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Victoria AI
Quotes and sales

From “how much is it?” to the PDF, without leaving the chat.

You quote with the catalog and the real prices from your business system, send the PDF with your logo and the opportunity updates itself.

Book a demoSee Dashboards and reports

Prices per customer type · VAT per line · PDF with your logo · Synced with the opportunity

app.victoriassistant.com
Victoria CRM chat with the customer documents panel open: two linked quotes with their status, their amount and their expiry date, and in the conversation the events "Quote created" and "Opportunity created by AI Agent"
The problem

The quote lives outside the system.

It is built in a spreadsheet, sent as a photo, lost in the chat and it ends up as an amount that matches nothing.

  • The parallel spreadsheet

    The rep leaves the chat, opens the Excel file from last month, changes two rows and sends a screenshot. The system never finds out.

    Victoria solves:

    The quote builder lives inside the chat, with search over the real catalog, a discount per item and overall, and the breakdown of net, VAT and total.

  • Everyone quotes with whichever list they remember

    Wholesale, retail, a customer with a special agreement. The price depends on who answers and on what they recall.

    Victoria solves:

    The system identifies the contact against your ERP by ID, phone, CUIT or legal name and applies the price list that corresponds. If it cannot identify them, it says so.

  • The quote says one thing and the opportunity another

    The amount is renegotiated on the phone, the quote is updated and the funnel is left with the old number.

    Victoria solves:

    When the amount of a quote changes, the system offers to update the linked opportunity. The ones already won or lost are left out so as not to distort what was reported.

  • The rep goal and the dashboard do not match

    Each screen counts the sales its own way and the meeting is spent arguing about where each number comes from.

    Victoria solves:

    Goal progress is measured with opportunities won by close date, exactly the same as the dashboard.

On screen

Quote, close and invoice properly.

app.victoriassistant.com
Customer documents panel inside the Victoria CRM chat: two quotes in Draft status with their amount and their expiry date

You search the product in the catalog, enter quantity and price, apply a discount per item or overall and see the breakdown of net, VAT and total. It also opens full screen with an editable table.

  • 4quote outputs
  • 5order statuses
  • 4sales goal types

Before closing the sale, the system checks that the required lead fields are complete.

The quote

Four outputs for the same quote.

The rep chooses how to send it. The system keeps the copy, in every case.

  • Four outputs

    Insert it as text into the message, copy it to the clipboard, generate the PDF with your company logo or save it to the customer history. The PDF can be previewed, sent to the chat or downloaded.

  • Prices per customer type

    The system identifies the contact against your ERP by ID, phone, CUIT or legal name and applies their list. It shows an indicator of which list is in use, or warns that the contact is not identified.

  • PDF preview
    Distribuidora del CentroQuote No. 0001-00004312
    Customer
    Autopartes San Martín S.R.L.
    Price list
    Wholesale
    Validity
    15 days
    Illustration of the PDF quote the system generates: a header with the company logo, a table of lines with quantity, net price and subtotal, totals for net, VAT and total, and the fiscal disclaimer at the foot.
    DescriptionQtyNetSubtotal
    Front brake pads4$ 21.400$ 85.600
    Vented brake disc 280 mm2$ 18.900$ 37.800
    Suspension bushing kit1$ 19.010$ 19.010
    Net$ 142.410VAT 21 %$ 29.906Total$ 172.316

    This quote is not an invoice and has no fiscal validity. Prices subject to change without notice.

    Illustration with demo data.

  • Discounts with rules

    Configurable sequential discounts for contacts who are not customers yet, with the option to show the discount breakdown to the customer or not.

  • VAT per line

    Each row carries its own rate, taken from the real ERP account. The quote total adds up the same way an invoice does.

  • Quote and opportunity in sync

    When the quote amount changes, the system offers to update the linked opportunity, unless it is already won or lost.

  • Live catalog from your ERP

    Products and prices come from your business system, not from a copy entered by hand into the CRM.

PDF preview
Distribuidora del CentroQuote No. 0001-00004312
Customer
Autopartes San Martín S.R.L.
Price list
Wholesale
Validity
15 days
Illustration of the PDF quote the system generates: a header with the company logo, a table of lines with quantity, net price and subtotal, totals for net, VAT and total, and the fiscal disclaimer at the foot.
DescriptionQtyNetSubtotal
Front brake pads4$ 21.400$ 85.600
Vented brake disc 280 mm2$ 18.900$ 37.800
Suspension bushing kit1$ 19.010$ 19.010
Net$ 142.410VAT 21 %$ 29.906Total$ 172.316

This quote is not an invoice and has no fiscal validity. Prices subject to change without notice.

Illustration with demo data.

The discounted unit price is rounded before being multiplied by the quantity, exactly as in the ERP: the line adds up on paper.

Closing and after-sales

The sale does not end with the yes.

From the order to the tax details, from the contracted product to the rep visit: everything hanging off the same customer.

Example data.

  • Closing the sale from the lead

    The order is built with the products already on the lead, quantity and price are edited on the same row and the required fields are checked before closing.

  • Orders with statuses

    Pending, In preparation, Out for delivery, Delivered and Canceled, with the valid transitions defined by the system. Canceling asks for an extra confirmation because it restores stock.

  • Tax details with a history

    Several profiles per customer, with legal name, document type and number, VAT status, Turnover tax, address, payment terms, currency and credit limit. Every change keeps its author.

  • Linked to your ERP

    The tax profile is matched against the customer that already exists in the ERP by CUIT, phone or legal name, with handling for the ambiguous cases.

  • Products attached to the lead

    In four statuses: Interested, Quoted, Contracted and Ended, with quantity, agreed price, currency, start and end dates, and the tax profile it is invoiced to.

  • Sales visits

    Notes, start and end times with the duration calculated and the quote attached. The rep sees their own; whoever has full access sees them all.

The order is built with the products already on the lead, quantity and price are edited on the same row and the required fields are checked before closing.

Cash box and goals

The rep sees their number without asking.

And road expenses stop being claimed over WhatsApp with photos of receipts.

  • A cash box per rep

    Assigned funds, expenses claimed with a category and a receipt, adjustments that may be negative, balance and voiding of movements.

  • Cycles that close

    The reset archives the period with the days it ran, the total assigned, the amount spent and the closing balance. The cycle history stays, broken down by category.

  • Entered from the web or from the AI

    Movements are entered from the CRM or from the AI assistant, and the “Channel” column shows where each one came from.

  • Sales goals

    Four goal types: amount sold, number of sales, units of a product and amount of a product. Fixed or recurring periods (weekly, monthly with a cut-off day, quarterly or yearly) and 11 currencies.

  • A meter always in view

    A widget in the CRM top bar shows how each rep is doing and the breakdown by goal, without opening any report.

One single definition of a sale.

Goal progress is measured with opportunities won by close date, exactly the same as the dashboard. The numbers match across screens: nobody argues about where the number comes from.

The progress bar marks what was expected as of today, not just the period total. Voiding a cash movement or deleting a goal asks for a double confirmation.

Keep going

The module that comes next.

Next step

We quote a product of yours in the demo.

You bring a real product and a real price list, and we build the full quote through to the PDF with your logo.

Book a demoChat on WhatsApp

We connect the catalog of your business system. If the integration does not exist, we build it.

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