Boni Quotations
- Android app
- Not listed
- Free plan
- No
- Runs on
- Web
Summary
Boni Quotations is a web product that turns buyer enquiries into quotation drafts calculated from a business’s approved catalog, pricing, taxes, terms, and procedures. Its Quote Playbook defines the information buyers must provide, quote types, price books, formulas, discount limits, and approval owners. AI extracts enquiry details, identifies gaps, and asks for missing information. Prices and taxes follow approved data and calculation rules; conflicting or incomplete inputs can trigger questions, a hold, or human review. The typical process creates a draft for review, with configured discounts, unusual terms, high-value requests, and exceptions routed for approval. Drafts are calculated and versioned in Boni Accounting, while customer and opportunity context remains in Boni CRM. Enquiries can arrive through Bow Chat, email, forms, voice workflows, CRM, Bino, or an approved integration. The documented workflow also connects quote rules to Private Knowledge and approvals to Boni Tasks. Boni lists users from MSMEs and service businesses to enterprise sales teams. Pricing is on request, with onboarding configured alongside the customer team.
Who it is for
It suits organizations that create quotes from repeatable rules, including manufacturers, distributors, agencies, contractors, rental operators, and enterprise sales teams. Teams needing human approval for exceptions may find the configured review workflow relevant.
What is good
- Calculates prices and taxes from approved source data
- Playbooks define required buyer information and quote rules
- Routes configured exceptions for human approval
- Drafts are versioned in Boni Accounting
- Supports CRM and multiple enquiry channels
What to know first
- Pricing is available on request
- Onboarding is configured with the customer team
- Missing or conflicting inputs can require review
Verdict
Boni Quotations is suited to teams that want quotation rules, approvals, and records connected to enquiry handling. Pricing depends on the quote families, systems, templates, channels, and operating rules involved.
Boni Quotations plans and pricing
All plansCompared on sales quoting software
Facts
- Purpose
- Turns complete buyer enquiries into calculated, ready-to-review quotations using a business’s approved catalog, pricing, taxes, terms, and process.boni.one · 4 Oct 2026
- Intended customers
- Boni lists MSMEs, manufacturers, distributors, service businesses, agencies, contractors, rental operators, and enterprise sales teams as intended users.boni.one · 4 Oct 2026
- Quote Playbook
- Each Quote Playbook defines required buyer information, quote families, price books, formulas, taxes, terms, discount limits, and approval owners.docs.boni.one · 4 Oct 2026
- AI intake
- AI extracts details from enquiries, identifies missing information, and asks the questions required by the relevant Quote Playbook.boni.one · 4 Oct 2026
- Pricing controls
- Approved source data and deterministic calculation rules determine prices and taxes; missing or conflicting inputs trigger a question, hold, or human review.docs.boni.one · 4 Oct 2026
- Approvals and sending
- The usual workflow creates a draft for review, with configured discounts, unusual terms, high-value requests, and exceptions routed for human approval.boni.one · 4 Oct 2026
- Versions and records
- Quotation drafts are calculated and versioned in Boni Accounting, while customer and opportunity context stays in Boni CRM.docs.boni.one · 4 Oct 2026
- Integrations
- The product can use enquiries from Bow Chat, email, forms, voice workflows, CRM, Bino, or an approved integration.boni.one · 4 Oct 2026
- Connected systems
- The documented workflow connects buyer messages to Bow Chat, quote rules to Private Knowledge, approvals to Boni Tasks, and quotation drafts to Boni Accounting.docs.boni.one · 4 Oct 2026
- Tenant isolation
- Boni states that one organization’s price books, buyer data, examples, and commercial terms do not configure another organization’s product.docs.boni.one · 4 Oct 2026
- Support and onboarding
- Boni says it configures onboarding with the customer team and directs prospective customers to [email protected].docs.boni.one · 4 Oct 2026
- Availability and setup
- Boni Quotations is listed as available, with rollout beginning from one defined quotation family and expanding after that workflow is reliable.boni.one · 4 Oct 2026
- Company certification
- Boni’s product page identifies Bohni Tech Private Limited and displays ISO 9001:2015 certification for its quality management system.boni.one · 4 Oct 2026
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Sources
- boni.one/products/quotations· checked 4 Oct 2026
- docs.boni.one/quotations/overview· checked 4 Oct 2026