AI quotation and proposal automation in the UAE
Every quote goes out while the enquiry is still warm, and the follow up happens whether or not anyone remembers.
The enquiry, the specification, the terms this account already agreed and the last quote it accepted are read as the request arrives, and the proposal is assembled against your rate card and your own exceptions. The price stays a decision your people make, and anything your rules do not cover stops at the person who owns the number with the reason attached.
Four jobs a sales desk repeats.
Lead to proposal
Out while the enquiry is still warm.
A request lands with a specification behind it, a thread above it and a history with this account that one person remembers. The proposal is assembled against your rate card, your terms and what this customer was quoted last time, and the chase runs on its own schedule after it goes.
The RFP and the questionnaire
Answered from what your firm has already answered.
A tender pack, an RFP or a client security questionnaire arrives with more questions than anyone wants to open, and most of them your firm has answered before in a submission nobody can find now. The draft comes back built from your own approved language and your own past responses, and every answer that needs the owner of that subject is routed to them marked.
The discount matrix, encoded
Your pricing rules applied the same way every time.
The tiers, the volume breaks, the approval thresholds and the account exceptions that live in one person’s head get written down once and applied to every request that arrives. What the matrix does not cover stops there and goes to the person who owns the number, with the request and the reason attached.
Pipeline and forecast assembly
Built from the record, not from the week’s memory.
The pipeline review and the forecast are assembled from what the record actually says, across the CRM, the quote log and the spreadsheet where the real numbers live. What moved, what slipped and what has gone quiet is laid out before the meeting, with the gaps named rather than averaged.
Sales software ends at the record.
It holds what happened once someone fills it in, and the quote is still assembled beside it out of a rate card, a template and what one person knows about this account. Runbook arrives knowing your business, because writing down how you actually price a job is where we start.
You own it. No seat bill.
It runs in your cloud account. If you stop paying us, it keeps running. What stops is us watching it, fixing it and extending it.
How the work runs.
The audit
We sit with the people who make the calls and read everything they read, including the exceptions that are not written down anywhere. You get the work mapped, the jobs ranked worth programming and not, and the value case in your own numbers.
The build
The data layer first, then the agents on top of it. It ends in production, inside the systems your team already opens, not in a pilot.
The run
We watch it and extend it as the work changes. Failures reach us before they reach you.
You leave the first meeting with a one-page sketch of the job you brought.
Questions sales leaders ask.
Does this set our prices?
No. The price is your edge and it stays a decision your people make. Runbook encodes the rules you already apply, the tiers, the volume breaks and the account exceptions, and assembles the quote around them. Anything those rules do not cover stops and goes to whoever owns the number.
Our proposals are built account by account. What can a system actually take?
What repeats is not the quote. It is the questions answered before one exists: what is being asked for, what this account was already given, and what your rules allow here. Runbook works those questions and builds the proposal on the answers, up to the number and no further. Where nothing in the record answers them, a person takes the request before anything is sent to the customer.
Our rate card is a spreadsheet with merged cells and three versions of the truth.
That is normal, and it is where the work starts rather than something to fix first. Runbook reads the rate card as it actually exists, along with the CRM, the quote log and the threads where the real terms were agreed, and builds one source the agents price against. You do not have to tidy anything before we begin.
What happens when a request falls outside the rules?
It stops. Runbook draws the line where your firm draws it, so the request goes to the named person who owns that decision, with the enquiry, what the rules do allow, and the reason it stopped attached. The system never prices past the boundary you set.
How long does it take?
The scope, the fee and the finish date are agreed with you in writing before anything starts. We do not publish a length, because it follows the size of the operation, how many systems the work touches and what condition the data is in.
Who owns it when you leave?
You do. The code, the credentials and the documentation sit in your accounts and under your name from the day we start. It runs in your cloud account, and if you stop paying us it keeps running.
What does the first meeting cost?
Nothing. It is forty five minutes, and you leave with a one-page sketch of the job you brought: the steps as they run today, where the line would sit, and what we would measure.
Do we have to change the systems we already pay for?
No. Runbook runs inside what your team already opens: the CRM, the quote document, the shared drive and the inbox. The agents read from and write back to those systems, so nobody has to learn a new screen to get the benefit.