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Generate quotes automatically with ActiveCalculator and Swiftask

Swiftask connects your data to ActiveCalculator to create accurate quotes in seconds. Your sales team focuses on selling, not administrative work.

Result:

Reduce sales cycles and eliminate manual calculation errors.

Manual quote creation slows down your growth

Manual entry in spreadsheets, copy-pasting, and calculation errors are daily struggles for many sales teams. This leads to unacceptable response times for prospects.

Main negative impacts:

  • Slowed sales cycle: Every minute spent creating a quote is a minute lost to closing the deal.
  • Human error risk: Entry or calculation errors can be costly to your margins and damage your credibility.
  • Administrative burden: Your salespeople waste valuable time on low-value-added tasks.

Swiftask automates the flow: data is sent to ActiveCalculator, the quote is generated instantly and transmitted to the client or your CRM.

BEFORE / AFTER

What changes with Swiftask

Traditional manual process

The salesperson receives a request, opens a spreadsheet, enters data, calculates, formats the PDF, and sends it. This often takes several hours.

With Swiftask + ActiveCalculator

The prospect fills out a form, Swiftask triggers the calculation via ActiveCalculator, generates the quote, and sends it instantly by email.

Automate your quotes in 4 simple steps

STEP 1 : Define your calculation rules

Set up your formulas and pricing in ActiveCalculator.

STEP 2 : Connect ActiveCalculator to Swiftask

Link your ActiveCalculator account to Swiftask in a few clicks.

STEP 3 : Configure the trigger

Choose the event that starts the generation (form, email, CRM).

STEP 4 : Automate the sending

The quote is generated and sent automatically to the client.

Key features for your quotes

Swiftask analyzes incoming data to apply the correct discounts and pricing terms.

  • Target connector: The agent performs the right actions in activecalculator based on event context.
  • Automated actions: Instant calculation, PDF generation, CRM integration, automatic notifications.
  • Native governance: All transactions are logged for full tracking.

Each action is contextualized and executed automatically at the right time.

Each Swiftask agent uses a dedicated identity (e.g. agent-activecalculator@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 choose this automation?

1. Maximum reactivity

Your clients receive their quotes in seconds.

2. Guaranteed accuracy

Calculations are performed automatically without risk of error.

3. Increased productivity

Your teams focus on client relationships.

Security and compliance

Swiftask applies enterprise-grade security standards for your activecalculator automations.

  • Encrypted data: Your data is protected from end to end.
  • GDPR compliance: We adhere to the strictest standards.

To learn more about compliance, visit the Swiftask governance page for detailed security architecture information.

RESULTS

Impact on your performance

MetricBeforeAfter
Creation timeSeveral hoursA few seconds
Error rateHighZero

Take action with activecalculator

Reduce sales cycles and eliminate manual calculation errors.