Oxyscale AI

ForKeeps Merch
Sales Quoting Automation

End-to-end automated quoting, from deal detection in HubSpot through quote delivery, intelligent follow-up, and team escalation.

What You Get: Viktor AI vs Oxyscale

Both systems automate entry-level quoting. Here's where they differ.

Capability Viktor AI Oxyscale
Detect deals in HubSpot Included Included
Auto-create quotes Standard pricing only Standard pricing only
Email quote to customer Branded email Branded email
Follow-up sequence Fixed schedule: Day 2, 5, 10 Engagement-aware: adapts based on opens, clicks, and quote views
Update deal stages Included Included
Slack notifications Basic alerts Daily digest + escalation briefs
HubSpot audit trail All actions logged All actions logged with AI reasoning
Non-standard deals ⚠ Escalates to human AI suggests pricing using your historical deal data AI
Complex deal handoff Slack notification only Full context brief: similar past deals, suggested price, customer info AI
Confidence scoring - AI scores 1-10, auto-routes by confidence level AI
Weekly reporting Conversion metrics Conversion + AI accuracy tracking
Implementation plan Phased rollout Phased rollout

How It Works: Step by Step

01
Deal Detection & Classification
New deals are picked up from HubSpot and classified. Standard deals are auto-quoted, complex deals get routed intelligently.
Both
HubSpot trigger: Webhook fires when a deal is created or moves to "New Business Enquiry"
Data extraction: Product name, SKU, colour, quantity, pricing, and customer details pulled from the deal
Deal classification (Oxyscale): AI classifies as entry-level, complex, or borderline using pattern recognition, not just binary rules. Viktor routes anything non-standard to a human.
Routing: Standard deals proceed to auto-quote. Complex deals go to AI pricing (Oxyscale) or human (Viktor). High-value deals always escalate to your team.
02
Automated Quote Creation
Line items assembled, totals calculated, and a branded quote published using your existing HubSpot template.
Both
Assemble line items: Product, SKU, quantity, unit price, decoration specs, and delivery charge
Calculate totals: Subtotal, 10% GST, and grand total
Create quote: Uses "forKeeps Quote Template v3" with full branding, sender info, and customer details
Publish: Hosted quote page goes live on hs-sites.com. URL attached to the deal
03
Quote Delivery
Professional email sent to the customer with a link to the hosted quote. Deal updated to "Quoted."
Both
Personalised email: Customer's name, the products they enquired about, and a clear link to the quote
Sent from ForKeeps: Dispatched from the assigned rep's email or sales@. Identical to manual quotes
Logged & updated: Email activity recorded on the deal, stage moved to "Quoted"
04
Follow-Up Sequence
Automated follow-ups at Day 2, 5, and 10. Customer replies pause the sequence and alert your team.
Oxyscale: Smarter
Both systems: Follow-ups at Day 2, 5, and 10, all logged in HubSpot
Oxyscale adds: Checks email opens, quote page views, and click activity before each follow-up. Adapts the message so someone who viewed the quote 3 times gets a different email than someone who never opened it.
Reply detection: Customer reply immediately pauses the sequence, notifies Slack, and creates a task for the rep
Cold deals: No response after the full sequence → team notified, deal updated
05
AI-Powered Complex Deal Pricing
For non-standard deals, AI analyses your historical deals to suggest pricing, with confidence scoring and human review gates.
Oxyscale Only
Historical deal search: Your past won deals are stored and searchable. When a complex deal comes in, the system finds the 5-10 most similar past deals by product, quantity, and decoration type.
AI pricing suggestion: Based on comparable deals, the system suggests a unit price and total, with clear reasoning about which past deals informed it.
Confidence scoring: Every suggestion gets a 1-10 confidence score. High (8-10): draft quote, flag for quick approval. Medium (5-7): draft sent to rep for review. Low (1-4): escalate to senior rep with full analysis.
Context brief for your team: When a human is needed, they get the customer summary, similar past deals, suggested price with reasoning, and company info. Not just a "please look at this" notification.
06
Reporting & Visibility
Daily Slack summaries, weekly conversion metrics, and a full audit trail in HubSpot.
Both
Daily Slack digest: Quotes sent, deals awaiting response, escalations needing attention
Weekly reporting: Quote-to-close conversion rates, response times, follow-up effectiveness
Oxyscale adds: AI pricing accuracy tracking, comparing suggested vs final accepted price over time
Full audit trail: Every automated action logged on the deal in HubSpot for complete traceability

What This Means For Your Business

500 Quotes x Your Time Per Quote

At roughly 500 quotes a month, every minute your team spends per quote adds up fast. If a quote takes 15 minutes of cumulative rep time across creation, emailing, follow-ups, and stage updates, that's 125 hours a month. If it's closer to 25 minutes, that's over 200 hours. You know the number better than we do. This system does it in seconds, 24/7, without breaks, sick days, or holidays.

Faster Quotes Win More Deals

Right now, a customer who enquires at 6pm on a Friday is likely waiting until Monday for a quote, unless you have weekend warriors on the roster. With automation, they get it in minutes. In promotional products, we'd imagine the first supplier to quote often wins. Faster response means higher conversion on the leads you're already paying for, which means more revenue from the same marketing spend.

Your Team Sells Instead of Processing

Reps currently spend their days assembling quotes, chasing follow-ups, and updating deal stages. That's processing, not selling. Free them up and they can make more calls, build deeper relationships, upsell existing customers, and close bigger deals. The same headcount generates more revenue, or you reinvest savings into marketing to drive even more leads into the pipeline.