Automation · Sales and quoting
From the question to a signed quote, without leaving WhatsApp
How an AI agent builds a Siigo quote with the real prices from your catalog and sends the customer its public link over WhatsApp.
How do I send a customer a formal Siigo quote over WhatsApp without opening the system?
The Met identifies the customer by tax id, builds the detail with the codes and prices held in the Siigo catalog, resolves the catalogs Siigo requires for quoting and creates the quote. What comes back is a public link: the proposal with your numbering and your format, ready to paste into the chat. Because a quote is not a tax document, it can be redone as many times as the customer asks for changes without leaving an accounting trace. When the customer accepts, the invoice does not go out on its own: issuing it is a tool the connector refuses when the request arrives over a channel, so the Met leaves the case assembled and a person issues it from the desktop.
Where it applies: Colombia. The quotes resource exists only in the Siigo Colombia API. In Mexico the API covers products, customers, invoices and vouchers, and this automation does not apply.
What starts it
When the customer writes
It starts when somebody asks for a price or asks for the quote in writing. The Met on the channel resolves it inside the conversation; the only scheduled piece is the follow up reminder for a quote that got no answer.
Nothing to set up. The Met assigned to that channel picks up the conversation and runs the procedure inside it.
Who runs it
Met for commercial support
Finance and operations team
It is the same Met already handling your WhatsApp, with the Siigo tools turned on. Quoting is part of answering, not a separate errand: the price said in the chat and the price on the proposal have to be the same one, and that seam is exactly where sales get lost.
Channels: WhatsApp · Instagram · Website chat
What you need connected
- Siigo Collect and manage
- Meteor CRM Sell and serve
6 steps · 11 tools
The procedure, step by step
Each step shows the tool that runs. They belong to the real connector: if one of them stopped existing, this page would not build.
- 1
Identify the customer by their tax id
The quote is built on the tax id of the third party, so it has to be found first. If they are not registered, they get created before going on; the identification and the document type are tax data, and the Met confirms them with the person instead of inferring them. A third party that does not exist in Siigo is an error when creating the quote, not a warning beforehand.
- 2
Take the price from the catalog, not from memory
The product query returns in a single call the code, the applicable taxes, the prices per list and, if the product tracks inventory, availability per warehouse. The code is what gets quoted. When the response warns that the sweep was incomplete, the Met does not claim the product does not exist: it asks for the code or narrows the search.
- 3
Resolve the catalogs Siigo requires
Quoting in Siigo asks for two pieces of data nobody can guess: the quote document type and the salesperson. Siigo does not document a type code for quotes and an unknown filter throws no error, it returns the whole catalog, so taking the first active entry would end up picking a sales invoice. That is why the catalog is queried and the type chosen by name.
- 4
Create the quote and send its public link
With the customer, the items and the catalogs resolved, the quote is created and returns its public link: the proposal with your numbering, ready to paste in the chat. It is not a tax document, it is not stamped and it consumes no sequence number, so if the customer asks for a different quantity or discount you simply make another one without messing anything up. The Met leaves the note with the number and the total.
- 5
Follow up without rebuilding it
Send me the link again is the most frequent question after quoting, and the listing answers it: it filters by customer, by quote name and by creation date range, and returns the public link of each one. The Met moves the contact along the pipeline and schedules the reminder so the proposal does not go cold in silence.
- 6
When the customer accepts, a person issues the invoice
A quote does not turn into an invoice on its own, and from the chat it cannot. Issuing the sales invoice, recording the cash receipt, creating a credit note or an accounting voucher are tools the Siigo connector refuses when the request arrives over a channel, no matter how the skill is configured: a document filed with the tax authority is irreversible and only a credit note undoes it. The Met leaves the case assembled, transfers it to whoever invoices and can later confirm to the customer that it went out, by checking the invoice listing.
Before you start
What you need ready
The Met solves none of these for you. If one is missing, the automation stops there.
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Siigo Nube API credentials
You generate them from your own Siigo account, in the API settings. Colombia identifies the application with the Partner-Id header, and they are stored encrypted per workspace.
-
Your catalog loaded in Siigo, with codes and prices
It is the same catalog you already invoice with. The quote is built on each product's code: whatever is not loaded there cannot be quoted, and that is not something managed from the conversation.
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A salesperson and a quote document type configured
Both live in your Siigo settings and are queried from the connector. The salesperson is mandatory on every quote, and the document type has to be chosen by name because Siigo publishes no code for quotes.
The limits
What this automation does NOT solve
Better said here than discovered halfway through the rollout.
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It does not issue the invoice from the chat. Invoicing, recording receipts, creating credit notes and posting accounting vouchers are tools the connector refuses when the caller is a Met on a channel, no matter how the skill is configured.
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It does not turn the quote into an invoice. Siigo does not chain them: when the customer accepts, somebody has to issue the invoice, and that step happens on the desktop.
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It does not quote in Siigo Mexico. The Mexican API only covers products, customers, invoices and vouchers: the quotes resource does not exist there, and the connector says so instead of failing in a confusing way.
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It does not guarantee the public link. Siigo does not return it for every company; when it is missing, the quote is still created and the Met says so instead of inventing a URL.
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It does not negotiate the price or authorize discounts. It quotes with what your catalog holds; how far you can go down is a commercial decision and a person makes it.
FAQ
Questions about this automation
Because they are not the same thing to the tax authority. A quote is a proposal: it is not stamped, consumes no sequence number and moves no accounting, so it can be redone. An invoice is an irreversible tax document that only a credit note corrects, and that is why the connector blocks it unconditionally for any Met on a channel.
You make another one. That is the upside of it not being a tax document: changing quantities, adding an item or adjusting a discount leaves no accounting trace and forces no cancellation. Later follow up runs on the listing, which returns each one's link.
Yes: creating a third party is not a tax tool and the connector allows it over a channel. Even so, the identification and the document type are details the Met confirms with the person before registering them, because a badly created third party follows through onto every one of their invoices.
They are two different connectors and each talks to its own system: if your accounting lives in Siigo this is the automation, and if it lives in Alegra the other one is. What makes no sense is quoting in one and invoicing in the other.
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