Stop Losing Custom Quotes to Inbox and Specification Sprawl

The problem

Custom solutions quoting lives across CRM records, shared inboxes, specification spreadsheets, and follow-up email chains. Each handoff loses context, timelines slip, and sales engineers spend hours tracking status rather than moving work forward. No one has a live view of where a quote stands without digging.

What this app does

An agentic quoting copilot that holds the full custom solutions workflow in one surface. When a new request lands, the app stages the quote through spec gathering, pricing review, and approval in a structured flow. The AI agent drafts spec summaries, flags missing information, and surfaces similar past quotes as reference. Sales engineers update status inline and the customer-facing record updates automatically—no separate data entry.

Key takeaways

• One surface replaces CRM tabs, email chains, and specification spreadsheets
• AI drafts spec summaries and surfaces comparable past quotes
• Approval stages move work forward without status chase emails
• Live pipeline view shows every quote and its current bottleneck

Who it's for

Custom solutions sales engineers, inside sales coordinators, and operations leaders in industrial manufacturing, equipment distribution, and specialty B2B sales.

Stop losing custom quotes to inbox and spreadsheet chaos

See how Domo can collapse your custom quoting steps into a single guided surface. Request a tailored quoting copilot for your solutions team.

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