Smarter Systems. Sharper Insights. Stronger Outcomes.

Quote2Close - Australia’s Only Automation Tool For End-to-End Business Workflows

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Certified Partner

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Certified Partner

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Certified Partner

Monday.com logo

Certified Partner

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Certified Partner

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Certified Partner

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Quote 2 Close - Single Workflow

Data-Insite + GraftAI — Built for Businesses That Need Speed

In industries where time is money, every second counts. Orders come in fast. Products move quickly. Customers expect instant quotes, fast turnaround, and accurate invoices — every time.

Data-Insite and GraftAI have built the first and only Australian solution that automates your entire Lead-Quote-Sales workflow from lead follow-up, quote creation in your CRM, (i.e. Monday.com) to sales closure and invoice generation in QuickBooks — perfectly suited for high-volume B2B and B2C operations.

No errors. No double entry. No delays. Just speed and precision in a single integrated solution leading to quicker payments and increased cashflow.

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AI transforms Lead-Quote-Sales workflows for faster and accurate orders.

How We Make Your Business Faster

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Instant Product & Customer Mapping

All your data for your products, services, pricing structures (including discounts and freight), are synched between your Sales and Accounting platforms.  This enables:

  • Quick repeatable Quotations/Proposals
  • Consistent data with auto-population of descriptions, prices, and IDs
  • Transparent sales process, keeping customer up-to-date


Result:
 No mistakes. No wasted time. No missed orders.

Quote to close

Quote-Invoice Integration

All your data for your products, services, pricing structures (including discounts and freight), are synched between your Sales and Accounting platforms.  This enables:

  • Quick repeatable Quotations/Proposals
  • Consistent data with auto-population of descriptions, prices, and IDs
  • Transparent sales process, keeping customer up-to-date


Result:
 No mistakes. No wasted time. No missed orders.

Quote to close product icon

Scalable Solution for Any Business Size

Designed for businesses that:

  • That have separate Sales (Configure/Price/Quote) and Accounting (Invoice) platforms
  • Sell both B2B and B2C
  • Need fast, accurate order-to-invoice cycles

Everything scales automatically — no extra admin required.

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Benefits for Your Business

Who This Is For?

  • Importer/Wholesalers
  • Fast-moving consumer goods (FMCG) suppliers
  • Manufacturing
  • Multi-location operations
  • Service businesses


If you need speed, accuracy, and scale, this is built for you.

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Data-Insite can support your company at any scale

Quote to Close Optimisation