41?
Because a price I invent commits your company, and I have nothing to base it on.
What I record: 41 requests concern work that does not exist as such in your price list — a variant, a volume off the grid, a combination of two lines.
What I could have done: take the nearest line, apply a rule of three, or add two lines together. All three give a number that looks right.
Why I do not: a quote is an offer. The figure I write, your customer can accept — and at that moment it is owed. An extrapolated price is not an estimate: it is a commitment nobody decided to make.
What I do instead: I prepare all the rest of the quote — identity, scope described, terms, required particulars — and I leave the price line empty, with what is missing to fill it. The quote goes to a salesperson, not to the customer.
What it cost in time: nothing. The 41 came back priced in under two hours on average, because only one figure remained to write. 41-requests_empty-price-line.pdfAn extrapolated price is a commitment nobody decided
⛓ Source · 41 off-grid requests, 3 possible extrapolations set aside
What I record: 41 requests concern work that does not exist as such in your price list — a variant, a volume off the grid, a combination of two lines.
What I could have done: take the nearest line, apply a rule of three, or add two lines together. All three give a number that looks right.
Why I do not: a quote is an offer. The figure I write, your customer can accept — and at that moment it is owed. An extrapolated price is not an estimate: it is a commitment nobody decided to make.
What I do instead: I prepare all the rest of the quote — identity, scope described, terms, required particulars — and I leave the price line empty, with what is missing to fill it. The quote goes to a salesperson, not to the customer.
What it cost in time: nothing. The 41 came back priced in under two hours on average, because only one figure remained to write. 41-requests_empty-price-line.pdfAn extrapolated price is a commitment nobody decided
⛓ Source · 41 off-grid requests, 3 possible extrapolations set aside
How do you work, and who do you tell?
I look at what you have opened to me: the price list, the quotes issued, your quote template, and the prices published on your website.
Routing follows who can act: an off-grid request goes to the salesperson concerned, with the quote ready except the price; a quote with no validity period to whoever issued it; a gap between website and price list to whoever owns pricing, not to the salesperson; an unanswered quote to whoever issued it, once.
With a monthly chase. Then a monthly summary: off-grid requests by nature, quotes missing particulars, price gaps, quote reply rate.
Three guarantees hold this up, and the first is the most important in this trade. Every line of a quote comes from your price list — prices, standing discounts and charges, applied line by line, with no rekeying and no drift. An off-grid request goes to the salesperson with the quote already built, everything except the price: a new discount carries your signature, never mine. Solvency is checked at your end — a perfectly filled quote may go to somebody who will not pay, which is why nothing goes out without the salesperson's yes. And on particulars I hold to your template, the one you validated and dated: I flag what appears there and is missing from the quote, rather than a rule recited from memory.
✎ Framework · no price set, no discount, no law recited
Routing follows who can act: an off-grid request goes to the salesperson concerned, with the quote ready except the price; a quote with no validity period to whoever issued it; a gap between website and price list to whoever owns pricing, not to the salesperson; an unanswered quote to whoever issued it, once.
With a monthly chase. Then a monthly summary: off-grid requests by nature, quotes missing particulars, price gaps, quote reply rate.
Three guarantees hold this up, and the first is the most important in this trade. Every line of a quote comes from your price list — prices, standing discounts and charges, applied line by line, with no rekeying and no drift. An off-grid request goes to the salesperson with the quote already built, everything except the price: a new discount carries your signature, never mine. Solvency is checked at your end — a perfectly filled quote may go to somebody who will not pay, which is why nothing goes out without the salesperson's yes. And on particulars I hold to your template, the one you validated and dated: I flag what appears there and is missing from the quote, rather than a rule recited from memory.
✎ Framework · no price set, no discount, no law recited
Fictional simulation — not a client result
And a 5 % discount, can you apply it?
As soon as you give me the rule, yes — and that is precisely what is missing today.
What I am asked, in practice: "apply the usual discount", "they are a good customer", "the salesperson agreed". Across 612 quotes, 47 times.
Why I hand back today: those three phrasings are not rules. "The usual discount" is 5 % on one service and 12 % on another; "good customer" is written nowhere. I do not improvise a commercial gesture — I apply the one you wrote.
What it takes to have me handle it: a ceiling rate, the conditions that trigger it — volume, account age, term commitment, payment on delivery — and who may go beyond. Half a page.
What it gives you back: of the 47 requests, 39 fall into the three commonest cases. Once the grid is written, they go out within the minute instead of waiting for approval. The other 8 escalate, as today.
What I add along the way: every discount granted carries the condition that triggered it. After a quarter, you know what your discount policy actually costs — and today, nobody does. discount-grid_39-of-47.pdfHalf a page to write · 39 requests handled within the minute
⛓ Source · 47 requests across 612 quotes, 39 covered by three conditions
What I am asked, in practice: "apply the usual discount", "they are a good customer", "the salesperson agreed". Across 612 quotes, 47 times.
Why I hand back today: those three phrasings are not rules. "The usual discount" is 5 % on one service and 12 % on another; "good customer" is written nowhere. I do not improvise a commercial gesture — I apply the one you wrote.
What it takes to have me handle it: a ceiling rate, the conditions that trigger it — volume, account age, term commitment, payment on delivery — and who may go beyond. Half a page.
What it gives you back: of the 47 requests, 39 fall into the three commonest cases. Once the grid is written, they go out within the minute instead of waiting for approval. The other 8 escalate, as today.
What I add along the way: every discount granted carries the condition that triggered it. After a quarter, you know what your discount policy actually costs — and today, nobody does. discount-grid_39-of-47.pdfHalf a page to write · 39 requests handled within the minute
⛓ Source · 47 requests across 612 quotes, 39 covered by three conditions
And if the website price does not match the catalogue?
I tell you which one your customer saw, and I apply the one you designate as authoritative.
What I record: three lines of your internal catalogue show a different price from the one published on your site. The gap runs from 4 % to 19 %.
What I do today: I flag it and hand back, because nothing tells me which of the two governs.
What only needs settling once: designate the source of truth — internal catalogue or published price — and I apply it without coming back to you. Either way I keep flagging the gap to whoever maintains the other, so it gets corrected rather than endured.
Why it matters beyond three lines: a customer who saw a price on your site and receives a higher quote opens a discussion you lose in advance, whatever the right price is. On the three lines concerned, the published price was the lower one in two cases.
What I do meanwhile: I quote at the published price and flag it on the quote, in one line. You lose no deal, and the gap stays visible. 3-gaps_source-of-truth-to-designate.pdfOne decision to take once · the gap stays flagged
⛓ Source · 3 divergent lines, gaps of 4 % to 19 %, published price lower in 2 cases
What I record: three lines of your internal catalogue show a different price from the one published on your site. The gap runs from 4 % to 19 %.
What I do today: I flag it and hand back, because nothing tells me which of the two governs.
What only needs settling once: designate the source of truth — internal catalogue or published price — and I apply it without coming back to you. Either way I keep flagging the gap to whoever maintains the other, so it gets corrected rather than endured.
Why it matters beyond three lines: a customer who saw a price on your site and receives a higher quote opens a discussion you lose in advance, whatever the right price is. On the three lines concerned, the published price was the lower one in two cases.
What I do meanwhile: I quote at the published price and flag it on the quote, in one line. You lose no deal, and the gap stays visible. 3-gaps_source-of-truth-to-designate.pdfOne decision to take once · the gap stays flagged
⛓ Source · 3 divergent lines, gaps of 4 % to 19 %, published price lower in 2 cases
Fictional simulation — not a client result
Eighteen quotes with no validity period — is that serious?
It means nobody knows when they stop committing you, and the oldest is eleven months old.
What I record: of 612 quotes, 18 carry no validity period. Your quote template provides for one — these 18 were produced outside the template, in a spreadsheet or a word processor.
What that leaves open: a price proposed eleven months ago, in a context that has changed. Your customer can come back with it, and the discussion will happen with no written basis.
What I stand on, and it is firmer than a recited rule: your validated, dated template. A point of law recited from memory carries no weight in a commercial discussion; your template is enforceable internally. The applicable text is asked of your counsel, in one question — and the day their answer enters the template, it applies at once to every quote that follows.
What I do: I compare each quote with your template, the one you validated, and I flag what appears there and is missing from the quote — validity period, scope, payment terms, identity particulars.
What that gave: the 18 flagged to whoever issued them. 14 were reissued from the template, 4 concerned closed deals. And two salespeople said they did not know a template existed. 18-quotes-off-template_14-reissued.pdfCompared with the company template, not with the law
⛓ Source · 612 quotes, company-validated template, 18 gaps
What I record: of 612 quotes, 18 carry no validity period. Your quote template provides for one — these 18 were produced outside the template, in a spreadsheet or a word processor.
What that leaves open: a price proposed eleven months ago, in a context that has changed. Your customer can come back with it, and the discussion will happen with no written basis.
What I stand on, and it is firmer than a recited rule: your validated, dated template. A point of law recited from memory carries no weight in a commercial discussion; your template is enforceable internally. The applicable text is asked of your counsel, in one question — and the day their answer enters the template, it applies at once to every quote that follows.
What I do: I compare each quote with your template, the one you validated, and I flag what appears there and is missing from the quote — validity period, scope, payment terms, identity particulars.
What that gave: the 18 flagged to whoever issued them. 14 were reissued from the template, 4 concerned closed deals. And two salespeople said they did not know a template existed. 18-quotes-off-template_14-reissued.pdfCompared with the company template, not with the law
⛓ Source · 612 quotes, company-validated template, 18 gaps
And the 23% of quotes with no reply?
Nobody chased them, and silence was read as a refusal.
What I record: 141 quotes out of 612 never received a reply, neither acceptance nor refusal. None was chased.
What that produces in your figures: they count as lost. Your conversion rate is calculated on quotes nothing is known about — which is not the same as a refusal, and does not warrant the same conclusion.
What I do: one chase, only one, as the validity period nears its end: a reminder of the quote, its date, its expiry, and an open question. No new proposal, no discount, no second chase.
Why only one: because the second no longer addresses somebody who might not have seen it. It addresses somebody who did not reply, and insisting is not an argument.
What that gave: of 141 chased, 38 replies — 17 acceptances, 21 refusals. The 21 refusals are the most useful part: they come out of the fog and sometimes say why. 141-unanswered_17-accepted-21-refused.pdfInsisting is not an argument
⛓ Source · 141 unanswered quotes, 38 replies after one chase
What I record: 141 quotes out of 612 never received a reply, neither acceptance nor refusal. None was chased.
What that produces in your figures: they count as lost. Your conversion rate is calculated on quotes nothing is known about — which is not the same as a refusal, and does not warrant the same conclusion.
What I do: one chase, only one, as the validity period nears its end: a reminder of the quote, its date, its expiry, and an open question. No new proposal, no discount, no second chase.
Why only one: because the second no longer addresses somebody who might not have seen it. It addresses somebody who did not reply, and insisting is not an argument.
What that gave: of 141 chased, 38 replies — 17 acceptances, 21 refusals. The 21 refusals are the most useful part: they come out of the fog and sometimes say why. 141-unanswered_17-accepted-21-refused.pdfInsisting is not an argument
⛓ Source · 141 unanswered quotes, 38 replies after one chase
And the document itself — what does it look like when it comes out?
Like your quote, not mine: layout is done on your PDF template, the one your management approved on 03/02, and there is only one.
What the layout assembles, in the template's order: your letterhead and logo, the company's full identification, the quote number from the current series, the issue date, the customer details taken from your records, the catalogue lines with reference, quantity and unit price, the net totals, VAT by rate and the total payable.
Three statements are carried by the template and no longer depend on anyone: the legal notices in your footer, the validity period — 30 days, the value you entered in the template —, and the acceptance wording with the signature block. That is exactly what the 18 quotes with no validity period were missing: they had been produced outside the template, in a spreadsheet.
What the layout does not do on its own: it moves no block, changes no typeface, adds no line the template does not provide for. A quote that does not look like the other 611 gets noticed, and noticed the wrong way.
The PDF comes out in 4 seconds, named by your rule — number, customer, date — and filed in the deal folder. Of 612 quotes, 612 now carry the validity period and the legal notices, against 594 before.
One layout that failed, and I am publishing it: 7 quotes came out with the line table running onto a second page, that page carrying no header and no number — all quotes over 24 lines, which the template had never met. The template now repeats the header and number on every page, and I flagged the change for approval before applying it: it touches your document, and it was not mine to decide alone.
✎ Framework · laid out on your PDF template, with no invented variant
What the layout assembles, in the template's order: your letterhead and logo, the company's full identification, the quote number from the current series, the issue date, the customer details taken from your records, the catalogue lines with reference, quantity and unit price, the net totals, VAT by rate and the total payable.
Three statements are carried by the template and no longer depend on anyone: the legal notices in your footer, the validity period — 30 days, the value you entered in the template —, and the acceptance wording with the signature block. That is exactly what the 18 quotes with no validity period were missing: they had been produced outside the template, in a spreadsheet.
What the layout does not do on its own: it moves no block, changes no typeface, adds no line the template does not provide for. A quote that does not look like the other 611 gets noticed, and noticed the wrong way.
The PDF comes out in 4 seconds, named by your rule — number, customer, date — and filed in the deal folder. Of 612 quotes, 612 now carry the validity period and the legal notices, against 594 before.
One layout that failed, and I am publishing it: 7 quotes came out with the line table running onto a second page, that page carrying no header and no number — all quotes over 24 lines, which the template had never met. The template now repeats the header and number on every page, and I flagged the change for approval before applying it: it touches your document, and it was not mine to decide alone.
✎ Framework · laid out on your PDF template, with no invented variant
Fictional simulation — not a client result
Can you send the quotes straight to customers?
Yes, and it is the setting that pays you most. Here is how it is bounded.
What I send alone, as soon as you open it: quotes made entirely of lines from your catalogue, under the ceiling you set, to an already registered customer, with your template's validity period. Those four bounds cover 531 of last year's 612 quotes.
What escalates: the 41 off-catalogue requests, discounts not covered by a written grid, prospects never invoiced, and any quote above the ceiling. 81 quotes out of 612, about one per working day.
What it gives you back: issuing time falls from three days to twenty minutes on the 531. Of 141 quotes left unanswered last year, some of it was the sending delay — a customer kept waiting three days has time to ask somebody else.
What the quote carries so it is defensible: the catalogue version applied, the validity period, and the name of the person it goes out under. You remain the issuer; I am the tool that composes and sends.
What I keep doing even on direct send: following up at the validity deadline. None of the 141 unanswered quotes had ever been followed up. direct-send_4-bounds_531-quotes.pdfWhat goes alone · what escalates · what the quote carries
⛓ Source · 531 of 612 quotes within the four bounds, 3 days down to 20 minutes
What I send alone, as soon as you open it: quotes made entirely of lines from your catalogue, under the ceiling you set, to an already registered customer, with your template's validity period. Those four bounds cover 531 of last year's 612 quotes.
What escalates: the 41 off-catalogue requests, discounts not covered by a written grid, prospects never invoiced, and any quote above the ceiling. 81 quotes out of 612, about one per working day.
What it gives you back: issuing time falls from three days to twenty minutes on the 531. Of 141 quotes left unanswered last year, some of it was the sending delay — a customer kept waiting three days has time to ask somebody else.
What the quote carries so it is defensible: the catalogue version applied, the validity period, and the name of the person it goes out under. You remain the issuer; I am the tool that composes and sends.
What I keep doing even on direct send: following up at the validity deadline. None of the 141 unanswered quotes had ever been followed up. direct-send_4-bounds_531-quotes.pdfWhat goes alone · what escalates · what the quote carries
⛓ Source · 531 of 612 quotes within the four bounds, 3 days down to 20 minutes
What do you keep?
Everything needed to reproduce a quote identically two years later, and to know why it said that price.
What is kept: the quotes issued and their lines, the catalogue version applied — the one from that day, not today's —, the validity period, the requests left unpriced and why, the discounts granted with the condition that triggered them, and the follow-ups sent.
Why the catalogue version is the key item: a quote contested six months later is defended with the rate in force the day it went out. Without that version, the discussion happens on today's rate — and you are wrong by construction.
What it gives you after a quarter: the real cost of your discount policy, the acceptance rate by service family, and the average time between sending and reply. Three figures nobody at your end can produce today.
What I do not keep, for want of use: nothing about people. Not who asked for a discount, nor who approved what in how long — except the name of the quote's issuer, which is a signature and appears on the document itself. what-you-keep_quotes.pdf6 items kept · a quote reproduced identically two years later
⛓ Source · catalogue version timestamped, 3 new indicators per quarter
What is kept: the quotes issued and their lines, the catalogue version applied — the one from that day, not today's —, the validity period, the requests left unpriced and why, the discounts granted with the condition that triggered them, and the follow-ups sent.
Why the catalogue version is the key item: a quote contested six months later is defended with the rate in force the day it went out. Without that version, the discussion happens on today's rate — and you are wrong by construction.
What it gives you after a quarter: the real cost of your discount policy, the acceptance rate by service family, and the average time between sending and reply. Three figures nobody at your end can produce today.
What I do not keep, for want of use: nothing about people. Not who asked for a discount, nor who approved what in how long — except the name of the quote's issuer, which is a signature and appears on the document itself. what-you-keep_quotes.pdf6 items kept · a quote reproduced identically two years later
⛓ Source · catalogue version timestamped, 3 new indicators per quarter
Fictional simulation — not a client result
A request from this morning crosses a price break in your catalogue, and the catalogue does not say what the break is counted on.
What the request carries: three lines from your catalogue, 28, 14 and 9 units, 51 units in all. Your grid carries a unit price above 50 units, and the request crosses it on the total while no single line reaches it.
This kind of case had not yet been taken into account in your catalogue: the break is written “above 50 units”, and nothing says whether the 50 are counted per line or per order. So I have not settled it on my own — and I set neither of the two prices.
Three readings. The break counts per line: that is the letter of the grid, none of the three lines reaches it, and the customer pays 1,840 € more than what they understood from your website. The break counts on the order: the quotation goes out at 51 units at the break price, at the cost of a rule written nowhere on your side, which a salesperson will apply differently next time. The break counts on the order, and the sentence is added to the grid: same quotation, and the rule becomes readable by everyone who reads it after me.
I recommend the third. It is the only one that gets the quotation out today and stops the question coming back — and your three catalogue lines whose price differs from the website have exactly the same origin: a rule applied without being written.
You can also give me another rule of your own — for instance: the break counts per line, except for orders from the same customer within the same week.
Shall I remember it for the next ones? Of your 612 quotations, 23 crossed a break on the total with no single line reaching it, and each took two rounds of questions before going out. If you write the rule, the next ones will go out without being sent up, and I will give you the count each month.
⛓ Source · price catalogue, break grid · 23 quotations crossing a break on the total out of 612
What the request carries: three lines from your catalogue, 28, 14 and 9 units, 51 units in all. Your grid carries a unit price above 50 units, and the request crosses it on the total while no single line reaches it.
This kind of case had not yet been taken into account in your catalogue: the break is written “above 50 units”, and nothing says whether the 50 are counted per line or per order. So I have not settled it on my own — and I set neither of the two prices.
Three readings. The break counts per line: that is the letter of the grid, none of the three lines reaches it, and the customer pays 1,840 € more than what they understood from your website. The break counts on the order: the quotation goes out at 51 units at the break price, at the cost of a rule written nowhere on your side, which a salesperson will apply differently next time. The break counts on the order, and the sentence is added to the grid: same quotation, and the rule becomes readable by everyone who reads it after me.
I recommend the third. It is the only one that gets the quotation out today and stops the question coming back — and your three catalogue lines whose price differs from the website have exactly the same origin: a rule applied without being written.
You can also give me another rule of your own — for instance: the break counts per line, except for orders from the same customer within the same week.
Shall I remember it for the next ones? Of your 612 quotations, 23 crossed a break on the total with no single line reaching it, and each took two rounds of questions before going out. If you write the rule, the next ones will go out without being sent up, and I will give you the count each month.
⛓ Source · price catalogue, break grid · 23 quotations crossing a break on the total out of 612
The third one. The break counts on the order. And the sentence must say “on a single order, before discount”, or we will be met with cumulation arguments. And yes, keep it.
Written exactly as you just said it, and it carries your precision.
The rule, in one sentence: the 50-unit break is counted on the total of a single order, before discount, and the sentence now sits in your grid, on the break line.
Why “before discount” changes everything: a discount applied before the calculation would have pushed some orders below the break, then above it, depending on the order of operations. Two salespeople would have reached two prices on the same order, both in good faith.
What it changes this morning: the quotation went out at 51 units at the break price, made of three lines from your catalogue and no line written by me, carrying the validity period your model provides.
What lets you undo it: the rule is written into your catalogue with its date, the person who approved it and the request that gave rise to it. You remove one line, and I go back to sending you these quotations one by one.
✎ Rule approved · price catalogue, line “50-unit break”, precision “on a single order, before discount”
The rule, in one sentence: the 50-unit break is counted on the total of a single order, before discount, and the sentence now sits in your grid, on the break line.
Why “before discount” changes everything: a discount applied before the calculation would have pushed some orders below the break, then above it, depending on the order of operations. Two salespeople would have reached two prices on the same order, both in good faith.
What it changes this morning: the quotation went out at 51 units at the break price, made of three lines from your catalogue and no line written by me, carrying the validity period your model provides.
What lets you undo it: the rule is written into your catalogue with its date, the person who approved it and the request that gave rise to it. You remove one line, and I go back to sending you these quotations one by one.
✎ Rule approved · price catalogue, line “50-unit break”, precision “on a single order, before discount”
And the twenty-three earlier ones, what became of them?
I have read them back, and they say something your reply rate does not.
What I looked at: the 23 quotations that crossed a break on the total, and what became of them, against the other 589 quotations of the period.
What comes out of it: 11 of the 23 never received a reply, that is 47 %, where your quotations as a whole stand at 23 % with no reply. And those 23 quotations went out in 4 working days on average, against twenty minutes for a quotation made purely of catalogue lines.
The cause is not with your customers: a quotation that takes four days arrives after the competitor's, and a price line that does not match what the customer read on your site gets discussed before it gets signed.
What I propose, and it is one line to write in the grid: that the other two breaks in your catalogue — the 100-unit one and the 250-unit one — carry the same sentence as the 50-unit break, now, without waiting for a request to cross them.
What it is worth, on your own figures: the 23 quotations concerned this year would have gone out the same day. If their reply rate joined that of your catalogue quotations — 77 % instead of 53 % — that is 5 more quotations receiving an answer, and those 23 quotations represent 96,000 € of requests. The calculation is your own 612 quotations, not a projection.
The decision is yours: the breaks are your pricing policy, they live in your catalogue, and I write neither the price nor the threshold.
✎ Proposal · 23 break quotations out of 612, 47 % with no reply against 23 %, 4 working days against twenty minutes — breaks belong to management
What I looked at: the 23 quotations that crossed a break on the total, and what became of them, against the other 589 quotations of the period.
What comes out of it: 11 of the 23 never received a reply, that is 47 %, where your quotations as a whole stand at 23 % with no reply. And those 23 quotations went out in 4 working days on average, against twenty minutes for a quotation made purely of catalogue lines.
The cause is not with your customers: a quotation that takes four days arrives after the competitor's, and a price line that does not match what the customer read on your site gets discussed before it gets signed.
What I propose, and it is one line to write in the grid: that the other two breaks in your catalogue — the 100-unit one and the 250-unit one — carry the same sentence as the 50-unit break, now, without waiting for a request to cross them.
What it is worth, on your own figures: the 23 quotations concerned this year would have gone out the same day. If their reply rate joined that of your catalogue quotations — 77 % instead of 53 % — that is 5 more quotations receiving an answer, and those 23 quotations represent 96,000 € of requests. The calculation is your own 612 quotations, not a projection.
The decision is yours: the breaks are your pricing policy, they live in your catalogue, and I write neither the price nor the threshold.
✎ Proposal · 23 break quotations out of 612, 47 % with no reply against 23 %, 4 working days against twenty minutes — breaks belong to management
Data hosted in France · sovereign model as an option
Your case is not here? That is exactly what a 30-minute conversation is for. Discuss your project →
How it works
The stages of your AI agent project
1
Audit & scoping
30 minutes to target the use case with the best return.
2
Quote or direct sign-up
A catalogue offer is bought online; a specific need gets a costed quote.
3
Design
We design the agent and its guardrails.
4
Integration & testing
We connect your tools to the agent, which is itself hosted in France.
5
Rollout
Going live and training your team.
6
Operation
Continuous supervision and improvement.
The context
What does an AI agent bring to preparing your quotations?
Putting together a correct quotation means taking the right prices, working out the quantities and respecting the company template. But entrusting your catalogue and your prices to a consumer tool means losing control of them.
! The issue
Every quotation means taking the catalogue in force, checking the quantities and respecting the expected layout — a simple task, but one that piles up as client requests come in. Yet most consumer AI tools amount to entrusting prices, discount structures and your clients' contact details to a third party, often hosted outside Europe and subject to the Cloud Act.
✓ Our answer
AI is only of interest for generating quotations if it is sovereign and faithful to your catalogue. Local inference or an isolated resource hosted in France, systematic human oversight, nothing sent automatically: time gained on formatting is never paid for in a pricing error or a leak of your commercial data. The aim is not to replace the salesperson, but to hand them the quotation already put together.
The decisive point
Your catalogue and your client data: sovereignty & compliance
A quotation contains your prices, your discounts and your client's contact details. Here is how the architecture of our agents protects them, quotation by quotation.
Local inference
With the 100% Sovereign package, the agent runs on a machine belonging to the company: no price leaves the network, nothing passes through a public cloud.
Hosting in France
Otherwise, with the Agility and Serenity packages, a dedicated, isolated resource hosted in France, under French law: data hosted in France; the AI model is called at its publisher, except with the Sovereign model option.
Reduced extraterritorial exposure
For your prices and your client data, the architecture aims to reduce exposure to the Cloud Act and FISA 702; being located in France or in the European Union does not, on its own, guarantee immunityeven when hosted in Europe by an American provider.
Isolated resource
No pooling: an environment strictly dedicated to your company and your catalogue.
Template & legal wording respected
Your PDF template and your legal wording are applied as they stand; encryption, role-based access and logging.
AI Act: governed deployment
The agent carries out what you have authorised; no quotation is sent automatically; traceability and human oversight from end to end.
What depends on the architecture chosen These points are not general guarantees: they are settled deployment by deployment, in the quotation.
- The applicable location is that of the architecture set out in the quotation and verified before commissioning.
- Local execution is announced only for the configuration explicitly described and accepted in the quotation.
- The applicable isolation depends on the deployment mode set out in the quotation; no dedicated isolation is presumed.
- Roles and permissions are configured and accepted for the identities and systems actually connected.
- The events logged, their content, their retention period and who may access them are defined for the deployment chosen.
For the most sensitive catalogues, SecNumCloud and reinforced hosting are options depending on your requirements. A single architecture is designed to answer both the GDPR and extraterritorial exposure. Designed for deployment in line with the GDPR and the AI Act, after the processing, roles and context-specific risks have been assessed.
The gain
How much time can a sales team recover?
By automating the taking of the catalogue and the layout, the time spent on simple quotations comes down, reinvested in the conversation with the client. How large the gain is depends on your volume and remains to be confirmed by a pilot.
Putting together a simple quotation
Checking prices and discounts
Layout on the template
Qualitative, non-contractual comparison: the proportions shown illustrate the shift of the work towards review, they represent no measurement. The agent does by itself what you authorise it to do; whatever leaves the company, and any decision reserved to a person, waits for a human go-ahead.
Indicative estimate, to be confirmed by a pilot on your real files (general terms of sale, article 4).
Our commitment
Four guarantees that matter to your sales activity
With 100% Sovereign, your catalogue never leaves the companyData hosted in France on an isolated resource; the AI model is called at its publisher, except with the Sovereign model option. With that option, no price entrusted to a foreign third party.
Data in France, under French lawYour prices and your client data: minimisation and location in France, architecture designed to reduce exposure to extraterritorial legislation, location alone not being enough to guarantee immunity.
The salesperson keeps the decisionThe agent produces quotations on your template that can be checked; no send is automated.
Human oversight & traceabilityFor quotation generation: systematic tracking and logging, in line with the AI Act.
Going further
Related resources
Frequently asked questions
Your questions, our answers
Does the agent send the quotation to the client by itself?
No. It puts the quotation together from your catalogue and your template, but nothing is sent without your approval. Human oversight is the rule: the agent assists, the salesperson decides and sends.
Can the agent get the prices wrong?
The agent applies the prices and discounts exactly as they appear in your catalogue in force, without altering them itself. Reading over before sending remains the final safeguard against any error, as it does for a quotation prepared by hand.
Are our prices and client data protected?
Yes. The agent is hosted in France (on local inference or an isolated resource), with the deployment objective of processing and access operated within the European Union and an architecture designed to reduce exposure to extraterritorial legislation, location alone not being enough to guarantee immunity. Your catalogue is not used to train a third-party model.
Does it connect to our catalogue and our CRM?
Yes. The agent connects to your price catalogue and, if needed, to your CRM to find the client's details, without forcing a migration. We adapt the integration to your environment.
How long does it take to deploy this agent?
Two to three weeks as a rule, depending on how complex your catalogue and your template are, after a meeting with our sales team then a phase of design, integration and testing before going live.
Does the agent handle complex quotations with configuration?
This offer is designed for simple quotations, from a catalogue and a template. For more complex needs (configuration, multi-tier volume pricing), get in touch so we can scope something bespoke.
Related use cases
Other agents for sales and client relations
And for your organisation?
Let's talk
Let's size up the potential in your quotations
30 minutes to identify your priority catalogue — hosted in France, supervised, with no commitment.