Generate Axonaut quotes automatically with AI
Swiftask automates the creation of your quotes in Axonaut. Turn your opportunities into precise commercial documents, without any manual entry.
Result:
Save hours every week and speed up your contract signatures with streamlined commercial management.
AI Agents
axonaut
Connector axonaut · Secure OAuth 2.0
Manual quote processes slow down your growth
Creating quotes in Axonaut is often a bottleneck. Between data entry, product selection, and formatting, your sales team loses precious time that could be spent selling.
Main negative impacts:
Frequent data entry errors
Manually copying client info or prices significantly increases the risk of errors, harming your professional image.
Long response times
A quote that arrives late is a lost opportunity. Reactivity is the primary driver of commercial success.
Distraction from sales
Your talent is occupied by repetitive administrative tasks instead of focusing on client relationships and strategy.
Swiftask connects your data sources directly to Axonaut. Your AI agent extracts the necessary information and generates the perfect quote in seconds, ready to be sent.
BEFORE / AFTER
What changes with Swiftask
Manual entry in Axonaut
The sales rep receives a request, opens Axonaut, searches for the client, adds products one by one, verifies discounts, generates the PDF, and sends it. Estimated time: 15 minutes per quote.
Swiftask intelligent automation
A request arrives via email or form. The Swiftask AI agent analyzes the request, creates the quote in Axonaut with the correct items and pricing, and notifies the rep. Estimated time: 10 seconds.
4 steps to automate your quotes
1
STEP 1 : Define the data source
Connect your forms, emails, or CRM to Swiftask so the agent retrieves client needs automatically.
2
STEP 2 : Configure Axonaut integration
Use our native connector to link Swiftask to your Axonaut account securely.
3
STEP 3 : Set generation rules
Teach the AI how to select products, apply discounts, and choose the right document template.
4
STEP 4 : Launch the automation
Activate the workflow. Each new request instantly triggers the creation of the quote in your management tool.
Advanced features for sales documents
The agent analyzes the specifics of each request: client history, product catalog, special pricing conditions, and authorized discounts.
- Target connector: The agent performs the right actions in axonaut based on event context.
- Automated actions: Automatic quote creation in Axonaut. Automatic client association. Intelligent item selection. Validation notification emails.
- Native governance: All generated quotes are centralized and traceable in your Axonaut history and Swiftask dashboard.
Each action is contextualized and executed automatically at the right time.
Each Swiftask agent uses a dedicated identity (e.g. agent-axonaut@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 automate with Swiftask?
Guaranteed precision
Eliminate human errors with automation based on your real data.
Processing speed
Go from a quote cycle of several hours to instant generation.
Premium brand image
Send flawless, professional documents quickly with every interaction.
Commercial scalability
Handle growing demand without having to hire additional administrative staff.
Seamless integration
Swiftask adapts to how you work in Axonaut without changing your habits.
Security and data privacy
Swiftask applies enterprise-grade security standards for your axonaut automations.
- Secure API connection: Swiftask uses official Axonaut APIs to guarantee the integrity of your data.
- Access management: You control which agents are allowed to create documents in your account.
- Full audit trail: Every quote created is logged in Swiftask for complete traceability.
- GDPR compliance: Your client data is handled according to the strictest privacy standards.
To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.
RESULTS
Automation performance
| Metric | Before | After |
|---|---|---|
| Time per quote | 15+ minutes | Under 1 minute |
| Error rate | High (manual entry) | Close to 0% |
| Client reactivity | Several hours | Instant |
Take action with axonaut
Save hours every week and speed up your contract signatures with streamlined commercial management.