Pricing & Quote Request Chatbot
An AI chatbot that answers pricing questions, generates custom quotes, qualifies buyer budget, and books sales calls — right on your pricing page.
How it works
Deploy on your pricing page where high-intent visitors land. The AI answers questions about plan features, pricing tiers, and billing options from your documentation. For standard plans, it provides clear pricing and helps visitors choose the right tier based on their needs. For custom or enterprise pricing, the bot qualifies the prospect by collecting company size, use case, volume requirements, and budget range — then generates a preliminary quote or schedules a call with your sales team. The bot handles common pricing objections (competitor comparisons, budget constraints, ROI questions) with data-driven responses from your sales playbook. Visitors who engage with the pricing bot convert at 2-3x the rate of those who browse the pricing page without interaction, because their questions and concerns are addressed in real time rather than left unanswered.
Sample conversations
How much does the Pro plan cost?
What is included in the Enterprise plan?
Can I get a custom quote for 500 users?
Do you offer annual billing discounts?
How does your pricing compare to Zendesk?
Is there a startup or nonprofit discount?
What this template includes
Plan comparison and feature breakdown
Custom quote generation for enterprise prospects
Budget qualification and needs assessment
Sales call scheduling via Calendly integration
Competitor pricing comparison responses
Discount and promotion handling
Key benefits
Example system prompt
Customize this prompt with your company name, tone, and specific instructions. Chatsy lets you edit the system prompt for any chatbot.
Implementation guide
Loading Your Pricing Content
Upload your complete pricing page content, feature comparison matrices, plan descriptions, billing FAQ, and any sales collateral about pricing. Include your competitive battle cards so the AI can handle comparison questions. Document your discount policies — annual billing discounts, startup programs, nonprofit pricing, volume discounts — with clear eligibility criteria. The more comprehensive your pricing documentation, the more questions the bot can answer without escalating to sales, which means faster conversion for standard plans and better-qualified leads for enterprise.
Configuring Quote and Qualification Flows
Design the enterprise qualification conversation to collect the data your sales team actually needs: company name, employee count or user volume, primary use case, current solution (if any), timeline for decision, and budget range. Configure the bot to calculate a preliminary quote based on your pricing formula — for example, per-seat pricing times estimated seats with volume discount applied. Present this estimate with a note that final pricing will be confirmed by the sales team. Include the Calendly booking link immediately after the estimate so the prospect can schedule a call while interest is high.
Optimizing Pricing Page Conversion
Place the chatbot prominently on your pricing page with a proactive message after 15-20 seconds: "Have questions about which plan is right for you?" A/B test different greeting messages — some visitors respond better to feature-focused triggers ("Want to know what is included in Pro?") while others prefer objection-focused ones ("Wondering if it is worth the upgrade?"). Track conversion rate from pricing page visit to signup or demo request, segmented by bot engagement. Review conversations weekly to identify new pricing questions and add them to your knowledge base. Most companies see pricing page conversion increase by 40-60% within the first month.
Expected results
Best for
Frequently asked questions
Can the bot generate actual quotes?
For standard plans, the bot shares published pricing. For custom quotes, it collects requirements and generates a preliminary estimate based on your pricing rules. Your sales team reviews and finalizes the formal quote.
How does it handle competitor pricing questions?
Upload your competitive battle cards and the AI responds to comparison questions with factual, value-focused answers. It highlights your unique strengths without making inaccurate claims about competitors.
Can it schedule calls with my sales team?
Yes. The bot integrates with Calendly to schedule sales calls directly in the conversation. Qualified prospects can book a time that works for them without leaving the chat.