Quote & Proposal Automation
Close Deals Faster.
Automated quoting and proposal generation that turns estimates into signed contracts in hours, not weeks.
The Problem
You send 10 quotes a week. You follow up on maybe 4. The other 6 sit in someone’s inbox, and you’re too busy running active jobs to chase them.
Quoting itself takes too long — every estimate is built from scratch because there’s no system. You’re looking up material prices across three distributor sites, estimating labor from memory, and formatting everything in a spreadsheet. A single quote takes 45 minutes to an hour. Multiply that by 10 and you’ve burned an entire workday just generating proposals.
Then the client asks “what if we did 8 instead of 12?” and the whole cycle starts over.
What the Agent Does
Your quoting agent takes a project description — in plain language — and generates a detailed, line-item estimate based on your pricing data, historical jobs, and standard markup.
It pulls from your material costs, applies your labor rates, formats the quote with your branding, and sends it to the client. When the client requests changes, the agent recalculates and resends within minutes.
After sending, it follows up automatically on a cadence you set — personalized emails, not generic reminders. It tracks opens, responses, and approvals. If a quote goes cold, you get notified.
What You Get
- Draft quotes in minutes from a plain-language project description
- Consistent pricing based on your actual rate cards and material costs
- Branded proposals in PDF or web format with one-click approval
- Automated follow-up on every outstanding quote
- Revision handling that takes minutes, not days
- Pipeline visibility — see every quote’s status at a glance
Frequently Asked Questions
Can the agent generate quotes for custom work?
Yes. The agent uses your historical pricing, rate cards, and job parameters to generate accurate draft quotes. You review and adjust before it goes out — the agent handles the assembly, not the judgment calls.
What if the client requests changes to the quote?
The agent can handle revision requests — adjusting quantities, swapping line items, recalculating totals — and send an updated quote within minutes instead of days.
Does it follow up on sent quotes automatically?
Yes. Personalized follow-ups on a schedule you define — day 2, day 5, day 10. If no response, it escalates to you. No more quotes disappearing into inboxes.
What format do quotes come in?
Formatted PDFs with your branding, or web-based quotes with one-click approval — whatever works for your clients.
How does it know my pricing?
We build a pricing knowledge base from your historical quotes, rate cards, and material costs. The agent references this for every estimate, and it stays current as you update pricing.
Your Operations. Forged.
Tell us what process is eating your hours. We'll show you exactly how an agent handles it.
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