Pricing & Quoting

Stop Wasting Hours on Manual Pricing and Quoting

We build custom AI systems that automate rate card management, compliance checks, and proposal generation—tailored to your actual workflows.

Get a Custom Solution

Industry Context

Pricing in advertising and media changes fast—market rates shift, clients have custom discounts, and regulations like FTC disclosures and GDPR add compliance overhead. Off-the-shelf tools can't handle unique rate structures, custom approval chains, or last-minute revisions. Teams are stretched thin and margins are shrinking, but most lack the technical resources to build a custom system internally.

By the Numbers

15%

margin erosion from inaccurate media estimates

McKinsey Media, 2024

6 hrs

average time to produce a media plan quote

Forrester Agency Ops, 2025

55%

faster quote generation with AI models

Gartner Marketing, 2025

The Problem

What you're dealing with

Cross-referencing rate cards, client histories, and availability spreadsheets by hand for every quote

Proposals going through last-minute revisions because a key approver wasn't looped in until the final review

Errors in compliance disclosures or discount math that create legal or financial exposure

Sales cycles dragging because the pricing team can't turn around complex RFPs fast enough

The Solution

How it works

We start by mapping your actual pricing and quoting process—not the ideal version. Through AI-driven interviews, we capture how your team really works: who approves discounts, how compliance checks happen, where delays pile up. Then we build a system that automates the tedious parts (pulling data, checking compliance, tracking versions) and keeps humans in the loop for strategic calls. We build it with our internal tooling, which connects to your CRM, ERP, and media planning tools without lengthy custom code. You get a system that fits your business—not a generic product you have to work around.

Arc

Pulls data from your CRM, rate cards, and deal history to generate accurate, context-aware quotes automatically

POI

Runs approval workflows and compliance checks based on your actual business rules and team structure

In Practice

Before and after

Before

A media planner gets an RFP, copies rates from a shared spreadsheet, manually checks client history in Salesforce, emails legal for compliance sign-off, waits 2 days, then sends a PDF quote. Any change means restarting the whole thing.

After

The planner enters the RFP details into a custom web app we built. The system fills in rates, checks compliance rules, routes for approvals based on deal size, and generates a polished proposal—all in under 10 minutes. Revisions are tracked and auditable.

1 Input RFP details into the custom UI
2 System pulls real-time rates, discounts, and compliance rules
3 Automated approval routing based on pre-set thresholds
4 Proposal generated with version history and audit trail

75%

faster quote turnaround

A mid-sized media agency cut quote turnaround by 75% using the custom pricing system we built.

FAQ

Common questions

How is this different from buying a SaaS quoting tool?

SaaS tools force you to work their way. We build around yours. You own the system, and it connects deeply with your existing tools—no workarounds or manual exports.

What if our pricing rules change frequently?

The system is designed so your team can update rules and logic without coding. You keep control of business logic—we handle the infrastructure.

How long until we see results?

Most pricing and quoting systems ship in 4-6 weeks. We start with a high-impact use case to show value fast.

Do we need to hire technical staff to manage this?

No. We build it for your team to use daily. We provide training and support, and you can request changes through us—no in-house developers needed.