Intelligent quoting and proposals
Win/loss analytics on lost quotes
14 days after a rejection, a one-click anonymous survey asks why (price, timing, competitor). The AI summarises monthly ('65% of losses were about long lead times, not price') and drafts a slimmed-down counter-offer for price-sensitive buyers.
New to this? Start hereautomatic quote writingQuote automation means the calculation and the formatting are no longer your job: from an enquiry or a voice note recorded on site, a program works out the numbers from your own pricing rules and hands you a finished, branded quote to check and send.
How it runs, in three steps
- 1The requirement arrives: a form, an email, or a one-minute voice note you record in the car after the survey. Four windows of this size, with removal, reveal repair and a blind, in a brick building.
- 2The program calculates from your own price list and standard times: material cost, estimated working hours, call-out fee, warranty terms. It can put the same job into three levels, basic, recommended and all-inclusive, because roughly two thirds of customers pick the middle one.
- 3The finished quote appears on your screen with a single approval button. You check the numbers and send it, and you get a signal the moment the customer opens it, so you can call while they are still reading it.
A Tuesday morning todayTuesday morning three quotes have to be written; the calculation and the formatting eat the whole morning, the third one goes out on Thursday, and half of all enquirers buy from whoever sends the first proper quote.
The same morning, automatedTuesday morning all three quotes are waiting as finished drafts, one of them built from a one-minute voice note recorded in the car; checking and sending them takes twenty minutes, and by ten you are told the first customer has opened theirs.
Worth it when: It pays off first for anyone who now spends five to ten hours a week on quoting: installers, builders, joiners, B2B suppliers. The honest condition is that there has to be a price list and a rule for how you price; if every job is a separate negotiation and nothing is written down, the program has nothing to calculate from.
Tools
- automation platform
- AI model
- form builder
How it works
- 01Survey on day 14
- 02Monthly lessons report
- 03Alternative offer to price-sensitive segment
Source: AI Automation Market Report and Practical Guide (2025–2026)
Related services
Related terms
Recipes in this category
Have a process like this? Tell us about it.
Book a call