In B2B sales processes, the most critical step after persuading the customer is presenting a professional price quote. However, the proposal preparation process is often a complex and time-consuming operation for sales representatives.
Selecting the right product items, checking current prices, calculating discount rates, and conveying all of this to the customer representative in a proper format requires attention. Doing this manually on HubSpot is a process prone to errors, especially in proposals with many items or options. Incorrect pricing or a delayed proposal can cause months of sales effort to go to waste at the last moment.
Natural Language Quote Creation
Niona AI eliminates this difficulty by transforming the proposal preparation process into AI-supported automation. The sales representative simply tells Niona what they want to do in natural language.
💬 Example Command
"Prepare a quote for XYZ Company containing 5 Pro Licenses and 2 days of Training Consultancy, with a total discount of 10%"
Niona understands the user's intent, finds relevant items from the product catalog, pulls unit prices, and applies the requested discount, performing mathematical calculations flawlessly.
Instant HubSpot Integration
The system instantly processes this data it creates into HubSpot's Quote module. A quote record is created in the draft stage and becomes ready for preview within seconds. Niona not only adds standard products but can also add details such as payment terms, quote validity period, and customer-specific notes via voice or text command.
Clicks and data entries that would manually take minutes are reduced to a single-sentence command with Niona. This speed ensures a professional response is made while the customer's request is hot.
Easy Revisions and Management
The stages after the quote is created are also under Niona's control. The representative can continue to manage the process with commands like "submit quote for approval" or "download as PDF."
Additionally, making changes to past quotes is very easy. When told "Copy the quote we sent to ABC firm last week, just make the license count 10 and create a new quote," Niona understands the context and performs the revision within seconds. This agility allows sales teams to focus on closing the sale rather than administrative tasks and increases customer satisfaction.
Create Quotes in Seconds
Stop wasting time on complex forms. Let Niona handle the quotes.
Try Quote Creation