Solution: Automated quoting
Writing quotes takes too long, and slow quotes lose jobs
From a request to a draft quote in minutes: your price rules calculate the numbers, AI drafts the wording from similar past work, and a person approves before it goes out.
Sounds familiar?
Signs this is costing you time
For many service and trade businesses, the quote is the sale. The customer compares a few providers, and the one who replies first with a clear, professional quote often wins. Yet quotes are usually built by hand from old documents, spreadsheets and memory, by the same senior people who are busiest.
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Customers wait days for a quote while competitors reply the same day.
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Only one or two senior people know how to price complex jobs.
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Quotes are copied from old documents, and old details slip through.
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Pricing mistakes are found after the job is won, when they cost money.
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Nobody can easily see which quotes were won or lost, and why.
Before and after
How it works today, and how it works after
How it works today
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A request arrives by email or phone with incomplete details.
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Someone asks follow-up questions over several days.
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The quote is assembled from an old document and a spreadsheet.
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A senior person checks the numbers when they find time.
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The quote goes out as a PDF and is tracked in someone's inbox.
How it works after
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A structured request form captures what pricing needs.
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Your price rules calculate the numbers automatically.
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AI drafts the scope and wording from similar past quotes.
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A person reviews, adjusts and approves in one screen.
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The quote is sent, tracked and linked to the CRM.
What we build
What we build
Smart request form
Pricing engine
AI drafting
Past work library
Review and approval
Delivery and tracking
In practice
What it looks like in practice
An illustrative walk-through, not a client story.
A commercial cleaning company receives a request for nightly cleaning of a three-floor office. The website form asks for floor area, number of restrooms, frequency and special requirements. The pricing engine calculates hours, labor and supplies from the company's own rates.
AI drafts the scope of work, drawing on wording from similar past office contracts, and a cover letter that mentions the client's request for eco-friendly products. The operations manager reviews the draft, adjusts one line item for a difficult access requirement and approves it. The client receives a professional quote the same afternoon, and the CRM tracks when it is opened.
Models and tools
AI models and MCP servers that usually fit
We choose models by task, data sensitivity and cost, and test them on your real examples before we commit. These are common starting points, not a fixed recipe.
How we build it
The services behind this solution
Most solutions combine two or three of our services. These are the ones this one usually needs.
AI copilots
AI helpers built into your product or internal tools that draft, summarize and suggest while people decide.
Document automation
Read invoices, forms, contracts and IDs, pull out the right fields and route them for review.
Internal tools
Custom software for your own team: trackers, approval flows and back-office systems that replace spreadsheets.
Industries where it fits best
Honest limits
Limits and human checks
AI should not set prices. Numbers come from your rules, which are written and tested like any other software, so they are predictable and auditable. AI drafts the words around those numbers, and a person approves every quote before it is sent.
The quality of drafts depends on the quality of past quotes. If old documents contain outdated terms or mistakes, the AI may repeat them, so we clean up the library first and mark which documents are good examples. Complex or unusual jobs still need expert judgment; the system saves time on the routine parts so experts can focus on those.
Keep exploring
Services, industries and case studies
Related services
View all related services- AI copilots AI helpers built into your product or internal tools that draft, summarize and suggest while people decide.
- Document automation Read invoices, forms, contracts and IDs, pull out the right fields and route them for review.
- Internal tools Custom software for your own team: trackers, approval flows and back-office systems that replace spreadsheets.
- Dashboards and reporting Dashboards that pull numbers from the systems you already use and show what matters without a spreadsheet.
- RAG knowledge assistants Assistants that answer questions from your own documents and show where each answer came from.
- AI workflows Step-by-step automations where AI handles the reading, sorting and drafting inside a process you control.
Solutions
View all solutions- Invoice processing Read supplier invoices, match them to orders and push approved ones into accounting, with exceptions flagged for review.
- Screening assistant Summarize each application against your criteria, flag strong matches and missing information, and leave every decision to a person.
- Receipt capture and matching Snap a receipt, and the details are read, categorized and matched to the card transaction and the right project.
- Contract review assistant Highlight unusual clauses, missing terms and deviations from your standard positions, so reviewers focus where it matters.
- AI-assisted content workflows Briefs, first drafts, edits and repurposing in a workflow where people set the angle and approve every word.
- Approval workflows Requests, approvals and reminders in one place, with clear owners and deadlines instead of long email threads.
Industries
View all industries- Construction and facilities Job tracking, maintenance requests, inspections, quotes and proof-of-work photos for builders and facility teams.
- Home services Booking, dispatch, quotes, invoicing and reviews for plumbers, electricians, cleaners and other home service businesses.
- Professional services Client portals, proposal drafting, knowledge assistants and internal tools for consultancies, agencies and firms.
- Manufacturing Quality inspection, production dashboards, quoting tools, knowledge assistants and legacy system modernization for manufacturers.
- Finance and accounting Client portals, document collection, invoice and receipt processing, and reporting for accounting firms and finance teams.
- Tax and compliance services Client portals, document checklists, case queues and deadline tracking for tax preparers and compliance firms.
Case studies
View all case studiesGuides and articles
View all guides and articlesAI models
View all ai models- General purpose All-round language models for writing, summarizing, support, extraction and most everyday business tasks.
- Claude Sonnet 5 Anthropic's balance of speed and intelligence: a strong everyday model for assistants, document work, tool calling and coding.
- GPT-6 Sol The middle model of the GPT-6 family, positioned for complex coding and agentic workflows at a mid price level.
- Claude Opus 5.5 Anthropic's recommended starting point for most serious work: long-running agentic coding and knowledge work, with a 1M token context window.
- Gemini 3.8 Flash Google's most capable Flash model, stable since September 2026, for agents, software engineering and enterprise workflows with full multimodal input.
- Claude Haiku 4.5 Anthropic's fastest and lowest-cost Claude model, with near-frontier intelligence for high-volume and real-time work.
MCP servers
View all mcp servers- Files and storage Servers that connect AI to cloud drives and object storage, so it can find, read and organize documents.
- Google Drive Google's own Drive MCP server lets AI search, read and create files in Google Drive, with your Google Workspace sign-in.
- HubSpot HubSpot's official hosted MCP server lets AI search and manage CRM records, query CRM data and work with marketing emails, pages and posts.
- QuickBooks Online Intuit's official QuickBooks Online MCP server lets AI search and create customers, invoices, bills and payments and pull financial reports.
- Box Box's official MCP server lets AI search and read files, ask questions across documents with Box AI, extract data and upload files.
- Context7 Upstash's Context7 MCP server gives coding assistants current, version-specific documentation for thousands of libraries.
Glossary terms
View all glossary terms- Structured output Structured output is when an AI model returns its answer in a fixed format, such as JSON matching a schema, so software can use it reliably.
- AI copilot An AI copilot is an assistant built into a tool people already use, which suggests, drafts and explains while the person stays in control.
- RAG RAG, or retrieval-augmented generation, is a method where an AI system first finds relevant passages in your documents, then answers using only those passages.
- Claude Code Claude Code is Anthropic's agentic coding tool, which works in a developer's terminal, IDE, desktop app or browser to read code, run commands and make changes.
- Hallucination A hallucination is when an AI model states something false or invented as if it were true, such as a made-up fact, figure or source.
- LLM integration LLM integration is connecting a large language model to your software and data, so AI features work inside your own products and processes.
FAQ
Questions about automated quoting
Have a question that is not here? Ask us directly.
AI drafts the wording well. The numbers should come from your own pricing rules, calculated by software you can test. That combination is fast and reliable. See AI copilots.
Yes. Accepted quotes can create deals, projects or invoices automatically. See CRM integration.
Complex pricing is where software helps most, because the rules are applied the same way every time. We capture them with your senior staff and test them against past jobs.
Not necessarily. We can add AI drafting and automation around a tool you already use, if it has an API. Otherwise a focused internal tool may fit.