Legal & Advice

Quotation Calculation Agent

The tender lands on Tuesday; the quotation has to go out on Friday. Four inputs, four desks.

Brings structure to quotation and fee planning.

Open agent
Public administration

Four processes that take up the most time today

Developed in Germany · Hosted in the EU

Developed in Germany · Hosted in the EU or on-premises

Delivered together with

STACKIT Sovereign hosting in Germany, single-tenant from the first user.
Rödl Legal, tax and compliance expertise for legally sound deployment.
4P Consulting Advisory and implementation for the public sector, starting with the AI readiness assessment.

Three days to the deadline, and the calculation is waiting on four confirmations.

The scope comes from the tender, availability from resource planning, the rates from the last comparable quotation and the fee model from the partners' meeting. Every change in one place sets the other three back. So the calculation gets done during the working day and the quotation text in the evening.

6roles in the teamFrom partner to research assistant, every role appears in the calculation at its own rate.
3project phasesAnalysis, delivery and handover are planned separately.
18calculation linesEvery role is planned for every phase, which makes eighteen lines.
5versionsEvery change to scope or rate produces a new version, right up to the deadline.

If resource availability is settled before the first calculation line is written, three of the five versions are no longer needed, and the quotation is ready 25% sooner.

The 25% speed-up in quotation preparation is this agent's headline figure. Six roles, eighteen calculation lines and five versions describe a mid-sized quotation; they are illustrative, not measured.

Three steps through the process.

The partners' meeting signs off the price; the agent builds the calculation from requirements, resource availability and fee model and shows where every line comes from.

Break requirements down into service items

The agent reads the tender and separates required services from optional ones. Every item gets a phase, a role and an estimated scope.

Tender AN-7734, 32 items, 4 of them optional

Check resource availability against the schedule

The agent checks the resource plan to see which roles are available in the required period. It flags bottlenecks with role and calendar week.

Resource sheet, senior consultant double-booked in week 45

Present the draft quotation for approval

The agent assembles calculation, team and fee variants into a draft, with every line showing where it comes from. The partners' meeting signs off the price.

angebot_an-7734_v1.pdf, 18 lines, 3 fee variants side by side

What the agent does not do.

It does not approve any price.

It calculates the three fee variants and places them side by side. The partners' meeting decides which one goes into the quotation.

It does not promise availability.

It shows that the senior consultant is double-booked in week 45. Whether to reschedule or backfill is for resource planning to settle.

It does not price in goodwill from the client relationship.

No calculation line shows that this client has given the firm every second project for years. The consulting pricing manager sets any discount by hand.

Connected systems

  • ERP
  • resource planning
  • quotation database

Operations

  • Deployment modelEU cloud, private cloud or on-premises
  • Data processingGDPR-compliant, no model training on your data
  • Responsible teamsLaw firm, consulting

The questions that come up before the first meeting.

How quickly is the Quotation Calculation Agent ready to use?

A pilot typically runs on your own data within 4 to 6 weeks. The agent connects to your existing systems rather than running as a separate, parallel environment.

Where is the data processed?

EU cloud, private cloud or on-premises. Processing is GDPR-compliant and models are never trained on your data. Details in the Trust Center.

Where does the figure “25% faster quotation preparation” come from?

It is based on experience from comparable projects and process benchmarks, not a commitment. We work out the realistic effect for your organisation during the assessment before the pilot.

Related agents.

Intake review, case 2026/04711

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