More and more people ask an AI chatbot to write a quote. That works for text, but a quote is more than text.
What a chatbot does well
- Word a neat introduction or summary.
- Rewrite or translate an existing quote text.
- Draft a first structure.
Where it goes wrong
- Prices and quantities. A chatbot does not calculate reliably, and does not know your prices. You have to check everything yourself.
- No fixed foundation. You start every quote anew: no numbering, no products, no logo.
- No follow-up. Sending, signing, following up and invoicing still have to be arranged separately.
- Privacy. If you paste customer details or a conversation into a general chatbot, you often do not know where it ends up.
The best of both worlds
AI is strong at language and summarising; code and formulas are strong at calculating. The combination works best:
- AI listens to the conversation and summarises it.
- Your own products and calculation rules decide items, quantities and prices.
- You check and send.
When is a chatbot enough?
For a one-off quote with text you check yourself, it can do. If you make quotes regularly, a tool that knows your data pays off.
This is how Dealnote works: AI for the conversation, your prices and formulas for the calculating. Read why AI should never calculate the quantities.