Solution · By problem
Ship quotes in minutes, not the next day
They ask for a price on Tuesday and you send it Thursday. By then the customer has three quotes on the table, and the one that landed first has the edge. That gets automated — and it shows in your win rate.
The problem
The quote that’s slow is the quote that loses.
- Every quote is built by hand: copy the last one, change the numbers, double-check no stale line slipped through.
- Requests pile up and the good ones wait days behind questions and fire drills.
- Two people quote the same service at different prices because there’s no single source of truth.
- You lose jobs without knowing why: the customer already said yes to someone who replied first.
Cost of staying the same
The quote that goes out late never shows up in a report as a “lost sale”: it shows up as a customer who stopped replying. You pay for it all the same — you just don’t see it.
The solution
A system that drafts the quote and leaves the rep to just review and send
- 1We connect your intake (form, email, WhatsApp) to an agent that reads the request and pulls out what’s asked, how much, and on what terms.
- 2It builds the quote from your real prices, your templates, and your discount rules: nothing invented, all from your catalog.
- 3It drops it as a draft inside your CRM so a person reviews, tweaks, and sends in one click. The judgment stays yours; what disappears is the mechanical work.
- 4We leave it measured: time from request to send, how many go out untouched, and the win rate of the ones sent fast.
What changes
What you stop losing
Whoever replies first gets the edge: reaching out within the first 5 minutes makes you 21 times more likely to qualify the lead than waiting half an hour.
MIT lead response time study (Harvard Business Review)
Your rep stops assembling documents and gets back to selling: review and send instead of starting every quote from zero.
Mechanism
What we measure: time from request to quote sent, % of quotes generated with no manual work, and win rate by response speed.
What we measure
Spec sheet
- Work it removes
- preparing each quote by hand from the last customer’s
- Typical setup
- 1–2 weeks
- Input
- price request (email, WhatsApp or form)
- Output
- quote generated as a PDF, ready to send
- Works with
- HubSpotPipedrive
- Can connect to
- Your price catalog and templatesDocument / PDF generatorWhatsApp Business or email
- What we measure
- time from request to quote sent% of quotes generated without interventionaccuracy of price and terms
- Good fit for
- a catalog and pricing rules that are fairly stable
- Not a fit for
- bespoke quotes that need engineering or case-by-case negotiation
Frequently asked questions
No. The agent doesn’t “estimate”: it uses your price catalog, your templates, and your discount rules as the only source. If a figure is missing to close the price, it flags it and leaves it for human review instead of guessing. You keep control of the final number.
Yes, as long as there’s logic behind it. If your team can explain how it’s calculated (per unit, per hour, by tiers, with surcharges), that becomes rules the agent applies. What can’t be automated is what not even you know how to decide; that stays with a person, and rightly so.
They get yours, faster. The system drafts it with your brand and your terms; before it goes out, a person reviews and personalizes it. We don’t sell a generator firing off generic PDFs: we build the boring step so your rep arrives first and with a clear head.
Want it running in your business?
You’ve pinned the problem. We ship the fix and leave it measured.