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
Expected results
Best for
Poor fit when
Your pricing is custom and quoted only by senior account executives.
Your published pricing is intentionally hidden behind a sales conversation.
Your buyers expect a relationship-led pricing dialogue, not an instant quote.
Sources
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.