Quote builder
Turns each customer request into a priced quote from your price list, sent after you check it, or automatically.
What it does.
- 1
A request comes in.
Requests from your website and email land in one place.
- 2
AI drafts the quote from your price list.
It matches what the customer asked for to the items and prices on your list.
- 3
You check it and send it.
Change anything you like before it goes out, or have quotes sent automatically.
- 4
Your customer accepts it in one tap.
They can accept, sign and pay a deposit from the same link.
What changes for you.
Quotes go out sooner.
A draft is ready as soon as the request arrives.
Every quote uses your prices.
Prices come from your list, so the same work gets the same price.
Open quotes get followed up.
Follow-ups go out on their own until the customer replies or accepts.
Every request and quote in one place.
See what's been quoted, sent and accepted on one screen.
How we build it.
- Explain.
Tell us how you quote today, by voice or text.
- Map.
We map how your quoting process runs today, step by step.
- Design.
We design the quote builder around your prices and tools.
- Build.
Approve it, and we build it, connected to the tools you already use where possible.
Questions.
Can quotes go out automatically?
Yes, if you want them to. You can check each quote before it's sent, or have quotes sent automatically, for example only when every item matches your price list.
Does it use my current price list?
Yes. We build it on the price list you keep today, such as a spreadsheet or your accounting software, and connect to it where possible.
Can customers sign and pay a deposit?
Yes. Your customer can accept, sign and pay a deposit from one link, through Stripe, Square or the payment processor you already use.
Will it work with the software I use?
We start with the tools you already use and connect the quote builder to them where they allow it.
What does it cost?
It depends on what we're building. We quote the work before anything starts, and you decide whether to go ahead.