--- title: "Price Quotation Generator AI Agent Template | TheDouble" description: "The Price Quotation Generator AI Agent is an AI lead generation agent that helps small businesses automate lead qualification and capture." url: https://thedouble.ai/agent-templates/price-quotation-generator-ai-agent --- Agent template # Price Quotation Generator AI Agent Template The Price Quotation Generator AI Agent is an AI lead generation agent that helps small businesses automate lead qualification and capture. [Use This Template](https://thedouble.ai/auth/signup) [All templates](https://thedouble.ai/agent-templates) ## About this Price Quotation Generator AI Agent Template The Price Quotation Generator AI Agent template is designed for small businesses to automate lead qualification and capture. It uses a structured questionnaire to collect information, conditional routing to prioritize leads, and integrates with Salesforce for seamless CRM management. This template helps sales teams find their best prospects without manual chasing, by learning each visitor's budget, need, and timeline in a natural conversation. The result is a cleaner, more trustworthy pipeline your team can act on with confidence. ### Common Use Cases for this Template Inbound Lead Qualification Qualify inbound leads based on budget and need Sales Pipeline Management Automate lead routing to sales teams CRM Integration Integrate with Salesforce for seamless CRM management Automated Follow-up Send personalized follow-up emails to engaged leads ### What's included in the Price Quotation Generator Agent Template - Qualifies leads based on budget, need, and timeline - Routes high-priority leads to sales teams - Logs lead interactions in Salesforce - Sends personalized follow-up emails - Provides real-time lead scoring and analytics ### Frequently asked questions **Who is this template for?** This template is designed for small businesses looking to automate lead qualification and capture. **How does the agent prioritize leads?** The agent uses conditional routing to prioritize leads based on budget, need, and timeline. **Can I integrate this template with other CRM systems?** This template is designed to integrate with Salesforce, but you can customize the workflow to integrate with other CRM systems. **Can I customize this template to fit my business needs?** Yes, this template is a workflow on theDouble.ai. After installing, you can open the workflow and edit almost anything, including questions, routing, messages, and allowed integrations, to fit your specific use case. **How do I install and use this template?** This is a ready-to-use template. While signed in, click 'Use this template' on the template page or find it in the Templates section of the Workflows tab, install onto your Double, then open it in Workflows to adjust before going live. Details Type Sales AI Agent Category Lead Qualification Setup time <5 minutes Price Free How to set up 1. Install Template Click 'Use this template' to install the Price Quotation Generator AI Agent 2. Configure Questionnaire Customize the questionnaire to fit your business needs 3. Connect to Salesforce Integrate the agent with your Salesforce account for seamless lead management Ready to deploy? 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