Stop wasting time writing offers on your own

Our &act offer assistant generates professional, accurate offers in a few seconds. No more copy-pasting or formatting errors, no more filling in data manually.

  • Reads inquiries from email, WhatsApp, and webforms.
  • Matches products & pricing, then drafts the offer in your CRM/ERP.
  • Generates email + PDF, asks for one‑click review, and sends.
Integrates with HubSpot Salesforce Dynamics 365 Lexoffice DATEV SAP

Assistant at work

Incoming message

Hello,

Could you send me an offer for 1× CNC Milling Machine Model M500, including delivery and installation next month?

Best regards,
Markus Weber
Industrial Solutions GmbH

Intent: Create Offer Due: Next Month

Fully autonomous • Human‑in‑the‑loop when you want

Manual offer creation is killing your business

While you're stuck formatting documents, your competitors are closing deals. Here's what's really costing you:

Wasting time

Jumping between different tools and platforms to gather information and answer offer requests

Lose valuable time that could be spent on closing deals

Slow response times

Taking 2-3 days to create offers while competitors respond in hours

Miss urgent opportunities and lose customers to faster competitors

Losing expertise

Critical knowledge walks out the door when experienced team members leave, creating knowledge gaps

Decreased offer quality and consistency, higher training costs for new hires

Why choose &act offer assistant?

Discover the key advantages that make our AI-powered solution the perfect choice for modern SMEs.

Save Time

Transform hours of manual work into seconds of automated efficiency. Our AI handles the heavy lifting while you focus on what matters most - closing deals and growing your business.

One Tool

Replace multiple disconnected systems with one powerful platform. No more switching between Excel, Word, CRM, and email - everything you need is in one place.

Learning

Our AI continuously learns from your business patterns and preferences, becoming more accurate and helpful with every interaction. The more you use it, the better it gets.

How It Works

Five intelligent steps from inquiry to approved offer. Your AI assistant handles everything automatically.

Choose your industry:

1

Read the inquiry

Automatically captures requests from various channels

Key Features

  • Auto-detects customer, intent, and due dates
  • Processes requests from various channels like email, WhatsApp or web forms simultaneously
  • Assigns requests to the right customer or creates new customers

Incoming Inquiry

Could you send me an offer for <strong>1× CNC Milling Machine Model M500</strong>, including delivery and installation next month?

Intent: Create Offer Customer: Markus Weber Due: Next Month
2

Understand what's needed

Analyzes the inquiry to extract line items and matches them with pricing, terms, and complementary products.

Key Features

  • Checks products, pricing, terms, and complementary services
  • Validates taxes or discounts for the customer
  • Applies dynamic pricing based on volume and history

Understanding

SKU <strong>CNC-M500</strong> · CNC Milling Machine
Availability: 2 in stock
Installation: 40h @ €120/h
Delivery: €1,800 freight truck
Discount: 8% key account
3

Draft the offer

Creates a complete offer in your CRM/ERP system with correct numbering, tax calculations, and terms.

Key Features

  • Creates appropriate offer number
  • Saves offer in your CRM/ERP system
  • Fully integrated into your systems

Offer draft (CRM)

Offer No: <strong>Q‑2025‑1045</strong>
Lines: 1× CNC M500 + Installation + Delivery
Subtotal €116,600 · Discount 8% · Net €107,272 VAT 19% · <strong>Total €127,653.68</strong>
4

Draft the response

Generates a professional email response with offer details and creates a branded PDF attachment.

Key Features

  • Attaches a branded PDF with pricing and terms
  • Individual approach based on past communication
  • Includes all necessary legal and commercial information

Customer email + PDF

Subject:
Your offer Q‑2025‑1045
Hi Markus, please find attached your offer for 1× CNC Milling Machine M500, including installation and delivery. The machine can be delivered within 4 weeks.
Offer_Q‑2025‑1045.pdf
5

Ask for review

Review with three options: approve and send, make edits, or request AI improvements.

Key Features

  • Each offer must be approved before it can be sent
  • Automatically sends the offer via email to the customer
  • Provides full audit trail and analytics

One‑click review

Our Impact

See the results we've achieved

↓ 95%
Time to draft
98%
Accuracy
24/7
Availability

Get Started in 3 Simple Steps

Set up your AI assistant in three easy simple steps and start creating professional offers immediately

1

Connect Your Systems

Integrate with your existing business systems to give the AI access to all relevant data

2

Learn from Past Offers

The AI analyzes your historical offers to understand your business patterns and preferences

3

Assistant Ready to Act

Your AI assistant is now ready to create professional offers on your behalf

All set up in one week

What our customers say

Like a new employee

"It's like having a dedicated team member who never sleeps! The assistant handles all my offer creation seamlessly in the background, and I've reclaimed 8+ hours every week. Now I can focus on what I do best—building relationships with customers instead of drowning in paperwork."
WS
Wolfgang Schneider
CEO
POS Electronic logo

Offers in seconds

"Our &act offer assistant takes care of incoming inquiries. It runs fully autonomous, dealing with all necessary tasks, from calculating delivery cost to sending out offers and sending out the email. I only need to review the offers and send them out. It saves us a lot of time every single day."
DR
Dominik Raab
Vetrieb
ART DI COMO Design logo

Join other forward-thinking SMEs that have already transformed their offer creation process.

We value your trust.

Security is our top priority. We protect data with the highest security and compliance standards, so that every interaction is successful and data remains private.

GDPR
EU AI Act

Ready to transform your offer creation?

Join other forward thinking SMEs that are already saving 40+ hours per month and closing more deals with instant offer creation.