Use case · Sales & Quotes · Flagship
Draft quotes from enquiries, with human approval
For businesses that quote most jobs: AI reads each enquiry, flags missing information and drafts a quote from your approved price list. A person approves every quote and every follow-up before it is sent.
Baseline
Quotes take days because they compete with billable work; follow-up depends on memory. Record your current numbers first: enquiries per week, time to first useful reply, quotes sent, quotes chased.
Sample output
Draft quote: 3 line items each citing a price-list row, one flagged exception (“customer asks for weekend work — outside standard rates, needs your call”), and a gap list for the reply email.
Illustrative example. Not a live customer result.
Inputs
- Approved, current price list with an owner
- Your last 10 accepted quotes as examples
- Service boundaries: what you do, what you refuse
- Discount and exception rules, written down
What AI prepares
- Read the enquiry and list missing information
- Draft a quote with each line referenced to the price list
- Flag anything that falls outside your service boundaries or discount rules
- Queue unanswered quotes and draft follow-ups on your schedule
A person approves
- A person approves amount, scope and any discount before sending
- A person approves every follow-up message
- No quote is auto-sent in the first phase, ever