Quotes from your pricing rules
Per-square-foot, per-item, packages, minimums and add-ons applied the same way every time, so every quote is consistent.
Home / Quote & Proposal Automation
Lead-to-Cash stages 3–4: Quote & Close
Quote & proposal automation for small businesses
Turn qualified leads into professional quotes in minutes, built from your own pricing rules. Follow-ups, e-signatures and deposits run on their own, and accepted work lands on your schedule.
Where deals stall
The quote is often where a ready-to-buy customer cools off. These are the usual reasons.
Quotes take days
Someone has to look up the job, run the numbers and write it up between everything else.
Pricing depends on who wrote it
Two people quote the same job differently, and minimums or add-ons get missed.
Nobody follows up
Quotes go out and sit. Without a reminder, customers move on or forget.
Approved work waits
A customer says yes, then the job stalls on a signature, a deposit or getting it scheduled.
What gets automated
Built on the way you price and sell today, from your price sheets, minimums and packages.
Job details pulled in automatically
Details collected at intake, plus property information and photos where available, are added to the quote without retyping.
Professional, branded proposals
Clean proposals with your logo and terms, including good, better and best options when you offer them.
Automatic follow-up
Friendly reminders go out on a schedule you choose and stop the moment the customer replies or accepts.
E-signature and deposits
Customers approve online and pay a deposit in the same step, with no printing, scanning or phone tag.
Accepted work gets scheduled
An accepted quote becomes a job in your CRM and on your calendar, ready for your team.
How it works
From a qualified lead to signed, scheduled work, with you in control of what gets sent.
Step 1
A qualified lead arrives
With the details collected at intake, from any channel.
Step 2
A quote is drafted
Built from your pricing rules, with options and add-ons.
Step 3
You review it
Approve with one click, adjust it, or let routine quotes go automatically.
Step 4
It's sent with follow-ups
Reminders run until the customer says yes or no.
Step 5
Accepted work is booked
Signed, deposit collected and added to your schedule.
You stay in control
- You set the pricing rules. Your rates, minimums, discounts and limits. The system never invents a price.
- Review before anything is sent. Approve every quote at first, then move to reviewing only the exceptions when you're ready.
- Judgment calls go to a person. Jobs that need a site visit or a closer look are flagged for your team instead of guessed.
- Every quote is logged. Each version, follow-up and approval is recorded in your CRM, so nothing falls through the cracks.
- Your accounts, your data. Built on accounts in your name and documented, so you're never locked in.
Works with what you already use
- Your CRM
- Estimating or quoting tool
- Price sheets & spreadsheets
- E-signature
- Payment processor
- Calendar & scheduling
- Email & text messaging
A good fit for
Home services and trades, professional services, medical and dental offices, real estate, and other local businesses that depend on inbound calls and quote requests.
Getting started
Most clients start with one service line, using their existing price sheet, and compare automated quotes with the ones their team writes before going live. See how engagements work.
Can it handle my pricing if it's complicated?
If your team can price a job from a price sheet and a few details, it can usually be automated. Jobs that need a site visit or a judgment call are flagged for a person instead of guessed.
Will quotes go out without my approval?
Not unless you want them to. Most clients start by approving every quote, which takes about a minute, and move to approving only exceptions once they trust the results.
Do I need new quoting software?
Usually not. We work with the CRM or estimating tool you use today. If you quote from spreadsheets or paper, we recommend an option that fits your size and budget.
What does it cost?
After the free consultation, you get a fixed price for the pilot. Any ongoing software or AI usage is billed by those providers to accounts in your name, and we estimate it for you up front, so there are no surprises.
How quickly can it be running?
A pilot on one service line typically runs within a few weeks. It runs side by side with your team, so you can compare automated quotes with yours before it goes live with customers.
Automate the whole Lead-to-Cash lifecycle
Each service works on its own, and they're designed to hand off to each other. See the full lifecycle.
Get quotes out while customers are still interested
In a free, no-obligation consultation, we'll look at how you quote today and show you what could be automated first.
Or call (636) 329-4961