AI Solutions · Quote out in minutes, not days
Same day quoting
Priced, branded proposals generated from a single intake form and sent before the prospect has closed the tab.
01 What it costs you today
Why this one is worth fixing
A quote that takes two days to arrive competes with two that arrived the same afternoon. Price stops being the deciding factor and speed takes over.
The delay is almost never the pricing. It is finding the last similar quote, copying it, changing the numbers and remembering the terms.
Automating it also makes your pricing consistent, which is worth more than the time saved.
02 The build
Trigger, logic, action, outcome
Trigger
Intake form completed, by the customer or by your team on a call
Logic
Apply your pricing rules, options and margins, assemble the right terms for the job type
Data source
Your price list, rate card and terms library
Action
Branded proposal generated, sent, tracked, and logged against the CRM record with a follow-up sequence attached
Business outcome
Consistent pricing, same-day quotes, and a follow-up that runs whether or not anyone remembers
03 Included
What ships with it
- Intake form usable by customers or by your team mid-call
- Your pricing rules, tiers and options applied consistently
- Branded document with the correct terms per job type
- Open and view tracking so you know when to chase
- Follow-up sequence attached automatically
- Win rate by quote value reported monthly
Questions
Our pricing is complicated. Will this handle it?
Usually yes. Complicated normally means many rules rather than unpredictable ones. If a decision genuinely needs judgement, we route that quote to a human with everything else pre-filled.
Can we edit before it sends?
Yes. You can run it fully automatic, or with a review step where a person approves in one click. Most clients start with review and move to automatic within a month.
What does it do about discounting?
Whatever you tell it. Bands and approval thresholds are configurable, so a discount past a limit needs a named person to approve it.
Next step
Want this one running by month end?
Twenty minutes. Bring your call log and your enquiry inbox. If there is nothing worth fixing we will say so and you get the time back.