An hour of formatting disappears
Pulling line items and pricing straight from the deal record replaces the manual copy-and-format routine that used to eat into a rep's day for every single quotation sent out.
Coming soonSales Manager
Generate quotes from the deal record
A rep can send a professional quote in minutes instead of manually rebuilding a proposal document for every deal.
Works with
What it does
How Jeet handles this
Jeet auto-fills a quote or proposal document using the deal's product line items, pricing, and customer details already stored in the CRM. The rep reviews it, sends it, and the deal record logs exactly when it was sent and opened.
A building-materials supplier's sales team spends the better part of an hour building each bulk-order quotation from scratch — copying product codes, checking last quarter's rate card, formatting a PDF that looks professional enough to send to a contractor who's also getting quotes from two other suppliers that same week. By the time it's ready, the rate might already be a day out of date.
Quote and proposal generation pulls straight from the deal record instead — the product line items, the pricing, the buyer's details already sitting in the CRM — and auto-fills a document the rep only needs to review before sending. The deal record then logs exactly when it went out and when the contractor opened it, so nobody has to ask whether the quote actually arrived.
Where generate quotes from the deal record happens
Jeet runs this directly on the platforms your customers already use — no separate app for them to install.
- Gmail
- Slack
How it works
Step by step
- 01
The quote pulls from the record
Product line items, quantities, and pricing already stored against the deal auto-fill directly into a quote document, so a rep isn't manually retyping details that already exist somewhere else entirely in the system already, saved.
- 02
The rep reviews before sending
The auto-filled draft is checked by the rep for accuracy — correct rates, correct quantities — before it's sent, keeping a human firmly in control of the final numbers rather than trusting the template blindly every time.
- 03
Sending is logged to the deal
The moment the quote is sent, that action and its timestamp attach to the deal record automatically, so anyone checking later can see exactly when the contractor actually received it and finally, properly read it.
- 04
Opens are tracked the same way
When the contractor opens the quote, that's logged too, giving the rep a clear signal for exactly when to place the follow-up call while the numbers are still genuinely fresh in the buyer's own mind.
Why it matters
What you get out of it
Nobody wonders if it arrived
A logged send time and open event settles the "did they get it" question without a rep having to call and ask, or wait anxiously for a reply that may not come quickly.
Follow-up timing gets sharper
An open event gives the rep a real moment to call back around, rather than picking an arbitrary day and hoping the contractor is still thinking about the quote.
The detail
What to know before you rely on it
Auto-filling a quote is only as accurate as the product catalog it draws from, and a supplier with rates that move with market conditions — steel, cement, and similar bulk materials often do — needs that catalog kept current, because a quote generated from a stale price list can commit the business to a rate that no longer reflects cost. This isn't a flaw in the generation step; it's a reminder that the feature makes sending a quote faster, but the responsibility for the catalog being right sits with whoever maintains it, and that discipline matters more, not less, once quotes generate automatically rather than being built by hand each time.
A generated quote carries the contractor's business details, negotiated pricing, and commercial terms — information both sides consider sensitive, especially where a rival supplier seeing another's rate to the same contractor could undercut it. Sharing needs a controlled link rather than a public URL anyone with the address could open, because a quotation is a commercial document, not marketing material meant for wide circulation.
Version control matters once a quote has gone out and then needs changing — a contractor asking for a different quantity after the first draft creates a second version, and the deal record needs to make clear which is the live one under discussion versus which was superseded. A rep working from an old version while the contractor negotiates a newer one is a real source of confusion on a live deal, and the record should always show plainly which quote was sent last and what changed between versions.
Industry use cases
Where this earns its keep
6 industries where Jeet applies this directly.
Jeet tracks test-drive leads and financing inquiries through a pipeline from showroom visit to delivery, and reminds reps to follow up on aging quotes.
A dealership's website form captures an interested buyer's contact details, Jeet creates the lead and assigns it to the on-duty sales rep, and a follow-up task is created if the rep hasn't logged an activity within two days.
See the automotive playbookJeet manages multi-stakeholder deal pipelines, sequences outbound prospecting to target accounts, and forecasts quarterly revenue from weighted pipeline value.
A software reseller's rep enrolls a shortlist of prospect companies into an email-and-call sequence, and Jeet pauses the sequence automatically the moment a decision-maker replies so the next touch is a live conversation instead of another templated email.
See the b2b sales playbookJeet routes loan or insurance inquiries to the right product specialist and keeps a compliant record of every call and consent given.
A financial advisory firm receives an inbound inquiry through its website, Jeet routes it to the specialist covering that product line, and the call recording consent is logged before any call is placed.
See the banking and finance playbookJeet manages consultation-to-order pipelines for interior design or furnishing projects, tracking quote versions as project scope changes.
A home-decor studio's client requests a revised quote after a site visit, and Jeet keeps both quote versions attached to the same deal so the rep can see exactly what changed.
See the home decor and furnishing playbookJeet tracks site-visit bookings and follow-ups for property inquiries, and forecasts likely closings by project and stage.
A broker's site-visit is scheduled through the meeting scheduler, and Jeet automatically creates a follow-up task for the day after the visit so interest doesn't fade before the next contact.
See the real estate playbookJeet manages custom-itinerary inquiries as a pipeline, tracking quote sends and follow-ups until the booking is confirmed and paid.
A travel agent's WhatsApp inquiry about a family holiday package becomes a deal, and Jeet tracks when the itinerary PDF is opened so the agent knows exactly when to call and close.
See the travel and tourism playbookMore from Jeet
Everything else it handles
Unify every lead in one inbox
The business stops losing leads that arrive scattered across WhatsApp, website forms, calls, and marketplaces because every new contact lands in one place automatically.
Learn moreVisualize the full deal pipeline
Sales owners see exactly where every deal stands and which ones are stuck, instead of guessing from memory or a spreadsheet.
Learn moreRank leads by likelihood to buy
Reps spend their limited calling time on the leads most likely to convert instead of working the list top-to-bottom.
Learn moreAuto-move deals on trigger
Deals stop sitting untouched in the wrong stage because Jeet updates them the moment a defined event happens, without a rep remembering to do it.
Learn moreAutomate follow-up sequences
No lead goes cold because they weren't followed up with — the next email, call reminder, or WhatsApp message goes out on schedule without a human remembering.
Learn moreCall leads without leaving jeet
Reps make and log calls from inside one screen instead of switching to a phone and then re-typing notes into the CRM afterward.
Learn moreQuestions
Straight answers.
What happens if the product catalog's pricing is out of date when a quote is generated?
The quote will auto-fill with whatever price is currently stored against that product, so a stale catalog produces a stale quote — the generation step pulls what's there, it doesn't independently verify the rate against current market cost. Keeping the catalog current matters more once quoting is automated, since a rep isn't manually checking last quarter's rate card as a natural part of building the document by hand anymore.
Can a competitor supplier see the price we quoted a specific contractor?
Not if the quote is shared through a controlled link rather than a public URL — quotes contain commercial terms and negotiated pricing that the business has every reason to keep from being visible to anyone besides the intended recipient. A publicly guessable or shared link would expose exactly the kind of detail a rival supplier could use to undercut the deal.
If a contractor asks for changes after seeing the first quote, does the old version disappear?
No — a revised quote should create a new version rather than overwrite the original, so the deal record keeps both and makes clear exactly which one is currently live under discussion. This matters because a rep working from the wrong version mid-negotiation is a genuine source of confusion on a deal that's actively moving and being actively discussed right now, today.
How do we know if the contractor actually looked at the quote before we call to follow up?
An open event is logged against the deal the moment the contractor views the quote, giving the rep a real signal for timing the follow-up call rather than guessing at a day that feels reasonable. This doesn't replace judgement entirely — a contractor who opens a quote and takes days to reply may simply be comparing it against others — but it does tell the rep the quote genuinely reached and was seen by the intended person.
The rest of your stack
It plugs into what you already run.
Jeet connects to your tools
No rip-and-replace — generate quotes from the deal record works alongside the systems already running your business.
- HubSpot
- Salesforce
- Zoho
- Google Sheets
- Calendly
- Typeform
- Airtable
- Zapier
- Intercom
- Twilio
Coming soon