AI Quotation Automation for Enterprise Teams
Empower non-technical staff to generate compliant quotes instantly with Jinba. Build secure, governed quotation workflows your business teams can execute via chat.
Create an automated quotation workflow for a sales team. When a rep submits a quote request, validate customer data and apply standard pricing rules. If the discount exceeds 15%, route for manager approval. Otherwise, generate the standard quote PDF. All quotes must be sent via email and logged in the CRM with complete audit trails for compliance.
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Jinba's Enterprise-Grade AI Quotation 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 and operations teams can automate complex quote generation while ensuring consistent pricing enforcement and maintaining comprehensive audit logs.
- Build quotation workflows using natural language and refine in a visual editor, setting pricing rules and approval paths
- Configure dynamic routing with conditional logic for different discount thresholds, product configurations, and customer segments
- Validate customer data and enrich quotes with information from connected systems like CRM, ERP, and product databases
- Maintain complete audit trails with timestamps, approver details, and quote history for compliance requirements
How Jinba Powers AI Quotation Automation
Describe your quotation process in natural language. Jinba generates the workflow with pricing rules, approval conditions, and validation steps that you can refine in a visual editor.
Publish quotation workflows as secure, reusable services for immediate team-wide use, with enterprise-grade controls for governance and compliance.
Business users generate quotes by interacting with Jinba App via chat or auto-generated forms, ensuring all quotations follow approved rules and pricing policies.
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 with AI Automation
Take your first step toward efficient, compliant quotation workflows that empower your non-technical staff while maintaining enterprise-grade security and governance.
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 process?
Can non-technical staff use Jinba for quotations?
Does Jinba integrate with our existing systems?
How does Jinba maintain compliance in quotations?
What security features protect our quotation data?
Can we customize quotation workflows for different products?
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The AI layer for your entire organization.