2–3 weeks
AI Sprint
$5,000
One quote or proposal generator for your main service, using your pricing and template. Live in 2–3 weeks.
- Written scope and launch date
- Built, tested and live
- Training for your team
- 30 days of fixes
✦AI Quotes & Proposals
Send the quote while the lead is still hot.
Give it the call notes, photos or a form, and it drafts the quote or proposal in your format, with your pricing rules, ready to check and send.
Focused sprints $5,000Larger builds quoted separatelyYou own the custom build
From call notes to quote
- Call notes and photos inPatio, 400 sq ft · stamped finish · 2 photos
- Line items draftedPrep, pour, stamp, seal · from your price list
- Proposal in your formatSummit Concrete · Quote #2041 · $9,850
- Sent for e-signatureReminder scheduled for Thursday
Quote sent the same day
Before you buy
Is this the right next step?
A good fit when
Your team creates similar proposals repeatedly and has approved pricing, terms, and service descriptions.
Start smaller if
A reusable document template or your CRM's quote tool is enough. AI should not invent prices or contractual terms.
What we check first
Past proposals, required fields, the authoritative price list, approval responsibilities, and document access.
How to judge the result: Compare drafting time, correction rates, and quote turnaround. Proposal generation alone does not improve win rates.
Interactive walkthrough
Product simulation · sample dataSee how AI Quotes & Proposals works.
Follow one realistic example from the first input to the result your team receives.
INPUTCall notes, scope and pricing rulesSTEP 1Map the ai quotes & proposalsOUTPUTBuilding…
1
NOW HAPPENING
Map the ai quotes & proposals
You show us the process. We ask where it breaks.
Input receivedMap the ai quotes & proposalsFixed quote in 24 hoursBuild and testLive and handed over
Step 1 of 4
The problem
Sound familiar?
01
Quotes take days
Writing them is the job nobody has time for.
02
Every proposal looks different
Depends on who wrote it.
03
Pricing mistakes
Forgotten line items and old prices.
What you get
What we build for you.
Built on your tools and your data, tested on real cases, and handed over so you own it.
From notes to draft in minutes
Call notes, site photos, forms or a voice memo.
Your pricing rules
Price lists, minimums, markups and options.
Your format and brand
Proposals that look like your best ones.
Review before sending
Your team checks and adjusts every draft.
E-signature and follow-up
Send, sign and remind, connected to your CRM.
Learns from wins
Uses your accepted proposals as examples.
How you buy it
Agree the scope before you build.
A focused workflow may fit a $5,000 sprint. Full applications and larger integrations need a separate Custom Build quote from $15,000. Ongoing support is optional. Live by the agreed date, or the final scheduled installment is waived.
Month to month
AI Build Team
from $3,500/mo
More services and templates, pricing updates, follow-up automation and a monthly report on quote speed.
- Same builder every week
- Slack requests in 48–72 hours
- Monitoring and fixes
- Monthly report
How it works
A focused sprint takes 2–3 weeks after scope and access are agreed.
01
30-minute call
You show us the process. We ask where it breaks.
02
Fixed quote in 24 hours
Written scope, price and launch date.
03
Build and test
Weekly demo, on your real data.
04
Live and handed over
Your team uses it. We fix anything for 30 days.
Who it's for
Built for businesses like yours.
Every build is shaped around your tools, your data and how your team works.
- Contractors and home services
- Agencies
- B2B services
- Manufacturers and distributors
Built before
Similar workflows we've built for clients.
Real screenshots, client names kept private.
Full workflowEtsy receipt processing and task list
Order receipts arrived as files and were read and logged by hand.
- Watches a Drive folder for new receipts
- Converts each file and pulls out order number and total
- Adds a next step such as “mark as shipped”
- Logs everything in a tracking sheet
MakeGoogle DrivePDF toolsOpenAIGoogle Sheets
Full workflowUploaded files into Asana tasks
Audio files and documents were uploaded and then never acted on.
- Watches Dropbox for new files
- AI reads or transcribes each one
- Pulls out the action items
- Creates the tasks in Asana
MakeDropboxOpenAIAsana
Questions
Before you start.
Can it get our prices wrong?
Prices come from your price list, not from the AI's memory. The AI writes the words; the numbers come from your rules.
Will proposals sound generic?
We train it on your best past proposals and your tone, and your team reviews every draft.
Can it work from photos or voice notes?
Yes. Claude can read photos and transcripts and turn them into line items for your team to check.
Which tools does it connect to?
Your CRM, e-signature tool and accounting software, for example HubSpot, PandaDoc and QuickBooks.
More solutions
Often built together.
✦AI Quotes & Proposals
Send the quote while the lead is still hot.
Request a free consultation. You get a fixed, written quote within 24 hours.