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AI.04 · Component of SVC.AI v7.0 · Live

Quote + Proposal Drafts

Quote draft pre-filled in seconds. You review, you send.

AI-assisted quote and proposal drafting that turns a booking form or intake call into a ready-to-send quote in seconds.

/ Component Spec v7.0
Component ID AI.04
Parent Module SVC.AI
Status Live
Included With AI & Automation retainer
Standalone Available
Typical Ramp 14-30 days

The case for this component.

Writing quotes takes time. Your estimator spends an hour per quote, minimum. Half of them go unanswered.

Pre-filling quote drafts from intake data turns that hour into five minutes of review. More quotes out the door means more booked jobs. That math adds up fast.

Inside the component.

01 / 06

Intake-to-quote pipeline

Form or call data flows into quote draft.

02 / 06

Template library

Pre-built quote templates per service type.

03 / 06

Pricing engine

Your pricing rules encoded in the draft generator.

04 / 06

Photos and attachments

Relevant work photos auto-included.

05 / 06

Review workflow

You edit, approve, send. Never pushed without approval.

06 / 06

Follow-up triggers

Automated follow-ups if quote isn't accepted.

Four phases.

PHASE 01

Discovery

Your quote process, pricing rules, templates.

PHASE 02

Build

Template engine with your pricing logic.

PHASE 03

Integrate

Tied into intake and CRM.

PHASE 04

Refine

Team adopts, we refine based on feedback.

Outputs.

✓ Quote draft engine deployed
✓ Pricing rules encoded
✓ Integration with intake and CRM
✓ Follow-up triggers automated
✓ Monthly quote-acceptance-rate report
✓ Time-per-quote reduced significantly

Explore the module.

← Back to AI & Automation overview

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