Marketing agencies / media
Draft media quotes from your rate card with AI, checked by AEs before sending
Agencies that lose time on quotes can extend Phak AI with Smart Quote. The assistant drafts a quote from the latest rate card, packages and similar past quotes, and the AE checks and edits it before sending. This is set up around each agency's quote format and pricing rules.
- Latest rate card
- Billboard + online packages
- Similar past quotes
- Client brief from the AE
- Draft quoteMedia items and prices from the rate card, in the agency's format.
- Similar cases attachedPast work the AE can mention when talking to the client.
- Items to checkHighlights anything not in the rate card for the AE to decide.
Why agency media quotes take so long
Prices come from many places
Multiple billboard sites, online media and creative work are priced in separate files.
Old quotes have to be dug up
AEs open similar past quotes to see what was offered before.
Formats differ by person
Everyone builds quotes their own way, so each one needs another check before sending.
A day late can lose the job
Clients compare several agencies. Whoever sends an accurate offer fast has the better chance.
How drafting quotes from the rate card works
The system drafts quotes from the rate card and past quotes in the knowledge base, and the AE checks every one before sending.
Prepare rate cards and templates
Add rate cards, packages and the agency's quote template to the central agency knowledge base.
The AE enters the client brief
Target audience, timing, area and the channels the client is interested in.
The assistant drafts the quote
It picks items from the latest rate card, refers to similar past quotes and cites the source of every price.
The AE checks, edits and sends
AI drafts, people decide. Discounts and special terms remain the team's call.
Requests AEs can give the assistant
What we measure in quoting
Metrics are agreed when you start using it and measured with the agency's own numbers. Talk to the Phak AI team to choose the right ones.
- Time to prepare one quote
- Time from a client's request to the quote being sent
- Number of revision rounds before sending
- Share of quotes using prices from the latest rate card
Clear boundaries
What Phak AI does
- Phak AI drafts quotes from the organization's rate cards, packages and past quotes
- Phak AI cites the source of each price for the AE to check
- Phak AI follows the agency's own quote template
What it does not do
- It does not send quotes to clients without a person checking
- It does not set media prices with dynamic pricing
- It does not approve discounts or special terms for the team
- It does not replace the accounting system that issues official documents
Frequently asked questions
What needs to be set up first?
The Phak AI team sets up the rate card, pricing rules and quote format with the agency, since every agency's are different. Drafts then match the format your team already uses.
Could the AI quote the wrong price?
The assistant uses prices from the rate card in the knowledge base and cites every item. Anything without data is highlighted for the AE, and every quote is checked by a person before sending.
Where should we start?
Start by adding rate cards, packages and past quotes to the knowledge base. The system then searches prices, refers to similar past quotes and drafts new quotes for AEs to check.
Read next
Agencies / media
A central agency knowledge base. New AEs ask about rate cards and past cases on LINE right away.
Read more →Smart Quote / BOQ
Drafts quotes and BOQs from product data, costs and past jobs for sales to review before sending.
Read more →New AEs answer fast
New AEs ask about prices, media and past cases on LINE and get answers from the latest rate card.
Read more →Agency knowledge base
Rate cards, past cases, creative guides and billboard specs in one place. Ask in Thai, answers cite sources.
Read more →Talk to the Phak AI team
Tell us about your business. The Phak AI team will show you the systems that fit and plan the rollout with you, without replacing what you have.