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Quoting Automation

CRM and revenue operations · by Poka Labs

Turn customer emails into finalized quotes in minutes.

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Where it ranks

Current edition · updated Oct 20, 2026

What it does

Turn customer emails into finalized quotes in minutes. AI agents parse RFQs, automatically route to the right rep, apply pricing logic, and draft quotes.

  • pricing automation
  • quoting automation
  • guided selling
  • pricing consulting
  • margin optimization
Category
CRM and revenue operations
Users
manufacturing, distribution
Public API
Not offered

Not yet disclosed: deployment options, platforms, languages and support channels.

Pricing

Pricing isn't published

Poka Labs doesn't list prices publicly. Ask them for a quote.

Security and compliance

As reported by Poka Labs. Ask for audit reports before you buy.

  • SOC 2 Type IICompliant
  • Data encrypted at rest (AES-256)
  • Data encrypted in transit (TLS 1.2+)
  • MFA required for critical services
  • Web Application Firewall (WAF) used
  • VPN used
  • Regular third-party penetration testing
  • Penetration testing performed within the last 12 months
  • Data is isolated and never used to train public models
  • Disaster recovery plans tested
  • Automated backups enabled
  • Audit logs collected
  • Incident response policy established
  • Vendor management program established
  • Vulnerability management policy established
  • Automated security scanning performed on infrastructure

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