Enterprise Sales Quote Automation to Unblock Revenue

Manual quoting slows your revenue. Jinba Flow helps you build automated workflows that connect to your CRM and pricing data for instant, compliant quotes.

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Enterprise sales operations teams need to streamline their quote generation process. When a sales rep requests a quote, the system should validate customer data, fetch current pricing from the CRM, and route based on deal size. Standard quotes should apply business rules automatically, while large or custom quotes need manager approval. All quotes must be tracked for compliance and audit purposes.

Building workflow...

Scroll to see workflow

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Jinba's Enterprise Sales Quote Automation Solution

Jinba's SOC II compliant platform enables Fortune 500 enterprises to build secure, scalable sales quote automation workflows that accelerate revenue cycles. With Jinba Flow's visual editor and Jinba App's controlled execution environment, revenue operations teams can eliminate manual quoting processes while ensuring consistent pricing enforcement and maintaining comprehensive audit logs.

Design quote workflows with natural language and refine in a visual editor, configuring pricing rules and approval paths
Create intelligent routing based on deal size, customer tier, discount thresholds, and other business rules
Automatically validate requests and enrich with up-to-date data from your CRM, pricing databases, and product catalogs
Maintain comprehensive audit trails with timestamps, approver details, and complete quote history for compliance

How Jinba Powers Sales Quote Automation

Send weekly metrics to Slack every Monday at 9am

1

Build in Jinba Flow

Describe your quote generation process in natural language. Jinba generates the workflow; you refine it in an intuitive visual editor to match your pricing rules.

test_runner.log

Running workflow test...

✓ Input validation 12ms

✓ Fetch from Sheets API 847ms

✓ Process 24 rows 156ms

✓ Send to #sales 203ms

PASS All steps completed 1.22s

Output preview:

"sent": true, "channel": "#sales"

2

Deploy securely (API / batch / MCP)

Publish workflows as APIs or MCP servers for immediate team-wide use. Maintain data security with enterprise deployment options and governed CRM connectors.

3

Run in Jinba App (guardrailed UI)

Execute quote workflows in Jinba App with controlled access. Sales teams interact via chat or auto-generated forms, ensuring quotes follow defined approval paths.

Enterprise Ready

Control, security, and support for large organizations.

On-Prem

Jinba

Private

On-premises or private cloud hosting

Run Jinba in your own environment with full data control.

Team Permissions

128 Active

Sarah Chen Engineering Lead

Workflows

Michael Ross Product Manager

Analytics

Guest User External Auditor

Admin Access

SSO Enforced

Updated 2m ago

Advanced access control

Role-based permissions and SSO integration.

audit_stream.log

1

[200] 09:14:22 GET /api/v1/health_check

2

[INFO] 09:14:23 Worker node_04 connected

3

[AUTH] 09:15:01 User admin@corp verified

4

[AUDIT] 09:15:02 Role assignment update

5

// Syncing to edge...

6

[200] 09:15:08 Config updated

Audit logging

Complete compliance and security oversight tracking.

Marketing

RESTRICTED

HR

ALLOWED

Screening

Automation

Organization management

Spaces, roles, and approvals for your team.

OpenAI

Gmail

Slack

HubSpot

Salesforce

Notion

Linear

GitHub

Teams

Dropbox

OpenAI

Gmail

Slack

HubSpot

Salesforce

Notion

Linear

GitHub

Teams

Dropbox

Pre-built & custom integrations

100+ pre-built integrations plus custom connectors for your internal systems.

Alice 10:42 AM

We need a connector for our internal CRM. Is this possible?

James 10:43 AM

Sure! Can you share the API spec?

crm_api_spec.pdf

Got it. I'll have the connector ready by tomorrow.

James Next day

Connector is live!

Thank you!

Dedicated Engineer Support

Work side-by-side with our engineers to remove blockers and accelerate your workflow development.

AWS Bedrock Claude 3.5 Sonnet

Azure OpenAI GPT-4 Turbo

Meta Llama 3 Self-hosted 70B

Private model hosting

Use Bedrock, Azure AI, or your own models securely.

On-Prem

Jinba

Private

On-premises or private cloud hosting

Run Jinba in your own environment with full data control.

Team Permissions

128 Active

Sarah Chen Engineering Lead

Workflows

Michael Ross Product Manager

Analytics

Guest User External Auditor

Admin Access

SSO Enforced

Updated 2m ago

Advanced access control

Role-based permissions and SSO integration.

audit_stream.log

1

[200] 09:14:22 GET /api/v1/health_check

2

[INFO] 09:14:23 Worker node_04 connected

3

[AUTH] 09:15:01 User admin@corp verified

4

[AUDIT] 09:15:02 Role assignment update

5

// Syncing to edge...

6

[200] 09:15:08 Config updated

Audit logging

Complete compliance and security oversight tracking.

Marketing

RESTRICTED

HR

ALLOWED

Screening

Automation

Organization management

Spaces, roles, and approvals for your team.

OpenAI

Gmail

Slack

HubSpot

Salesforce

Notion

Linear

GitHub

Teams

Dropbox

OpenAI

Gmail

Slack

HubSpot

Salesforce

Notion

Linear

GitHub

Teams

Dropbox

Pre-built & custom integrations

100+ pre-built integrations plus custom connectors for your internal systems.

Alice 10:42 AM

We need a connector for our internal CRM. Is this possible?

James 10:43 AM

Sure! Can you share the API spec?

crm_api_spec.pdf

Got it. I'll have the connector ready by tomorrow.

James Next day

Connector is live!

Thank you!

Dedicated Engineer Support

Work side-by-side with our engineers to remove blockers and accelerate your workflow development.

AWS Bedrock Claude 3.5 Sonnet

Azure OpenAI GPT-4 Turbo

Meta Llama 3 Self-hosted 70B

Private model hosting

Use Bedrock, Azure AI, or your own models securely.

Transform Enterprise Sales Quoting with Automated Workflows

Replace manual quoting processes with secure, compliant workflows that integrate with your CRM and pricing data to accelerate revenue recognition and close deals faster.

Book a Demo

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.

What's the difference between Jinba Flow and Jinba App?

Jinba Flow is where builders create and deploy workflows. Jinba App is where users execute and interact with deployed workflows. Builders create in Flow, users consume in App.

What's the onboarding process like?

Sign up for a free account and immediately start creating flows through chat. We provide templates, guided tutorials, and for enterprise customers, training sessions and dedicated customer success managers to ensure smooth adoption.

What support options are available?

We offer multiple support tiers: community support for free users, priority chat support for paid plans, and dedicated success managers with priority support for enterprise customers.

How does pricing work for teams?

Our pricing scales with your team size and usage. Each plan includes a specific number of team members, workspaces, and workflow executions. If you need teammate management features, we also offer an enterprise plan.

What are credits?

Credits are used for workflow execution. You can upgrade to a higher tier plan that includes more credits as needed.

Is my data secure?

Security is our top priority. We're SOC 2 compliant, use end-to-end encryption, and offer enterprise features like SSO, RBAC, and audit trails. Your data never leaves your region.

What makes Jinba different from other automation tools?

Jinba Flow is a vibe-coding platform that combines ease of no-code use. You can build workflows in natural language, edit detailed settings visually, and deploy instantly to production. Deployed workflows are available as MCPs from Jinba App, with no need for complex UI development or maintenance.

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