Lead Generation
AI Sales Agent for GoHighLevel
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Lead Generation
AI Sales Agent for Manufacturing
Quote requests get scoped against real specs, standard items get priced from your ERP, and complex specs reach a sales engineer.
Quote requests arrive with drawings, part numbers and half-finished specs. Your sales engineers then spend hours sorting the simple ones from the complex. This edition reads each request and checks it against your standard catalog. It pulls pricing and lead time from your ERP for straightforward items, and routes unusual tolerances or materials to the right engineer with the details attached.
- Standard quote requests priced from your ERP rules
- Unusual tolerances and materials routed to the right engineer
- Distributor and catalog questions answered from your own documents
$6,900
20–30 working days
Optional maintenance $345/mo
What it is
AI Sales Agent for Manufacturing takes a buyer's quote request, works out whether it matches your standard catalog or needs engineering judgment, pulls pricing and lead time from your ERP for the straightforward cases, and routes anything with unusual tolerances or materials to the right sales engineer. Every request and handoff is recorded for your team.
Why businesses buy it
Small manufacturing sales teams spend much of their week on routine quotes. Meanwhile, complex, high-value requests wait in the queue. Slow quotes lose orders to competitors who reply first. This edition clears the routine requests quickly, using your own pricing rules. It also gives engineers clean, complete briefs for the work that needs their judgment. The written scope covers the channel, the ERP and document connections and the Manufacturing workflows before you order, so you know exactly what is built.
Problems this solves
Simple catalog RFQs queue behind complex engineering requests
The agent works out whether each quote request matches your standard catalog. For straightforward cases it pulls pricing and lead time from your ERP, so buyers are not left waiting.
Sales engineers spend time on questions the catalog already answers
Routine requests are answered from your catalog and the pricing and lead times in your ERP. Engineers only see requests that genuinely need their technical judgment.
Unusual tolerance or material requests reach the wrong engineer
Anything with unusual tolerances or materials is routed to the right sales engineer, using the Manufacturing workflow template. Every request and handoff is recorded for your team.
A good fit if
Quote requests arrive with specs, quantities and tolerances buried in an email or a PDF, and someone currently has to read each one before it goes anywhere.
A meaningful share of requests are for standard catalog items where pricing and lead time already sit in your ERP, but still wait for a person to look them up.
Complex or custom specs need a specific sales engineer's judgment, and you want those requests reaching the right one instead of a shared inbox.
Buyers and distributors ask the same handful of spec and availability questions repeatedly, and answering them consumes time your sales engineers would rather spend on real deals.
Not the right fit if
You don't need spec-reading, ERP-aware handling and would rather have a general qualifying agent for a simpler sales motion. See the AI Sales Agent, our base build without the ERP logic.
Your business is closer to moving freight than making it, with lanes and volumes rather than specs and tolerances. See AI Sales Agent for Logistics.
You need this running across more than two connected systems or more than six workflows. Add a note at checkout for a written Change Quote.
The build needs to go beyond the listed scope, for example generating full engineering drawings from a spec. Larger or bespoke projects go through the Custom AI request form.
How it works
- We load your standard catalog, pricing rules and the spec thresholds that separate a routine quote from one that needs an engineer's eyes.
- The agent reads incoming quote requests for specs, quantities, tolerances and materials, asking clarifying questions when a request is ambiguous rather than guessing.
- For requests that match your standard catalog, it pulls current pricing and lead time straight from your ERP and returns a quote without waiting on a person.
- Anything with unusual tolerances, materials, or a spec outside your catalog is routed to the sales engineer who owns that product line, with the request attached.
- Distributor and repeat-buyer questions about spec details or order status are answered directly from your documentation, so routine questions stop landing in an engineer's inbox.
- Every quote request, routing decision and pricing pulled from your ERP is logged in the CRM, building a spec history that helps on the next reorder.
What you provide within 72 hours
Your portal lists these the moment you order. Delivery starts the working day after everything is in and your access is checked.
- Admin or API access to your ERP exports or API and document storage, with sandbox or test records if available.
- Your standard catalog, pricing rules and the spec thresholds that require a sales engineer instead of an automatic quote.
- Ten real quote requests or spec emails so tone and judgment match how your sales engineers actually respond.
- The names of your sales engineers and which product lines or spec categories each one owns.
- Your business information (company basics, hours and brand voice), shared during intake.
- Admin access and API keys for every connected system, shared by adding our team as a user or creating a key you control, never sent by email.
- One decision-maker who can confirm pricing rules and routing thresholds before we build.
- An API key for your own AI model account (for example OpenAI or Google Gemini), created for this build with a spending limit.
The 72-hour rule. Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Timeline
Start
Intake verified and your catalog, pricing rules and engineer routing thresholds confirmed.
Weeks 1–2
Spec-reading, quote and routing logic built against your catalog and pricing rules.
Week 3
ERP and document storage connected, with complex specs routed to the right sales engineer.
Weeks 3–4
50 documented test scenarios run against real quote requests and spec questions, with results sent to you.
Week 4
Your review and two rounds of changes to routing thresholds or pricing rules.
Go-live
Live, recorded handoff session, 30 days of support begins.
| Option | Delivery time | Price |
|---|---|---|
| Standard | 20–30 working days | $6,900 |
| Express | 15–25 working days | $7,950 |
| Rush | 10–20 working days | $8,950 |
What you receive at handover
- The AI Sales Agent configured on one channel and connected to your ERP and CRM (up to two systems)
- A Manufacturing intent library and workflow templates for catalog and engineered requests
- A test report covering 50 RFQ scenarios
- Admin guide and recorded 60-minute handoff session
- 30 days of post-launch support
Expected benefits and how to measure them
- Can get standard pricing and lead times to buyers faster.
- Frees sales engineers for the requests that need them.
- RFQ response time
- Compare the time from RFQ received to first answer, using CRM or email timestamps, before and after launch.
- Engineer time on routine RFQs
- Ask sales engineers to log time on catalog requests for a month before and after launch.
- RFQ-to-order conversion
- From your ERP or CRM, compare orders won with RFQs received for matching quarters.
Before you start: Pull a month of RFQs and split them into catalog and engineered requests. Note the average response time for each.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Running costs
You pay once for the build. Running it costs roughly $50 to $250 a month in AI model usage and hosting, on top of your existing ERP and document storage plans. Because quote requests are usually text and spec-document heavy rather than long conversations, usage tends to sit toward the lower end of that range for most manufacturers.
AI usage during build and testing is billed to your own accounts, so every provider relationship stays yours.
Ask about running costsCustom requirements
If you need something outside the Scope Card, add a note at checkout. You get a written Change Quote, and that work only starts once you accept it. Your original order runs on its normal timeline either way. Larger or bespoke projects go through the Custom AI request form instead.
Request a custom versionKeep it running
For manufacturers, monthly maintenance covers monitoring, fixes and change hours for catalog updates, new pricing rules or a revised routing threshold as your product line changes. It starts after the 30 days of included support and can be cancelled any month.
$345/mo (5% of the build price a month, includes 3 change hours)
Optional. Starts after the post-launch support period. Cancel any month.
How maintenance worksHow this compares
| Do it yourself with a SaaS tool | Hire a custom agency | Upmark Labs | |
|---|---|---|---|
| Price | A quoting tool charges per user or per quote generated | A custom agency quotes after discovery calls, often for months of work | Ours is one fixed price, shown before you buy |
| Spec reading | Most quoting tools need specs entered into a form manually | An agency build depends on what was agreed | Ours reads specs out of the request itself |
| Routing | A quoting tool usually sends everything to one queue | An agency build depends on what was agreed | Ours routes complex specs straight to the right engineer |
| Delivery | A quoting tool needs weeks of catalog and rule setup | An agency usually takes several months for a comparable scope | Ours has a fixed delivery time shown before you buy, with faster options |
Questions about this product
What does the AI Sales Agent for Manufacturing cost, and what's included?
One fixed price, shown next to this page before you order, covers the full build: spec reading, ERP-based pricing for standard items and engineer routing for complex specs. It also includes 50 test scenarios, two rounds of changes and a recorded 60-minute handoff session before launch. Express and rush delivery are available at a set uplift.
How does the AI Sales Agent for Manufacturing decide when a spec needs a sales engineer?
It checks incoming specs, tolerances and materials against the thresholds you set during intake, so anything inside your standard catalog gets an automatic ERP-based quote and anything outside it goes to a sales engineer. You define where that line sits, and it applies consistently instead of depending on who happens to open the request first.
Can the AI Sales Agent for Manufacturing pull pricing straight from our ERP?
Yes, for requests that match your standard catalog. It reads current pricing and lead time directly from your ERP rather than working from a static price list, so quotes reflect what's actually available right now, not what was true when a spreadsheet or catalog document was last updated by someone.
What should we budget monthly to run the AI Sales Agent for Manufacturing?
Roughly $50 to $250 a month in AI model usage and hosting, on top of your existing ERP and document storage plans, billed to your own accounts. Because quote requests tend to be spec-document heavy rather than long back-and-forth conversations, usage for most manufacturers sits toward the lower end of that range.
What does a sales engineer see when the AI Sales Agent for Manufacturing hands off a spec?
The full request with specs, tolerances and materials extracted, plus any clarifying answers already gathered, attached to the routing in your CRM. The engineer opens a request that's already been read, organized and checked against the catalog, instead of an email that needs deciphering before real quoting work can even start.
Can we update the catalog or pricing rules after the AI Sales Agent for Manufacturing launches?
Yes. Two rounds of changes are included before launch, and monthly maintenance covers catalog or pricing rule updates once you're live, which matters as products and materials change. Larger changes, like adding a new product line entirely, are scoped separately as a Change Quote.
Does the AI Sales Agent for Manufacturing build a history for repeat buyers?
Yes. Every quote request, spec discussed and pricing pulled is logged against the account in your CRM, so a distributor or repeat buyer's spec history is there the next time they order. That history is what makes a reorder faster to quote than the first order ever was.
Let standard quotes clear themselves so engineers handle the hard ones.
Order AI Sales Agent for Manufacturing and standard quotes clear quickly, leaving your engineers free for the requests that need them.
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