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Quote Builder

Answer requests while the customer is still interested. Give the Quote Builder the customer’s request and it prepares a structured quote from your services and price list, with scope, options and terms, ready to send.

Setup

~10 min

Included in every plan, from €29/month.

Deploy this agent

What it does

  • ✓Reads the customer’s request or call notes
  • ✓Matches it to your services and prices
  • ✓Builds a quote with scope, options and terms
  • ✓Drafts the cover email

You provide

  • ✓Your services and price list
  • ✓Your standard terms

You get

  • ✓Quotes in minutes instead of days
  • ✓Consistent pricing
  • ✓More deals won

How it works

  1. 1You forward the request
  2. 2It drafts the quote from your price list
  3. 3You adjust and approve
  4. 4It sends it and logs it in your CRM

Works with

GmailOutlookHubSpotPDF

You stay in control

Every quote is reviewed by you before sending.

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