Quote drafter
Turns a deal into a priced quote from your Books catalogue, with GST worked out, for you to check and send.
How it works
Say "make a quote for this deal" on the web or WhatsApp. It reads the deal in FlowCRM (products, amount, stage, recent activities), your price list in FlowBooks and the customer (GSTIN and state), and drafts a quote: catalogue items and prices only, discounts within your company's limit, GST per line (CGST + SGST or IGST by place of supply), validity, payment terms and a short cover note. A discount above the limit needs a sales manager. Nothing is created until you confirm; then the quote is saved in FlowBooks and an email to the customer waits for you to send. It can also check any quote for prices, discounts, validity and tax.
A quote draft uses a few credits. Checking a quote is free.
What it reads
- Your deals, their contacts and recent activities in FlowCRM
- Your items, prices, GSTINs and customers in FlowBooks
When it starts
- When you ask for a quote or a check
What it can do
- Create a quote in FlowBooks and note it on the deal (after you confirm)
- Email the quote to the customer's contact as you (after you confirm)
What it never does
- Quote an item or a price that isn't in your catalogue, or give a discount above the limit without a sales manager
Safe by design
- One assistant, many agents. Ask the Employee assistant in the app or on WhatsApp; it calls the agents your company has hired that you may use.
- Hired, not switched on. Your admin hires each agent from the catalogue and chooses who can use it.
- Agents propose, people confirm. Anything that changes data, like a leave request, waits for a person to confirm it.
- Same access as the user. An agent sees only what the person asking is allowed to see.
- AI processing in India. Agents run on models hosted in India (AWS Mumbai).
- Budgets and a hard stop. Set a monthly credit limit per agent; agents stop when credits run out.
- Every run recorded. Admins see each run, the credits it used and what it did.
Frequently asked questions
What does the Quote drafter do?
Say "make a quote for this deal" on the web or WhatsApp. It reads the deal in FlowCRM (products, amount, stage, recent activities), your price list in FlowBooks and the customer (GSTIN and state), and drafts a quote: catalogue items and prices only, discounts within your company's limit, GST per line (CGST + SGST or IGST by place of supply), validity, payment terms and a short cover note. A discount above the limit needs a sales manager. Nothing is created until you confirm; then the quote is saved in FlowBooks and an email to the customer waits for you to send. It can also check any quote for prices, discounts, validity and tax.
Can the Quote drafter change data on its own?
No. It asks a person to confirm before it will: create a quote in flowbooks and note it on the deal; email the quote to the customer's contact as you. It never does the following: quote an item or a price that isn't in your catalogue, or give a discount above the limit without a sales manager.
How much does the Quote drafter cost?
A quote draft uses a few credits. Checking a quote is free.. Credits are a paid add-on to any flowwork.ai plan at ₹100 (US$ 1.19) per 1,000 credits, and new companies get 500 free trial credits for 30 days.
Where is the data processed?
Agents run on AI models hosted in India and see only what the person using them is allowed to see. Admins see every run and the credits it used.
Other agents
Tells each salesperson which deals need them, suggests the next step and drafts the follow-up email.
Scores new leads with reasons, spots duplicates and suggests who should own each lead and what to do next.
Shows why deals are won and lost: win rates by source, product, size and stage, with 3–5 plain findings.