D2.1Included
Your price list, structured
Prices, options, minimums and discounts set out so the workflow can use them reliably.
Detail D2 — Quotes
Quotes drafted in minutes, checked by you.
Writing quotes is slow, and slow quotes lose work. We build a workflow that takes the details from an enquiry or a call, applies your prices and rules, and drafts the quote or proposal in your template. You check it, change anything you like and send it.
- Price
- On request
Fig. D2.1 — From request to quoteNot to scale
RequestEnquiry · Call notes · Site visit
Draft builtP1Your prices, rules and template
You checkAdjust and approve
Sent and loggedWith a follow-up reminder
Table D2 — Scope
What the quoting workflow covers.
D2.2Included
Details captured
Measurements, quantities and requirements pulled from the enquiry, call notes or a form.
D2.3Included
Draft quote
The numbers calculated by rules you agree, not guessed by AI.
D2.4Included
Proposal text
Scope, approach and terms drafted from your past proposals, in your words.
D2.5Included
Your template
Output in your branded document or quoting tool, ready to send.
D2.6Included
Approval step
Nothing goes to a customer until someone on your team has checked it.
D2.7Included
Follow-ups
A reminder when a quote hasn't had a reply, and the outcome recorded when it does.
Notes — How the numbers work
AI writes the words. Your rules set the prices.
- 01Prices are calculated from your price list and rules, the same way every time.
- 02AI drafts the descriptive parts: the scope, the explanation, the covering email.
- 03Anything unusual, like a job outside your normal range, is flagged for a person instead of quoted.
- 04You can see how each figure was worked out.
Table D2.2 — What we measure
How you'll know it's working.
- Time to send a quote
- From request to sent
- Quotes sent per week
- Capacity freed up
- Quotes accepted
- Win rate, before and after
- Edits before sending
- How good the drafts are
General notes — FAQ
Questions about automated quotes.
Our jobs are all different. Can this still work?
Usually, yes. Even bespoke work follows patterns: the same materials, rates and steps in different amounts. Where a job is a genuine one-off, the workflow drafts the text and leaves the pricing to you.
Can it work from a phone call or site visit?
Yes. Notes, a voice memo or a form filled in on site can all feed the draft.
Which quoting tools does it work with?
We work with the documents and tools you already use, or set up a simple template if you don't have one.
Fig. D2.2 — Next step
Spending evenings writing quotes?
Tell us how you quote today and roughly how many a week. We usually reply the same working day.