Solyitrx Energy — AI-Powered Quotation Generation Agent

Executive Summary

Client: Solyitrx Energy
Industry: Energy Solutions

Solyitrx Energy's sales conversations often happened verbally and away from a desk, but producing a complete quotation required a laptop and at least 30 minutes of document work. That delay created a vulnerable gap between customer interest and a formal commercial offer.

TEKMO AI developed a conversational quotation agent that turns sales inputs into a structured, review-ready document in approximately two minutes. Representatives can prepare and send the quotation while the prospect is still engaged instead of waiting to return to a laptop.

The Challenge

Quotation generation was slowing down an otherwise fast sales process. After understanding the prospect's requirements, a representative still had to open a document template, enter project details, check the formatting, produce a PDF and send it manually.

Because many opportunities progressed through verbal conversations, waiting 30 minutes or more for the formal document increased the risk of losing momentum. The issue was not only administrative efficiency; it directly affected response speed at a critical point in the buying journey.

The Solution

TEKMO AI created a chat-based quotation workflow using Relevance AI and Make.com. The agent collects the required commercial inputs conversationally, structures them against the quotation format and initiates document generation through connected services.

A review step keeps pricing and commercial approval with the team, while automation removes repetitive drafting and formatting.

How It Works

The representative gives the agent the customer, requirement, product or service, quantity, pricing and commercial terms through chat.
The agent checks for missing information and structures the approved inputs.
Make.com passes the data into the quotation document workflow.
The system generates the formatted document and converts it to a shareable PDF.
The representative reviews and sends the quotation to the prospect immediately.

The experience is designed for use during or directly after a customer conversation, reducing dependence on a laptop and back-office preparation.

Business Results

Quotation turnaround reduced from at least 30 minutes to approximately two minutes.
Sales representatives can generate a formal quotation on the spot while the prospect is still engaged.
Faster delivery reduces the risk of losing opportunities because a quotation arrived late.
Standardized document generation reduces repetitive editing and improves consistency.
The team spends more time progressing opportunities and less time formatting documents.

The agent closes the gap between verbal interest and a professional commercial response, helping Solyitrx Energy maintain momentum at a high-intent stage of the sale.