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Boni Quotations
What it is
Boni Quotations is a web product that converts buyer enquiries into quotation drafts using an organization’s approved catalog, pricing, taxes, terms, and processes. Its Quote Playbook defines required buyer details, quote families, price books, formulas, tax rules, discount boundaries, and approval owners. AI extracts enquiry information, identifies gaps, and asks questions required by the applicable playbook. Prices and taxes come from approved source data and deterministic rules; missing or conflicting inputs can pause work for questions, a hold, or human review. Drafts are normally reviewed before sending, with configured discounts, unusual terms, high-value requests, and exceptions routed for approval. Boni Accounting calculates and versions quotation drafts, while Boni CRM retains customer and opportunity context. Enquiries may arrive through Bow Chat, email, forms, voice workflows, CRM, Bino, or an approved integration. The documented setup links messages to Bow Chat, rules to Private Knowledge, approvals to Boni Tasks, and drafts to Boni Accounting. Pricing is on request, with onboarding configured alongside the customer team. Boni lists MSMEs, manufacturers, distributors, service businesses, agencies, contractors, rental operators, and enterprise sales teams as intended users.
For and against
For
- AI gathers missing buyer information
- Rules control prices, taxes, and discounts
- Approval workflows route exceptions to people
- Drafts are calculated and versioned
- CRM and accounting context stay connected
Against
- Pricing is available only on request
- Onboarding is configured with the customer team
- Rollout begins with one quotation family
The verdict
Boni Quotations is built for controlled, reviewable quotation workflows rather than ad hoc pricing. Its value depends on having approved source data and clear operating rules ready for configuration.
Who it suits
Boni Quotations suits organizations with defined quotation rules, catalogs, approval paths, and multiple enquiry channels. Its listed audience ranges from MSMEs and service businesses to enterprise sales teams.
Plans and prices
Boni Quotations
Pricing depends on quote families, systems, templates, channels, and operating rules; Boni-configured onboarding
Read 4 Oct 2026 · docs.boni.one
On the record
- AI intake
- AI extracts details from enquiries, identifies missing information, and asks the questions required by the relevant Quote Playbook.boni.one · read 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 · read 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 · read 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 · read 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 · read 4 Oct 2026
- Integrations
- The product can use enquiries from Bow Chat, email, forms, voice workflows, CRM, Bino, or an approved integration.boni.one · read 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 · read 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 · read 4 Oct 2026
- Privacy and security
- Boni’s privacy policy describes access controls, encryption in transit where applicable, audit logs, vendor review, secure development practices, and incident response; it says the ISO/IEC 27001-aligned program is being built, not certified.boni.one · read 4 Oct 2026
- Purpose
- Turns complete buyer enquiries into calculated, ready-to-review quotations using a business’s approved catalog, pricing, taxes, terms, and process.boni.one · read 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 · read 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 · read 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 · read 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 · read 4 Oct 2026
