Quote every enquiry in minutes — and chase it until it's won.
A managed AI automation that reads each enquiry, builds a professional quote or proposal from your own pricing, sends it while the customer is still keen, then follows up on its own until they book or say no. Accepted? It hands the job straight to invoicing.
- Enquiry to branded quote in minutes, not days
- Priced from your real rate card — never made up
- Automatic, polite follow-up until it's won or lost
- Clean hand-off to invoicing the moment it's accepted
The job you lost was the quote you meant to send tomorrow.
An enquiry comes in while you're on a job, at a meeting or knee-deep in the last quote. You'll get to it tonight. Tonight becomes the weekend. By the time you've priced it up, written it out and made it look presentable, two days have gone — and the customer has already booked whoever answered first.
Then there's the pile of quotes you did send and never chased. Not because you didn't want the work, but because remembering to follow up forty open quotes, at the right time, in the right tone, is a job on its own. So they sit there going cold — real money, quietly walking out the door because nobody had a spare hour.
What slow quoting really costs
- Hot leads lost to whoever quoted first
- Evenings and weekends spent writing quotes
- The same line items typed out for the hundredth time
- Sent quotes that never get a single follow-up
- Won jobs re-keyed by hand into an invoice
From "can you quote this?" to "you're booked" — handled.
We wire an AI layer onto the tools you already use. It reads the enquiry, builds the quote from your pricing, sends it, chases it, and passes the win to invoicing — pulling a person in only for the calls that need one.
Build the quote
Every enquiry is read in full — from your web form, email or phone message. The AI works out what's being asked for, matches it to your rate card and line items, and produces a branded quote or proposal in your template. Simple jobs can send automatically; anything with a judgement call is drafted for one-click approval.
Price from your rules
It prices against your real numbers — hourly rates, materials, call-out fees, packages, margins and the discounts you actually allow. It doesn't invent figures. When a job falls outside your defined rules, it flags it for a human instead of guessing, so nothing goes out that you wouldn't have signed off yourself.
Follow up on its own
Quotes that go quiet get chased on a schedule you set — a well-timed, well-worded nudge, then another, in your voice. The follow-up stops the instant the customer replies, books or declines. The extra jobs you were leaving on the table start closing without anyone having to remember to chase.
Hand off the win
When a quote is accepted, the same line items become the invoice — no re-typing. The automation marks the job won, updates your CRM or job system, raises the invoice and notifies the right person, so the path from enquiry to paid is one clean flow instead of five manual steps.
It plugs into the way you already quote.
Map your pricing & template
On the scoping call we capture how you really quote — your rate card, standard line items, packages, terms and the branded template you send. That becomes the logic the AI builds against, in your format and your language, not a generic one-size-fits-all quote.
Connect your enquiry sources
We wire it to where enquiries actually arrive — your website form, inbox, phone message or lead source — and to your CRM, calendar and accounting or job-management tool using secure, scoped access. Credentials sit in a secrets manager and nothing changes hands that doesn't need to.
Run alongside, then switch on
Before it sends anything, we test it against your real enquiries next to your current process so you can see the quotes it produces. You sign off, it goes live, and we keep it maintained — so it stays accurate as your prices and systems change.
Built for anyone who lives and dies by the quote.
If winning work means turning enquiries into prices fast — and then chasing them — quote automation pays for itself quickly. It's the same managed build underneath; we just shape the pricing logic and template to your trade or service.
Building one quote template is easy. Trusting it to send is the hard part.
Reads the enquiry properly
Customers don't describe jobs in tidy fields. The AI understands a messy, real-world enquiry — the same way you would reading it — works out what's actually being asked for, and prices it right instead of forcing it into a rigid form that breaks on anything unusual.
Wired end to end
A quote isn't a document on its own. We connect it to your enquiry sources, CRM, calendar and accounting so an enquiry becomes a quote, a follow-up, a won job and an invoice — one joined-up flow, not four disconnected tools you bridge by hand.
Owned and maintained
Prices change, tools update, logins expire. Because we run it as a managed service, we catch breakages early and fix them — which is the only reason the speed and follow-up keep paying off month after month. Weighing it against doing it yourself? Our managed vs DIY comparison is honest about the trade-offs.
Questions we get about quote & proposal automation
How fast can it actually turn an enquiry into a quote?
Minutes, not days. The moment an enquiry lands — through your website form, email or a phone message — the automation reads it, pulls out what the customer wants, prices it against your rates and produces a branded quote or proposal ready to send. For straightforward jobs it can go out automatically; for anything with a judgement call, it drafts the quote and waits for one-click approval.
Where does the pricing come from — will it just make numbers up?
No. We build it against your real pricing: your rate card, standard line items, hourly rates, materials, call-out fees, packages and margins. The AI matches the job to the right items and quantities, it does not invent a price. Anything outside your defined rules is flagged for a human rather than guessed, so you never send a quote you would not have written yourself.
Does it use our own quote or proposal template?
Yes. It fills your existing branded template — your logo, layout, terms and tone — or a clean one we build with you. Trades usually want a tidy itemised quote; B2B and services often want a multi-section proposal with scope, options and pricing. Either way the output looks like it came from your business, because it did.
What does the auto-follow-up actually do?
It chases the quotes that go quiet, on a schedule you set — a polite nudge a few days after sending, another a week later, worded the way you would word it. The instant the customer replies, books or says no, the follow-up stops. It is the part almost every business means to do and almost never has time for, and it is usually where the extra jobs come from.
What happens once a quote is accepted?
It hands off cleanly. When a customer accepts, the automation can flag the job as won, create the invoice from the same line items, update your CRM or job-management system and notify the right person — so the quote you already built becomes the invoice without anyone re-typing it. It connects to the invoicing side too, so the whole enquiry-to-payment path is one flow.
How long until it is running, and can we start small?
Most quote automations are live within two to three weeks of the scoping call, and yes — you can start with one quote type. We often begin with your most common, most repetitive job, prove it out running alongside your current process, then widen it to more job types and switch on auto-follow-up once you trust the output.
Tell us the quote that keeps slipping.
A free 30-minute scoping call. Describe the job you price again and again — and the quotes you never get around to chasing — and we'll tell you straight what a quote automation would turn around in minutes, and roughly what it would win back.