Products and distribution
Quote SKUs, variants, packs, quantities, customer price books, delivery areas, stock-dependent lead times, schemes, and taxes.
- Manufacturing
- Wholesale and distribution
- Equipment and parts
Boni Quotations
AvailableSend the quotation while the buyer is still ready to buy.
Boni Quotations turns complete enquiries into ready-to-review quotations in seconds using your catalog, pricing, tax, terms, approvals, and sales process.
For: MSMEs, manufacturers, distributors, service businesses, agencies, contractors, rental operators, and enterprise sales teams with slow or inconsistent quotation workflows.
What the product connects
One operating record across the workflow
Understand the enquiry
Use the buyer conversation, customer context, product or service requested, quantity, location, timing, and every detail your process requires.
Ask what is missing
The AI follows the Quote Playbook for that request and asks the smallest useful set of questions before it prices anything.
Prepare the quotation
Apply the approved catalog, price book, formula, tax, validity, terms, discount limits, and template to a canonical ready-to-review draft.
How it works
Teach the process once. Stop rebuilding every quotation from scratch.
Boni fits around the way your business already sells. The first rollout captures the real decisions your team makes, turns them into a governed Quote Playbook, and connects that playbook to the buyer conversation and the accounting record.
- 01
Map how you quote today
Walk through real enquiries, spreadsheets, catalogs, rate cards, old quotations, approval habits, exclusions, and the judgement calls that slow the team down.
- 02
Build the Quote Playbook
Document the required questions, product and service families, pricing logic, taxes, terms, discount authority, exception rules, and who owns each decision.
- 03
Connect the source records
Use approved catalog, price-book, customer, CRM, inventory, tax, Knowledge, and document-template sources instead of copying values into a second uncontrolled sheet.
- 04
Let AI complete the enquiry
When a request arrives, the AI identifies the quote type, extracts the facts already provided, and asks only the relevant missing questions.
- 05
Create the draft in seconds
Once the required facts are complete, Boni applies the approved rules and creates a versioned, calculated quotation draft in the canonical accounting workflow.
- 06
Review, deliver, and follow through
The right person reviews exceptions or discounts, sends through the approved channel, and keeps delivery, replies, revisions, follow-up, and CRM stage connected.
Product scope
What the product covers.
AI intake from enquiries captured in Bow Chat, email, forms, voice workflows, CRM, Bino, or an approved integration.
A Quote Playbook for each product, service, project, rental, or commercial family your business sells.
Relevant follow-up questions based on what the buyer has already said and what the selected quote type still requires.
Approved catalogs, variants, bundles, price books, quantity tiers, formulas, service areas, travel charges, and lead-time rules.
Tax treatment, place of supply, validity, inclusions, exclusions, payment terms, and reusable commercial clauses.
Human approval for configured discounts, high-value requests, unusual terms, missing source data, and other exceptions.
Canonical Decimal calculation, replay-safe draft creation, version history, source references, and an accountable reviewer.
CRM opportunity and customer context, task routing, delivery evidence, replies, revisions, and quotation follow-up.
Templates and output designed around the business identity and the information its customers actually need.
Operating areas
Built for the quotation work that varies by business.
Services and projects
Turn scope, location, effort, milestones, materials, dependencies, exclusions, and payment schedules into a consistent commercial draft.
- Agencies and professional services
- Construction and interiors
- IT, maintenance, and AMC work
Events, travel, and rentals
Handle dates, capacity, duration, venue or route, equipment, staffing, add-ons, deposits, cancellation terms, and availability checks.
- Events and catering
- Travel and logistics
- Equipment, vehicle, and space rental
AI inside the operation
AI should prepare work, explain risk, and improve decisions—not invent operational truth.
Requirement understanding
Extract products, services, quantities, dates, locations, constraints, and buyer intent from a messy message or conversation.
The original enquiry and source records stay attached; the model does not become the source of truth.
Question selection
Choose the next question from the business-approved Quote Playbook and avoid asking for facts the buyer already supplied.
No required fact is silently assumed merely to make the quote look complete.
Draft preparation
Assemble the commercial structure, explanation, inclusions, exclusions, and terms around deterministic line-item and tax calculations.
AI may prepare and explain; approved source data and calculation rules determine price and tax.
Exception and approval routing
Detect missing prices, unusual discounts, non-standard terms, conflicting information, or requests outside the configured service area.
An exception goes to the named human owner instead of being converted into a confident-looking promise.
Follow-up assistance
Keep the quotation, buyer reply, requested revision, next action, and commercial stage connected to the same customer record.
External messages still follow the approved sender, audience, suppression, and review policy for that business.
Implementation paths
Start where the operating gap is real.
One quote family
Start with the product, service, or project type that loses the most time or enquiries today and make that path reliable first.
Sales-team rollout
Connect multiple quote families, customer price books, branches, approval limits, CRM stages, and shared templates for one commercial team.
Conversation-led quoting
Add the configured quote flow to Bow Chat, email, a form, voice intake, Bino, or another channel where enquiries already arrive.
Start with a defined operating scope.
Each rollout names the workflow, participants, source records, owner, success measures, and the parts that remain in existing systems.
No invented prices
If the catalog, rate, formula, availability, or required fact is missing, Boni asks, holds, or routes the case. It does not guess the commercial answer.
Ready-to-review is not automatically sent
A complete draft can be prepared in seconds. Delivery happens only through the approval and channel policy configured for that quote type.
Complexity becomes a playbook
Branches, products, territories, taxes, exceptions, discount limits, and specialist judgement are documented explicitly instead of hidden inside one employee's memory.
One commercial record
The quotation belongs in Boni Accounting, customer and opportunity context belongs in CRM, work belongs in Tasks, and conversations stay in their channel ledger. The product connects those owners rather than copying them into a new database.
Connected products
Use it alone, or connect the next part of the operation.
Bow Chat
Capture buyer messages, email, calls, forms, assignment, replies, and delivery evidence where the sales conversation already happens.
Explore Bow ChatBoni Accounting
Keep calculated, tenant-scoped quotation drafts, versions, tax context, and later invoice or payment work in the financial source of truth.
See the operating layerBoni AI Agents
Run the governed requirement, question, drafting, exception, and handoff work with execution and approval evidence.
Explore AI AgentsProduct guide
See what to prepare, how a Quote Playbook works, the daily workflow, statuses, controls, and rollout checklist.
Open Docs.boni.oneLaunch announcement
Read why Boni made fast, process-aware quotations a first-class product across the operating system.
Read the newsroom releaseQuestions
Common questions
How can Boni prepare a quotation in seconds if our process is complicated?
Boni first turns your current quotation process into a Quote Playbook: the products or services you sell, questions required for each quote type, price books and formulas, taxes, terms, exceptions, approval limits, and document format. Once the required facts are present, the AI can assemble the ready-to-review quotation immediately instead of rebuilding the logic for every enquiry.
What happens when the customer has not shared enough information?
The AI asks only for the missing details required by the relevant Quote Playbook. It can keep the enquiry in a needs-details state, explain what is missing, and route unusual cases to the right person rather than invent a price or promise.
Does the AI send quotations without approval?
Only if your approved policy explicitly allows a bounded quote type to be sent automatically. The normal rollout creates a ready-to-review draft first. Discounts, exceptions, unusual terms, high values, and other configured cases stay behind human approval.
Can it work with WhatsApp, email, forms, calls, or our CRM?
Yes. Boni Quotations can use enquiries captured through Bow Chat, forms, voice workflows, CRM, Bino, or an approved integration. The first rollout connects the channels and systems that already carry the buyer conversation instead of forcing a second intake process.
Is Boni Quotations only for small businesses?
No. It is useful for an MSME that needs one reliable way to quote and for a larger company with branches, price books, approval limits, tax rules, product variants, and multiple teams. The same product starts with one bounded quote family and expands after the rules and outcomes are verified.
Start with one bounded workflow