Quote & Estimate Automation
Stop losing deals to slow quotes. Our AI gathers requirements through natural conversation, calculates pricing based on your rules, and delivers professional quotes in minutes — not days. Customers get instant answers, you get more closed deals.
Key Benefits
- Quotes in minutes, not days
- Consistent, accurate pricing every time
- Professional, branded quote documents
- Reduce admin workload dramatically
- Capture requirements you might miss
- Track quote status and follow up automatically
How It Works
Getting started is simple
Map Your Pricing Logic
We document your pricing rules, variables, and any special conditions.
Build Requirement Gathering Flow
Natural conversation that captures everything needed for an accurate quote.
Design Quote Template
Professional, branded documents that represent your business well.
Automate Delivery & Follow-up
Quotes sent instantly with automated follow-up to close the deal.
Why AI vs Traditional?
Built For Your Industry
Businesses that benefit most from quote & estimate automation
Common Questions
Everything you need to know about quote & estimate automation.
Still have questions?Very. We can handle tiered pricing, volume discounts, geographic variations, custom options, and conditional logic.
You decide. The AI can have authority to offer discounts within limits, or escalate negotiation requests.
PDF is standard, but we can also do branded emails, online quote pages, or integrate with your proposal software.
Yes — Xero, QuickBooks, FreshBooks, and others for seamless quote-to-invoice workflows.
Ready to Get Started?
Book a free consultation to discuss how quote & estimate automation can transform your business.