Automate B2B Quotes with a Chatbot

Capture leads from your website 24/7 and accelerate your sales by instantly generating personalized quote PDFs.

The Challenges of Manual Quoting Processes

For B2B businesses, preparing a price quote can be a time-consuming and error-prone process. Understanding a potential customer's request, configuring the right products or services, calculating pricing, and creating a professional PDF document can take hours, or even days. This delay leads to lost customers and missed sales opportunities.

Introducing Palmate AI: Chatbot Quote PDF Generation Automation

Palmate AI fully automates this process with a smart chatbot that integrates into your website. Your sales team no longer needs to manually enter data or prepare documents. Palmate interacts with your potential B2B customers 24/7, understands their needs, collects the necessary information, and generates a custom quote PDF in seconds.

Step-by-Step Automation Process

1. Smart Information Gathering: The chatbot asks your visitors the right questions to collect critical data such as product/service needs, quantity, specifications, and contact information.

2. Instant PDF Generation: The collected data is automatically populated into pre-designed templates that match your company's branding. A professional and error-free quote PDF is generated instantly.

3. Automated Email Delivery: The generated PDF is sent to the customer's email address instantly. At the same time, a copy is forwarded to your sales team, making it easy to track the process. With this automation, you'll never miss an opportunity.

Palmate AI's Advantages Over Competitors

Many chatbot solutions on the market are general-purpose. Palmate AI, however, is specifically focused on B2B quote automation.

Customizable B2B Flows

Unlike generic chatbots, Palmate AI can understand complex B2B product and service configurations. It allows you to create industry-specific questions and logic flows to ensure you get the most accurate information from the customer.

Flexible PDF Templates

Unlike competitors that only provide text-based responses, Palmate AI allows you to create dynamic and professional PDFs that match your corporate identity. You can easily add your logo, company information, and custom terms.

Easy Integration and Management

It can be easily integrated into your website without requiring complex coding knowledge. You can manage your quote templates and chatbot dialogues through a user-friendly panel. This makes the 'chatbot quote pdf generation' process accessible to everyone.

Frequently Asked Questions

Find the most frequently asked questions and answers about Automate B2B Quotes with a Chatbot here.

How does the chatbot automatically generate a quote PDF?
Palmate AI interacts with your B2B customers on your website to gather their needs and contact information. It instantly populates this data into your pre-designed corporate template to create a personalized quote PDF. This generated PDF is emailed to both the customer and a copy is sent to your sales team for follow-up. This automation significantly speeds up the sales cycle.
Can I customize the generated PDF quote templates to match my brand?
Yes, absolutely. Through the Palmate AI panel, you can create fully customized PDF templates that include your logo, company colors, contact information, and legal texts. This ensures all your quotes are 100% consistent with your corporate identity.
What websites and systems can Palmate AI integrate with?
Palmate AI can be easily integrated with popular website platforms like WordPress, Shopify, and Webflow, as well as custom-coded sites. Additionally, thanks to its API support, it can exchange data with your CRM and other business software.
Does setting up this system require technical knowledge?
No. To add Palmate AI to your website, you just need to paste a simple code snippet we provide. You can use our user-friendly interface to design chatbot conversations and PDF templates, no coding knowledge is required.
Does it only generate quotes, or does it also collect lead data?
Palmate AI does both. While its main function is quote PDF generation automation, it also saves all the customer data it collects during the process (name, email, phone, company, needs, etc.) to your system. This creates a valuable lead pool for your sales and marketing teams.