Quote in minutes, not days.
A slow quote is a lost quote. Your quoting agent turns an inquiry into an accurate, on-brand quote, estimate, or proposal automatically — then follows up until it's signed. Your customer hears back while they're still excited, and you win the ones who used to buy from whoever answered first.
Capture
Pulls the details from the inquiry — scope, quantities, service type, location — from a form, call, or chat.
Price
Applies your pricing logic, service catalog, and rules — consistent every time, no mental math or stale spreadsheets.
Generate
Produces a clean, branded quote or multi-page proposal that looks like your best work, in your voice.
Send & sign
Delivers it for e-signature in minutes, while the customer is still in buying mode.
Follow up
Chases the open quote automatically until it's accepted — then hands the won deal to onboarding.
The cost of doing nothing
The fastest accurate quote usually wins. Days-long turnarounds lose.
When a customer asks for a price, they're at peak intent — and they're almost always asking more than one company. Whoever gets an accurate, professional quote back first has a massive edge, because the majority of buyers go with the vendor that responds first. But quoting is fiddly: pulling details, doing the math, formatting the document, and remembering to follow up. So it slips to 'tomorrow,' and tomorrow the customer already signed with someone else. Your quoting agent collapses that turnaround from days to minutes.
10 min vs 42 hrs
what customers expect vs what most businesses actually deliver
Quote turnaround research ↗How it works
How your quoting agent works
It captures the request
From a form, a call transcript, or a chat, the agent pulls the details it needs to price the job accurately.
It prices to your rules
It applies your pricing logic, packages, and margins — so every quote is consistent and correct, no matter who's busy.
It generates a branded document
A polished, on-brand quote, estimate, or full proposal is produced in your voice — ready to send, not a rough draft.
It sends, signs, and follows up
The customer gets it for e-signature within minutes, and the agent follows up until it's accepted.
Capture
Pulls the details from the inquiry — scope, quantities, service type, location — from a form, call, or chat.
Price
Applies your pricing logic, service catalog, and rules — consistent every time, no mental math or stale spreadsheets.
Generate
Produces a clean, branded quote or multi-page proposal that looks like your best work, in your voice.
Send & sign
Delivers it for e-signature in minutes, while the customer is still in buying mode.
Follow up
Chases the open quote automatically until it's accepted — then hands the won deal to onboarding.
What it handles
Everything your quoting agent does, working together as one system.
Instant quote generation
Turns an inquiry into an accurate quote or estimate in minutes using your pricing — while the customer is still engaged.
Full proposal building
Generates multi-page, branded proposals with scope, options, and terms for higher-ticket or B2B sales.
Your pricing logic, applied
Encodes your rates, packages, tiers, and rules so pricing is consistent and you never undercharge by accident.
E-signature & payment
Sends for one-click e-signature and can collect a deposit on acceptance, so 'yes' turns into money immediately.
Automatic quote follow-up
Chases every open quote on a cadence until it's signed — closing the loop the follow-up agent is built for.
Won-deal handoff
The moment a quote is accepted, it kicks off onboarding and updates your CRM — no manual re-entry.
In your world
What this looks like in your business.
Same agent, tuned to your industry. A few examples of the exact moment it earns its keep.
Contractors & trades
The moment: Estimates take days and the customer calls three companies.
The agent: The agent sends an accurate, branded estimate in minutes — so you're the first and most professional bid.
Agencies & B2B services
The moment: Proposals eat hours of senior time to assemble.
The agent: The agent drafts the full scoped proposal instantly from the discovery details, ready for your final review.
Events & catering
The moment: Every inquiry needs a custom package and price.
The agent: The agent builds tailored packages and quotes on the spot, capturing bookings before they shop around.
Auto & equipment
The moment: Quotes depend on configuration and options.
The agent: The agent applies your option pricing accurately and sends a clean quote with financing terms included.
Insurance & financial
The moment: Clients want fast, clear numbers to decide.
The agent: The agent produces compliant, on-brand quotes quickly so you stay first and trusted.
Wholesale & distribution
The moment: RFQs pile up and turnaround is slow.
The agent: The agent prices and returns RFQs fast and consistently, lifting win rates on volume business.
Minutes
from inquiry to sent quote
First
to respond — where the win is
Consistent
pricing, every single time
You're never running it alone
A dedicated AI Specialist
A real person who knows your business and tunes this agent to how you actually operate.
A direct line to our team
A private chat for any change, question, or new idea. Drop it in and we build it.
We build, run, and improve it
We don't hand you software. We operate it and keep it sharp as your business grows.
The full team
Quoting is one of four front-line agents — strongest together.
Most businesses leak money in the same four places. Inbound catches the lead, outbound finds more, quoting closes them fast, and follow-up makes sure none slip — all on the operations layer underneath.
Inbound Agent
Answer every lead in seconds — day or night.
Explore InboundOutbound Agent
Fill your pipeline on autopilot.
Explore OutboundFollow-Up Agent
Never let a deal go cold.
Explore Follow-UpOperations & Infrastructure
The engine room beneath all four agents — intake, onboarding, data, and reporting, automated so delivery never buries your team.
Want a quoting agent working in your business?
Book a free 30-minute call. We'll show you exactly how your quoting agent would work for your business — and what it's worth — before you commit to anything.
Book a Strategy Call