Automated quotes on WhatsApp,with your prices and your rules
The customer asks for a price on WhatsApp and waits. While someone looks up the current price list and works out the discount, the inquiry goes cold or another supplier takes it. An AI agent quotes in the same chat, with your price list, your discounts and your inventory, and logs the quote in your CRM.
How do you automate quotes on WhatsApp?
To automate quotes on WhatsApp, an AI agent connected to the official API understands the customer's request in natural language, checks that account's price list, inventory and terms in your ERP, applies discounts and taxes according to your rules, and sends the quote in the chat. The quote is logged in your CRM, and anything outside the rules goes to a sales rep.
It is what sales software calls CPQ (configure, price, quote), brought to the channel where your customers already ask for prices. The difference from a traditional CPQ is who runs it: the rep does not have to open any system, because the request comes in through WhatsApp and the agent handles all three steps inside the conversation.
Why B2B sales are lost at the quote
In B2B almost nobody buys without asking for a price first, and price requests arrive whenever they arrive: a Tuesday at 7 p.m., a Saturday morning, in the middle of twenty other inquiries. It is the step that depends most on someone having time, which is why it is where the most sales slip away.
Manual quoting fails in three ways, and all three cost sales:
- Delay: the customer who asked for a price at night gets the answer the next day, after someone else has already quoted. A lead contacted within the first hour is nearly seven times more likely to qualify than one contacted an hour later (Harvard Business Review, 2011).
- Pricing errors: the old price list someone saved, the volume discount applied twice, the tax nobody added. Every error is lost margin or a sale that falls apart at invoicing.
- Versions: three PDFs with different prices floating around the chat and nobody knows which one the customer accepted. The CRM shows something else, if it shows anything at all.
What the agent needs to quote correctly
An automated quoting tool on WhatsApp, or a WhatsApp CPQ if you think of it from the sales software side, is only as good as the data it reads. If the agent reads a price PDF that was uploaded once, it quotes old prices. If it reads your ERP and your CRM in real time, it quotes the way a rep with an up-to-date price list would.
These are the data points it has to be able to check, and where they usually live:
| Data | What the agent uses it for | Where it usually lives |
|---|---|---|
| Catalog and equivalents | Understanding what the customer is asking for even when they name it their own way, with units, pack sizes and codes | ERP or product master |
| Customer price list | Applying the list that belongs to that account, channel or region | ERP |
| Tiers and discounts | Calculating the volume or payment-terms discount within your policy | ERP or written commercial policy |
| Taxes | Showing the final price with the taxes that apply to that customer | ERP |
| Inventory and lead times | Stating the delivery time based on real availability | ERP or warehouse system |
| Account and terms | Knowing who the customer is, who their rep is and what their payment terms are | CRM and the ERP's accounts receivable |
Sellium integrates with SAP, Oracle, Tango, Odoo, NetSuite and other ERPs to read inventory, prices and account balances.
No integration: no automated quote, just a bot that repeats a PDF. The connection to your ERP is what makes the price sent on WhatsApp the same one that gets invoiced later.
The rules you need to define before automating
The agent does not make up commercial policy: it applies yours. That is why the most important groundwork is writing down the rules that usually live in each rep's head.
With these six definitions, the agent knows what it can quote on its own and when it has to hand the conversation over:
- List per customer: which list applies to each account, channel, region or purchase volume, and which one a new customer sees before one is assigned.
- Maximum discount: the ceiling the agent can apply without approval. Above it, the quote goes to whoever approves it, with the order already built.
- Tiers and minimums: the quantity at which the price changes, whether there is a minimum order and whether you sell in multiples of a case or a pallet.
- Validity: how many days the quote is valid and what happens to the price if the customer accepts later.
- Delivery time: how it is calculated based on available inventory, region and the day of the order.
- Handoff: which cases go to a rep, such as off-catalog products, large amounts, strategic accounts or a customer who asks to talk to a person.
Where to start: with what is already written down, such as the current price list, the discount policy and the terms of sale. Whatever is not written down gets mapped during implementation, and that is usually where the exceptions that eat up the most team time show up.
Standard or custom quote: what the agent quotes and what it hands off
Not everything gets automated, and it does not need to be. The rule of thumb: if the quote comes from applying rules, the agent does it; if it comes from negotiating or designing a solution, a person does it. A good share of the price requests a distributor or a manufacturer with a catalog receives are of the first kind.
It matches what buyers say: in a Gartner survey, 61% of B2B buyers prefer a rep-free buying experience, but they look for a person when they need to decide whether a solution fits their company (Gartner, 2025).
| Situation | Who quotes | Why |
|---|---|---|
| Catalog products at list price | The agent, on its own | It is applying the customer's list: there is nothing to negotiate |
| Volume discount within the tier | The agent, on its own | The tier is defined and the agent calculates it without errors |
| Repeat order from a customer with their own list | The agent, on its own | It pulls that account's list and terms |
| Discount above the authorized maximum | The rep or the approver | It is a commercial decision: the agent hands it off with the order already built |
| Off-catalog or special product | The rep | There is no price on file: the agent gathers what the customer needs and passes it on |
| Project with drawings, a tender or a technical spec | The rep, with the request already gathered | It needs costing or design: the agent collects the details before handing off |
| Strategic account or large amount | The rep | The relationship matters; you set the threshold |
Thresholds (maximum discount, amount, strategic accounts) are set by each company during implementation and adjusted with use.
Following up on the quote you sent
A quote with no follow-up is a sale that depends on the customer's memory. Because the agent logged it in the CRM, it knows what was quoted, to whom and when it expires, and it can pick it back up without anyone having to remember.
One WhatsApp rule governs everything: as long as the customer wrote in the last 24 hours, the agent can reply freely, and the first 1,000 service messages per number per month are free. After that, you can only message them with a template approved by Meta, which is billed according to its category. The details are in the WhatsApp Business API cost.
When the customer accepts, the quote becomes an order in the same conversation, with a payment link if needed: we cover it in WhatsApp order taking.
- Within 24 hours, it answers questions, adjusts quantities and resends the updated quote.
- Before it expires, it sends a reminder with an approved template, if you set it up that way.
- If the customer asks for something outside the rules, it hands the conversation to the rep with the quote and the history.
How an automated quote on WhatsApp works
From the customer's message to the quote logged in the CRM, with nobody building a spreadsheet in between.
The customer asks for a price in the chat
By text or voice note, the way they would ask a rep: which product, how many units, where they need it and by when.
The agent recognizes the account
It looks up the customer in the CRM by their number and pulls their price list, payment terms and assigned rep.
It builds the quote with your rules
It applies the customer's list, the volume discount, taxes and the delivery time based on real ERP inventory.
It sends it in the chat
As a detailed message, as a PDF in your company's format or both, with the validity date in plain sight.
It logs it in the CRM
It creates or updates the opportunity and the quote in Salesforce, with the products, the amounts and a summary of the conversation.
It keeps the conversation going or hands off
It answers questions and adjusts quantities. If the customer accepts, it takes the order; if they ask for something outside the rules, it passes it to the rep with the context.
Speed, buyers and the channel, by the numbers
Third-party figures with a published source, to size up the problem. None of them is a Sellium result.
7x
More likely to qualify a lead when contacting it within the first hour than one hour later
70%
Of sales reps' time goes to non-selling tasks, by their own account
24 h
From the customer's last message to reply without a template; after that, only with an approved template
Caveats: the Harvard Business Review figure measures web leads contacted by phone or email, not WhatsApp quotes, and is used as a reference for response speed. The Gartner survey covered 632 B2B buyers, who still prefer to talk to a rep when deciding whether a solution fits. Meta updates its messaging rules several times a year; check the current ones in its documentation.
Sellium: quotes with your rules and logs it in your CRM
Sellium is delivered configured with your lists, your discounts and your systems: it is not a platform you have to build on. It quotes the standard cases in the chat, hands off what falls outside the rules and logs every quote. That is how it works in Wholesale Distribution and Construction Materials.
Sellium
AI sales agent for WhatsApp
Sellium is Vantegrate's AI sales agent for WhatsApp: it runs on the official API, understands requests by text and voice note, quotes from your price lists, takes the order and logs everything in your CRM, around the clock.
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Sellium reads and writes your objects, respects your profiles and permissions, and works alongside Agentforce and your existing flows.
Vantegrate and SalesforceFrequently asked questions about automated quotes on WhatsApp
What sales leadership and sales operations usually ask before letting an agent quote.
Can it apply discounts?
Can it apply discounts?
Yes, the ones your policy allows: by volume, by customer list, by payment terms or for a current promotion. The limit is the maximum discount without approval you define: up to that point the agent applies it on its own; above it, the quote goes to whoever approves it, with the order already built.
Does it send the quote as a PDF?
Does it send the quote as a PDF?
Yes. It can send it as a message in the chat, with products, quantities, prices, taxes, delivery time and validity, as a PDF in your company's format, or both. The format is defined during implementation, and the quote is logged in the CRM with the same figures the customer saw.
What happens if the customer asks for something off-catalog?
What happens if the customer asks for something off-catalog?
The agent does not make up a price. It gathers what the customer needs (product, dimensions, quantities, timing) and hands the conversation to the right rep with all of that filled in. The opportunity stays open in the CRM so it does not get lost in the chat.
Is the quote logged in Salesforce?
Is the quote logged in Salesforce?
Yes. Sellium runs inside Salesforce: the quote is stored in the objects your team uses, typically the opportunity and the quote, with the products, the amounts and a summary of the conversation, respecting your org's profiles and permissions. How we work with the platform is on our Salesforce page.
Does it follow up if the customer does not reply?
Does it follow up if the customer does not reply?
Yes, with one condition set by WhatsApp. As long as the customer wrote in the last 24 hours, the agent can pick the conversation back up freely. After that, proactive follow-up requires a template approved by Meta, which is billed as a separate message. Meta sets the category based on the content, and a template that mixes information with promotion is billed as marketing.
How much does it cost to automate quotes with Sellium?
How much does it cost to automate quotes with Sellium?
Sellium is priced in two parts: an initial implementation quoted for your company (process mapping, training the agent on your lists and rules, integrations and adjustments) and a monthly subscription with AI credits that scale up if your volume grows, with no lock-in. You pay for WhatsApp messages directly to Meta, with no markup from us. The breakdown is in how much a WhatsApp AI agent costs; for your number, request a quote.
Get the quote out while the customer is still in the chat
Tell us how you quote, which price lists and discounts you use and which systems you work with. We will show you how Sellium builds the quote with your rules and logs it in your CRM.