Quoting & Estimates · AI automation
Quoting AI that gets the number out first — and follows up until you win.
Quoting AI builds accurate ballpark quotes and branded proposals in minutes, lets clients accept and e-sign on their phone, and follows up on every open quote automatically. Quote faster, follow up on autopilot, and close more of the jobs you bid.
5 ready-to-build automations · each is an Agent at $497/mo + $1,500 setup · bundle several into a Transformation.
Quoting & EstimatesExample: Roofer
Instant Ballpark Quotes
A hot lead wants a number now — but your quote is stuck behind three other site visits this week.
A custom AI builds an accurate ballpark from the intake answers and your pricing rules — in under two minutes.
78%
go with the first business to respond with a clear quote.
Source: Lead Response Mgmt
✓You quote first — and first usually wins.
What we build it with
🔧Custom AI botClaude / GPT, trained on your businessYour pricing sheetrules the AI follows
This is an Agent — $497/mo + $1,500 setup. Want several working together? That’s a Transformation — not stacked fees.
Book a free demo →
Quoting & EstimatesExample: General contractor
Branded Proposal Drafts
Writing a proper proposal eats an evening — so they pile up, and the prospect cools off waiting.
From a few scope notes, a custom AI drafts a clean, branded proposal ready for your review and send.
+35%
more deals close when the proposal arrives fast and looks the part.
Source: industry data
✓Polished proposals out in minutes, not nights.
What we build it with
🔧Custom AI botClaude / GPT, trained on your businessPandaDoc / Google Docsbranded template
This is an Agent — $497/mo + $1,500 setup. Want several working together? That’s a Transformation — not stacked fees.
Book a free demo →
Quoting & EstimatesExample: Landscaping
Online Accept + E-Sign
The quote gets a “looks good”... then sits for two weeks because signing it is a hassle.
Prospects review, accept, and sign right from their phone — and it auto-converts into a scheduled job.
+35%
more quotes accepted when clients can e-sign on the spot.
Source: industry data
✓“Looks good” turns into a signed job in one tap.
What we build it with
🔧Custom AI botClaude / GPT, trained on your businessPandaDoc / DocuSigne-signature
This is an Agent — $497/mo + $1,500 setup. Want several working together? That’s a Transformation — not stacked fees.
Book a free demo →
Quoting & EstimatesExample: Kitchen remodeler
Automatic Quote Follow-Up
You send the quote and... silence. Most businesses give up after one nudge — right before the yes.
A friendly, human follow-up sequence checks in on every open quote until they decide.
80%
of sales need 5+ follow-ups — most businesses send one.
Source: Marketing Donut
✓No quote dies from silence again.
What we build it with
🔧Custom AI botClaude / GPT, trained on your businessSMS + emailmulti-touch sequence
This is an Agent — $497/mo + $1,500 setup. Want several working together? That’s a Transformation — not stacked fees.
Book a free demo →
Quoting & EstimatesExample: Auto glass
Win/Loss Tracking
You bid all day but couldn’t say which quotes actually convert — or why the others walk.
Every quote is tracked to won or lost, so you can see your real close rate and what drives it.
100%
visibility into which quotes convert — and which leak.
Source: your own data
✓Stop guessing. Price and pitch with real numbers.
What we build it with
🔧Custom AI botClaude / GPT, trained on your businessYour CRMpipeline tracking
This is an Agent — $497/mo + $1,500 setup. Want several working together? That’s a Transformation — not stacked fees.
Book a free demo →
Start risk-free
See one of these running on your own business.
Book a free demo and automation audit. We'll put a live AI on your own leads and show you the leaks worth fixing first — you decide from there.
Book my free demo →
FAQ
Quoting & Estimates, answered.
How much does a Quoting & Estimates automation cost?
Each one runs as an AI Agent: $497/mo plus a one-time $1,500 setup. Want several working together? That becomes a Transformation (from $2,500/mo) — never stacked agent fees.
Do I have to commit before I see it work?
No. Every engagement starts with a free live AI demo trained on your own business and a free automation audit, so you see it working before you decide.
Will this work for my industry?
Yes. The examples here show specific industries, but each automation works the same whether you run a law firm, a med spa, a dealership, or a plumbing crew — and we only ever message your own opted-in contacts.