Automate Quotation Generation with Reliable, Compliant Systems
Build enterprise-grade workflows in Jinba Flow that connect to your data sources, enforce pricing rules, and deploy as secure APIs for your sales team to generate accurate quotes instantly.
Build a quotation generation workflow for our sales team. When a rep submits a request, validate all required fields, then pull customer data from Salesforce. Calculate pricing based on our business rules, and if discounts exceed 15%, require manager approval. Generate a professional PDF quote, deliver it via email, and log everything for audit and analytics.
Trusted by
Jinba's Enterprise-Grade Quotation Automation Solution
Jinba's SOC II compliant platform enables Fortune 500 enterprises to build secure, scalable quotation workflows that meet strict governance standards. With Jinba Flow's visual editor and Jinba App's controlled execution environment, sales teams can generate accurate quotes while ensuring consistent pricing policy enforcement and maintaining comprehensive audit logs.
- Design quotation workflows using natural language and refine in a visual editor, connecting to your customer and product data sources
- Configure dynamic pricing rules with conditional logic for discounts, promotions, and approval thresholds
- Validate request data automatically and enrich with information from connected systems like Salesforce, pricing databases, and product catalogs
- Maintain complete audit trails with timestamps, approver details, and quote history for compliance and performance analysis
How Jinba Powers Automated Quotation Generation
Describe your quotation process in natural language. Jinba generates the workflow with pricing rules, approval paths, and data connections that you can refine in the visual editor.
Publish your quotation workflow as an API or MCP server for immediate team use. Maintain data security with enterprise deployment options and governed system connections.
Sales teams request quotes through Jinba App with simple forms or chat. The system handles complex pricing logic and approvals behind the scenes, delivering accurate quotes instantly.
Enterprise Ready
Control, security, and support for large organizations.
Advanced access control
Role-based permissions and SSO integration.
Organization management
Spaces, roles, and approvals for your team.
Dedicated Engineer Support
Work side-by-side with our engineers to remove blockers and accelerate your workflow development.
On-premises or private cloud hosting
Run Jinba in your own environment with full data control.
Advanced access control
Role-based permissions and SSO integration.
Audit logging
Complete compliance and security oversight tracking.
Organization management
Spaces, roles, and approvals for your team.
Pre-built & custom integrations
100+ pre-built integrations plus custom connectors for your internal systems.
Dedicated Engineer Support
Work side-by-side with our engineers to remove blockers and accelerate your workflow development.
Private model hosting
Use Bedrock, Azure AI, or your own models securely.
Transform Your Quotation Process Today
Eliminate manual quotation bottlenecks with Jinba's enterprise-grade workflow automation. Build, deploy, and execute compliant quotation workflows that scale with your business.
Frequently Asked Questions
Everything you need to know about Jinba. Can't find the answer you're looking for? Reach out to our support team.
How does Jinba automate the quotation generation process?
Can Jinba integrate with our existing CRM like Salesforce?
Do we need coding expertise to build quotation workflows?
How does Jinba ensure quotes follow our pricing policies?
What security measures protect our pricing information?
How do sales teams access the quotation system?
Can we track and audit our quotation activities?
Build your way.
The AI layer for your entire organization.