Close Deals Faster with AI-Generated Quotes and Proforma Invoices
Slow quotes kill deals — 35% of B2B buyers choose the first supplier who sends a professional quote. PulseAgent's AI agent Orion generates Proforma Invoices in minutes with accurate pricing, volume discounts, contract terms, and logistics estimates, so you close before competitors even respond.
Self-hosted (free):
curl -fsSL https://raw.githubusercontent.com/iPythoning/b2b-sdr-agent-template/main/install.sh | bashOr use managed PulseAgent — 2 min setup, no server needed. Get started →
Key Capabilities
Instant PI Generation
Orion generates professional Proforma Invoices from conversation context or manual input in under 60 seconds. Product details, pricing, payment terms, and shipping estimates — all formatted in your company's branding with a unique PI number.
Smart Volume Pricing
Configure tiered pricing rules, MOQ discounts, and seasonal adjustments. The AI automatically calculates the optimal price point based on order quantity, buyer history, and your margin targets — maximizing both competitiveness and profitability.
Multi-Currency & Incoterms
Generate quotes in any currency with real-time exchange rates. The AI selects appropriate Incoterms (FOB, CIF, DDP, EXW) based on buyer location and preferences, and calculates freight and insurance estimates accordingly.
Logistics Planning
Each quote includes estimated production lead times, shipping routes, and delivery timelines based on your current capacity and the buyer's destination. The AI factors in port congestion, seasonal delays, and carrier availability for realistic estimates.
Contract Terms Automation
Standard payment terms, warranty clauses, and trade compliance disclaimers are automatically included based on the buyer's country and order size. Custom terms can be configured per market or account tier.
One-Click Quote Delivery
Send the completed Proforma Invoice directly to the buyer via email with a personalized cover message. The AI tracks whether the buyer opens the quote and triggers a follow-up sequence if no response is received within your configured timeframe.
Self-Hosted vs Managed
| Self-Hosted (Free) | PulseAgent Pro | |
|---|---|---|
| Setup time | ~30 min | 2 min |
| Server | You manage | Managed |
| Updates | Manual | Automatic |
| DIY + phone needed | Pre-configured API | |
| CRM | Google Sheets | Built-in AI CRM |
| Analytics | CLI | Web dashboard |
| Support | Community | Priority |
Frequently Asked Questions
How does AI generate Proforma Invoices?
PulseAgent's AI agent Orion extracts product requirements, quantities, and shipping details from your sales conversations or manual input. It then cross-references your product catalog, pricing rules, and discount tiers to generate a complete Proforma Invoice with line items, totals, payment terms, and logistics estimates. The PI is formatted in your company's branding and ready to send in under 60 seconds.
Can the AI handle complex pricing with volume discounts?
Yes. You configure your pricing structure including base prices, tiered volume discounts, minimum order quantities, seasonal adjustments, and market-specific pricing. The AI calculates the optimal price for each line item based on the buyer's order quantity and applies the correct discount tier automatically. For non-standard pricing requests, it flags the quote for your review before sending.
How accurate are the logistics estimates in quotes?
The AI factors in your production capacity, current order backlog, standard shipping routes, and historical transit times to generate realistic estimates. It adjusts for known variables like port congestion and seasonal shipping peaks. While estimates are highly accurate for standard routes, the system clearly marks them as estimates and recommends confirmation for unusual destinations or oversized shipments.
Does the AI track quote follow-ups?
Yes. After sending a Proforma Invoice, the AI monitors whether the buyer opens the email and views the document. If no response is received within your configured window (typically 2-3 days), Orion automatically sends a follow-up message referencing the specific quote. The follow-up sequence escalates in urgency and can offer time-limited incentives if configured in your deal-closing playbook.
Generate Professional Quotes in 60 Seconds
Stop losing deals to slow quotes. AI generates Proforma Invoices with smart pricing, logistics estimates, and auto follow-ups — close 3x faster.