Generate quotes automatically with ActiveCalculator and Swiftask
Swiftask connects your data to ActiveCalculator to create accurate quotes in seconds. Your sales team focuses on selling, not administrative work.
Result:
Reduce sales cycles and eliminate manual calculation errors.
AI Agents
activecalculator
Connector activecalculator · Secure OAuth 2.0
Manual quote creation slows down your growth
Manual entry in spreadsheets, copy-pasting, and calculation errors are daily struggles for many sales teams. This leads to unacceptable response times for prospects.
Main negative impacts:
Slowed sales cycle
Every minute spent creating a quote is a minute lost to closing the deal.
Human error risk
Entry or calculation errors can be costly to your margins and damage your credibility.
Administrative burden
Your salespeople waste valuable time on low-value-added tasks.
Swiftask automates the flow: data is sent to ActiveCalculator, the quote is generated instantly and transmitted to the client or your CRM.
BEFORE / AFTER
What changes with Swiftask
Traditional manual process
The salesperson receives a request, opens a spreadsheet, enters data, calculates, formats the PDF, and sends it. This often takes several hours.
With Swiftask + ActiveCalculator
The prospect fills out a form, Swiftask triggers the calculation via ActiveCalculator, generates the quote, and sends it instantly by email.
Automate your quotes in 4 simple steps
1
STEP 1 : Define your calculation rules
Set up your formulas and pricing in ActiveCalculator.
2
STEP 2 : Connect ActiveCalculator to Swiftask
Link your ActiveCalculator account to Swiftask in a few clicks.
3
STEP 3 : Configure the trigger
Choose the event that starts the generation (form, email, CRM).
4
STEP 4 : Automate the sending
The quote is generated and sent automatically to the client.
Key features for your quotes
Swiftask analyzes incoming data to apply the correct discounts and pricing terms.
- Target connector: The agent performs the right actions in activecalculator based on event context.
- Automated actions: Instant calculation, PDF generation, CRM integration, automatic notifications.
- Native governance: All transactions are logged for full tracking.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-activecalculator@swiftask.ai ). You keep full visibility on every action and every sent message.
Key takeaway: The agent automates repetitive decisions and leaves high-value actions to your teams.
Why choose this automation?
Maximum reactivity
Your clients receive their quotes in seconds.
Guaranteed accuracy
Calculations are performed automatically without risk of error.
Increased productivity
Your teams focus on client relationships.
Security and compliance
Swiftask applies enterprise-grade security standards for your activecalculator automations.
- Encrypted data: Your data is protected from end to end.
- GDPR compliance: We adhere to the strictest standards.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Impact on your performance
| Metric | Before | After |
|---|---|---|
| Creation time | Several hours | A few seconds |
| Error rate | High | Zero |
Take action with activecalculator
Reduce sales cycles and eliminate manual calculation errors.