AI Quoting: From Request to Proposal in Minutes
50% of quotes never get sent because they take too long to prepare. AI reads the job request, applies your pricing rules, and sends a professional proposal — before your competitor even opens their email.
To automate quoting, businesses use AI-powered systems that read incoming job requests (via email, form, or chat), extract key details like job type, scope, and location, then apply pre-configured pricing rules to generate an accurate quote. The proposal is formatted professionally and sent to the customer via email or SMS — typically within minutes of the initial enquiry, rather than the 2–3 days most businesses take.
Slow Quotes Are Costing You Jobs
Speed wins work. The first business to respond gets the job 78% of the time.
average time Australian SMEs take to send a quote
of requested quotes never get sent at all
of jobs go to the first business that responds
average time spent manually preparing each quote
✕ Before AI Quoting
- Customer emails or calls with job request
- You read it between jobs (hours or days later)
- Manually calculate pricing from memory or spreadsheet
- Type up a quote in Word or email
- Send it 2–3 days later — if you remember
- Customer has already booked someone else
✓ After AI Quoting
- Customer submits request (form, email, chat, or call)
- AI reads the request and extracts job details instantly
- Pricing rules applied automatically — accurate every time
- Professional, branded quote generated in seconds
- Sent via email + SMS within minutes
- You win the job because you responded first
AI Reads the Request. Generates the Quote. Sends It — Automatically.
Set your pricing rules once. AI handles the rest — from reading the job brief to sending the proposal.
Smart Job Parsing
AI reads emails, form submissions, and chat messages to extract job type, scope, location, and urgency — no manual data entry needed.
Your Pricing Rules
Configure your rates, materials costs, travel charges, and markups. AI applies them consistently every time — no more guesswork or pricing errors.
Minutes, Not Days
Quotes generated and sent within minutes of the enquiry. Be first to respond and win more work.
Branded Proposals
Professional, branded PDF or web-based proposals with your logo, terms, and a clear call to action to accept the quote.
Multi-Channel Delivery
Send via email, SMS, or both. Include a one-click accept button so customers can approve on the spot.
CRM & Pipeline Sync
Every quote is logged in your CRM with status tracking. Follow-up reminders trigger automatically if the customer hasn't responded.
How It Works — 3 Simple Steps
Request Comes In
A customer submits a job request via your website form, email, chatbot, or phone call. AI captures and parses the details instantly.
AI Generates Quote
Your pricing rules, rate cards, and margin preferences are applied automatically. The AI assembles a complete, branded proposal with line items and totals.
Quote Sent & Tracked
The proposal is emailed and/or texted to the customer. You get notified, and automated follow-ups ensure nothing falls through the cracks.
Who This Is For
Any business that quotes on jobs and wants to respond faster than the competition.
Trades & Construction
Plumbers, sparkies, builders, landscapers — quote jobs from site without paperwork slowing you down.
Cleaning & Maintenance
Regular and one-off cleaning quotes based on property size, frequency, and scope. Sent in minutes.
Professional Services
Consultants, accountants, IT providers — scope and price engagements with consistent methodology.
Agencies & Freelancers
Creative and digital agencies quoting projects from briefs. AI scopes and prices based on your rate card.
The Numbers Speak for Themselves
reduction in time from enquiry to quote sent
more quotes sent per week — without extra admin time
improvement in quote-to-job conversion rate
Frequently Asked Questions
Can AI handle complex or variable pricing?
Yes. You set the rules — per-hour rates, material costs, travel fees, tiered pricing, volume discounts. The AI applies them consistently. For highly custom jobs, it flags them for your review before sending.
What if the customer's request is vague?
The AI asks clarifying questions via the same channel (email, SMS, or chat) before generating the quote. It gathers enough detail to produce an accurate estimate.
Can I review quotes before they go out?
Absolutely. You can set up an approval step for quotes above a certain value, or let smaller quotes go out automatically while you review larger ones.
Does it integrate with my existing quoting or accounting software?
We integrate with popular tools like Xero, MYOB, ServiceM8, Tradify, HubSpot, and many more via Make.com or n8n automation platforms.
How long does it take to set up?
Most businesses are up and running within 1–2 weeks. We configure your pricing rules, branding, and integrations during onboarding.
Quote Faster. Win More Work.
Book a free AI audit and we'll map out how to automate your quoting process — from enquiry to sent proposal in minutes.
Book Free AI Audit