Sales Automation
proposals documents
How to Build an AI Pricing Quote Generator
Generate accurate pricing quotes automatically based on project requirements.
Jay Banlasan
The AI Systems Guy
This ai pricing quote generator takes project requirements and outputs accurate quotes automatically. I use it to cut quoting time from 30 minutes to 30 seconds while keeping pricing consistent.
What You Need Before Starting
- Python 3.8+
- Claude or GPT API key
- Jinja2 for templating
- weasyprint for PDF generation
Step 1: Define Pricing Rules
PRICING = {
"base_rates": {"standard": 150, "premium": 250, "enterprise": 400},
"volume_discounts": {10: 0.05, 25: 0.10, 50: 0.15},
"complexity": {"low": 1.0, "medium": 1.3, "high": 1.6},
}
Step 2: Collect Requirements
def collect_inputs(deal):
return {
"service_type": deal.get("service_type", "standard"),
"quantity": deal.get("quantity", 1),
"complexity": deal.get("complexity", "medium"),
"rush": deal.get("rush", False),
}
Step 3: Calculate the Quote
def calculate_quote(inputs, rules):
base = rules["base_rates"][inputs["service_type"]]
subtotal = base * inputs["quantity"]
for threshold, disc in sorted(rules["volume_discounts"].items()):
if inputs["quantity"] >= threshold:
subtotal *= (1 - disc)
subtotal *= rules["complexity"][inputs["complexity"]]
if inputs["rush"]:
subtotal *= 1.25
return subtotal
Step 4: Format the Quote
from datetime import datetime, timedelta
def format_quote(amount, client):
return {
"quote_number": f"Q-{datetime.now().strftime('%Y%m%d')}-001",
"client": client["name"],
"valid_until": (datetime.now() + timedelta(days=30)).strftime("%Y-%m-%d"),
"total": amount,
}
Step 5: Track Conversion
import sqlite3
def save_quote(quote):
conn = sqlite3.connect("quotes.db")
conn.execute("INSERT INTO quotes (number, client, amount, status) VALUES (?, ?, ?, ?)",
(quote["quote_number"], quote["client"], quote["total"], "sent"))
conn.commit()
What to Build Next
Connect quoting to your inventory or capacity data so quotes always reflect real availability.
Related Reading
- AI in Pricing Strategy - ai pricing strategy optimization
- Using AI for Pricing Page Optimization - ai pricing page optimization
- Building an AI-Powered Pricing Engine - ai pricing engine guide
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