Sounds like a poorly thought out requirement. If you are tasked with speeding up the generation of quotes and find that AI can do the job well, that is perfectly reasonable. But if you are told what tool to use to make it happen, whomever tasked you with it doesn't understand that AI is a tool, not a goal. (I say that often enough, I may need to put it on t-shirts.)
For him and his boss and the boss of his boss it may well be a goal to use more AI in business processes. It may be decided in the strategy to spend X% on AI in the next 3 years. So you will do exactly that and not question if it makes sense at all.
I disagree here. It sounds to me like the requirements are clear: Use some AI "agent" to perform this task. That means it should be trained on a particular dataset, and it should perform a particular function. This would be in place of trying to write software to directly do this, just let the AI perform task processing, proposal drafting, document formatting.
