It gathers the signals about quantity, lead time, location, budget, and required files from across your channels, removes duplicates, and sets priorities.
Velros AI collects the quote details, quantity, lead time, location, budget, and the files you need, and gets a quote out the same day it's asked for.
A quote request arrives as one line, how much is this, but answering it properly needs the quantity, spec, lead time, ship-to region, and whether a formal invoice is needed. A person goes five or six rounds over chat to get all that, and while they do the customer cools and moves to a competitor. Even the info you finally get scatters across the thread, so when you sit down to write the quote you have to ask where was the ship-to again, a second round of wasted effort. A quote request is a clear buying signal, so one delayed reply is lost revenue.
We gather the work as it actually arrives, and record what each step is judged against.
Tell a simple info question from an actual quote request, and identify the quote type early (bulk, business, event).
Gather the item, quantity, spec and options, target lead time, ship-to region, and whether a formal invoice is needed (with the business details) in one structured request.
Pull the conditions that move the price (quantity break, rush lead time, out-of-region shipping, printing or customization) into a table.
If the buyer is a business or needs a formal invoice, capture the legal business name, billing address, any tax-exemption or resale certificate, and email, and note the payment method.
Build a quote-request card holding every collected condition and hand it to the person handling it.
We settle the exceptions that actually come up before they do. When a rule doesn't fit, we don't force it through. It goes to a person, with the evidence.
Validate the format only and ask for a correction if it is wrong, and do not guess and fill it in, since a wrong invoice means rework and possible tax exposure.
Even with conditions incomplete, give only a conditional ballpark that states the missing info, under a person's approval, and separate the firm quote to after the info is complete.
Pull it out of the standard quote track and escalate to a person as a separate negotiation. It is a pricing-policy judgment, not something to automate.
Anything touching money, contracts, personal data, or the brand is drafted and no further. It sends only after a person approves.
It is the core margin and policy judgment, so a person always confirms it.
It is a price concession that sets a precedent, so it is a person's call.
A person has to vouch for the production and logistics feasibility.
A wrong invoice means rework and possible tax exposure, so a person checks it.
Variables like out-of-region shipping and installation are judged by a person.
How you know it worked
The goal is to shrink five or six chat rounds into one or two structured requests.
The more you automate info collection, the more a person only has to drop in the price.
Complete info and a fast reply lift conversion (varies a lot by industry, so set your own baseline).
There is no US federal e-invoice mandate and no federal VAT, so no single national deadline governs your invoices. Sales tax is set at the state level, and you generally owe it wherever you have economic nexus after South Dakota v. Wayfair, so the rate and whether tax applies depend on the ship-to state and the item. Capturing the buyer's legal name, billing details, and tax-exemption status at the quote stage prevents rework later. The IRS is the federal tax authority, but it does not run a national sales-tax invoice system.
Once the scattered checks and repeat replies are drafted and sorted, your staff can spend the day on review and exceptions, and you look only at the decisions that matter.
Get an assessmentTo put together a quote you keep going back to the customer for the details you need, and the back-and-forth drags on.
It collects the needed items up front and organizes them, so the person in charge goes straight to writing the quote.
The things people actually check first about Gathering info before a quote.
We structure the item, quantity, lead time, region, and invoicing into the first reply to collect them at once, and re-ask only the missing items. Collected info accumulates on the card so there is no re-request.
No. Price is a margin and policy judgment, so a person always confirms it. The system lays out the conditions in a table so it is easy to price.
At intake we capture the billing essentials up front (legal business name, billing details, tax status, email), so an invoice does not have to be corrected later.
Handling time
Booking and consultation intake can be joined up the same way, on the channels you already use, from intake through to the approval queue.
Unanswered inquiries
Order and shipping status updates can be joined up the same way, on the channels you already use, from intake through to the approval queue.
Unanswered inquiries
Sorting exchange and refund inquiries can be joined up the same way, on the channels you already use, from intake through to the approval queue.
Inquiries, bookings, quotes, order updates. You can compare the work that keeps a person busy, side by side.
