Quotes are not documents.
Quotes are decisions in motion.
Cotizera is a quoting and deal-tracking system for LATAM SMBs. The agent opportunity is not a chatbot on top. It is the repeated operational work around every quote.
Workflow
From request to quote draft.
The agent gathers requirements, checks context, and prepares the first version of the quote.
Sales agent
The agent supports the seller.
It carries repetitive work while the human keeps pricing judgment and relationship context.
Data
The agent needs business records.
Customer, product, pricing, inventory, and pipeline data matter more than the chat UI.
The problem
Sales teams lose time in the same places.
They collect requirements.
They ask for missing details.
They write quotes.
They generate PDFs.
They send WhatsApp follow-ups.
They update the pipeline late.
The value is not just speed.
The value is fewer dropped steps.
The agent shape
The useful agent does not replace the seller.
It carries the repeated path:
- Read the incoming request.
- Normalize the customer and product context.
- Call pricing, catalog, and CRM tools.
- Draft a quote.
- Generate or prepare a PDF.
- Draft the WhatsApp handoff.
- Update the pipeline.
- Save a trace for review.
Where the engineering lives
| Layer | What it needs |
|---|---|
| Intake | Forms, WhatsApp text, email, notes, attachments. |
| Tools | Product lookup, pricing, customer records, PDF generation, CRM updates. |
| Rules | Business constraints, approvals, margin guardrails, follow-up timing. |
| Tests | Prompt regression for quote flows and edge cases. |
| Evidence | Logs, tool call records, generated artifacts, and reviewable ledgers. |
Why this belongs with agents
Cotizera is close to the place where agents become business software.
The agent touches real records.
It creates customer-facing artifacts.
It needs permissions.
It needs tests.
It needs evidence.
That is a better benchmark than a demo conversation.
Related writing
- The Intelligent Sales Agent
- How AI Should Analyze Your Data
- The Data Infrastructure Nobody Wants to Build