AI automation. From enquiry to quotation draft.
Sarbaa organises approved enquiry details and prepares quotation drafts. Your salesperson checks the price and sends each one.
Need 1,500 5-ply cartons (24×18×12 in), delivery to Siliguri. Please share quotation.
When every enquiry starts with the same questions, quotation work starts late.
Sarbani Associates has worked from Bagdogra, Siliguri since 2018. For manufacturers and distributors already receiving product enquiries, the repeated work often sits between the first message and a usable quotation. Product, quantity, specification, delivery location, and timing still need to be collected, recorded, and checked.
Two focused assistants. One accountable sales team.
The Lead Assistant prepares a structured brief. The Quotation Assistant turns approved inputs into a draft. Your sales team evaluates the enquiry, confirms the price, and sends the quotation.
AI Lead Assistant
Before the first sales call
Collects up to five client-approved details from one verified enquiry source, records the lead in one agreed place, and alerts one responsible employee.
AI Quotation Assistant
Before the quotation is sent
Uses approved structured inputs and fixed rules for price, tax, and discounts to prepare a quotation draft for an employee to review and send.
From an IndiaMART enquiry to a draft your team can check.
The first version stays narrow: one enquiry source, a small set of approved questions, one lead record, one responsible employee, and quotation rules your team supplies.
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Collect the enquiry details
A useful lead brief. The assistant asks up to five approved questions that fit the product, such as quantity, specification, delivery location, or required date.
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Record and alert
One clear sales hand-off. The agreed details are written to one approved place and the employee responsible for follow-up is notified.
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Prepare the quotation draft
A draft ready for review. Approved product inputs and fixed rules handle price, tax, and discounts. Your employee checks the document before it is sent.
What changes for your sales team.
The repeated preparation moves forward before the salesperson starts making decisions.
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The first call starts with context.
The agreed product, quantity, specification, delivery, or timing details are already organised.
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The lead has one owner.
The agreed system stores the lead and alerts the employee responsible for follow-up.
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Quotation work starts from approved inputs.
The assistant prepares a draft, while fixed rules and employee review stay visible.
The assistant prepares. Your employee approves.
Sarbaa defines the hand-off before implementation, so sales judgement, exceptions, final prices, and sending remain with your team.
Map my enquiry flowClear questions.Defined responsibilities.
Defined inputs, fixed pricing rules, and human approvals before launch.
Which businesses are these assistants designed for?
The current focus is manufacturers and distributors that receive IndiaMART enquiries and prepare quotations manually. We also adapt the workflow for other inbound channels with verified requirements.
What details can the Lead Assistant collect?
Up to five client-approved details from one verified enquiry source, such as quantity, product specifications, delivery location, or expected delivery date.
Does AI decide the final price or discount?
No. Price, tax, and discount calculations follow fixed rules approved by your business. Every quotation remains a draft until your employee reviews and approves it.
Where is the lead recorded?
The lead is saved directly to your chosen destination, such as Google Sheets, an email alert, or your existing CRM.
Can Sarbaa connect directly to IndiaMART or WhatsApp?
Yes, depending on account permissions and official provider API access. We verify credentials and provider terms before confirming the integration.
How much does it cost and how long does it take?
AI Sprints start at ₹4,999 and typically launch in 1 to 3 working days. Custom automations with multi-step quotation rules are quoted after reviewing your workflow.
Show us how an enquiry arrives.
We will map the next useful hand-off.
Send your product, enquiry source, the details sales collects, and how quotations are prepared. Sarbaa will review the flow and reply on WhatsApp.
Automate enquiry preparation while keeping your team in control.Sarbani Associates · Bagdogra, Siliguri