A custom AI quote/proposal/estimate generator for trades, contractors, agencies, and B2B service shops. Walk the job, talk into your phone, get a branded PDF with line items and a payment link in front of the customer the same day. Built in 3–6 weeks for businesses where quoting is the bottleneck.
If your quoting process is "the owner walks the job, takes some photos, then spends 2–4 hours on Sunday turning it into a Word doc using a Sheet for pricing and a folder of photos for context" — and quotes go out 2–3 days late, half don't get followed up, and conversion is mediocre because your document looks like every other contractor's — this is the build that fixes it.
HVAC, plumbing, electrical, remodelers, pool/spa, roofing, landscaping. Anywhere line-item estimates are the work and the owner's evenings are spent in Word.
Marketing, design, dev shops, fractional services. Anywhere proposals are bespoke but mostly the same as last week's, with surgical edits to scope and pricing.
Custom manufacturing, specialty B2B services, project-based work. Anywhere a "quote" is really a structured document combining scope, materials, labor, terms, and pricing — and right now it's manual every time.
The economics of quoting are brutal for most service businesses. Three things compound to lose deals you should be winning.
The customer who got your quote 2 days late already got two from competitors. Same-day quote = first to respond = highest probability of close. Late quote = you're now the comparison shop's reference price.
Different jobs priced differently because you're working from memory. Margins erode silently. Customers compare notes and now you have a reputation problem on top of a margin problem.
Half the quotes that go out never get a follow-up touch. The other half get one well-meaning text 5 days later. Conversion suffers, and you have no idea which quotes are still warm vs. cold.
The flow looks deceptively simple from the outside: talk into your phone, get a branded PDF. Underneath it's a real engineering build — voice transcription, structured extraction, a pricing engine, document generation, and a quote-tracking workflow.
Voice memo (Whisper transcription), photos (vision-model parsing for scope hints), rough notes, or a structured form. Pick whichever fits the moment — voice on the truck, form at the desk.
LLM with structured outputs converts the intake into a normalized data model: scope items, materials, labor estimates, special considerations. Output is reviewed by you before pricing — the AI proposes, you decide.
Your rates, your markups, your bundles. Deterministic math — not LLM-guessed prices. Margin floors enforced. Optional packages and add-ons. The pricing logic lives in code you can audit, not in a model that might hallucinate a number.
Templated output in your branding, with conditionals (hide sections that don't apply), optional packages, terms, payment schedule, and embedded payment link. Looks like a real business — not a Word doc with your logo pasted at the top.
Each quote tracked through stages: sent, viewed, follow-up due, accepted/declined. Automated follow-up sequence at customizable intervals. You see the entire quote pipeline at a glance.
Stripe (or your preferred processor) link embedded in the quote. Customer accepts → deposit collected → automatic project kickoff. No separate invoicing step.
Multi-tenant Postgres, audit logging, role-based access, multi-LLM provider routing, eval suite on the extraction step. The unsexy parts that keep this working when one of your suppliers changes pricing on you.
Quote Generator outcomes show up in three places — quote velocity, conversion, and margin. Every business is different, but the direction is consistent across builds.
We walk through how you quote today — voice, paper, Word, Sheet, photo folder, all of it. By end of call we know whether Quote Generator fits and roughly what the scope looks like.
Stakeholder interviews, rate book audit (the make-or-break), template design with your branding, pricing logic mapped, fixed-quote SOW. Output is yours regardless of next step.
Week 1: intake (voice/photo/form). Weeks 2–3: structured extraction + pricing engine. Week 4: PDF generation, payment link, quote tracking. Weeks 5–6 (when applicable): follow-up automation, eval suite, polish, pre-launch testing on real jobs.
30-day stability watch. Quarterly business review that surfaces follow-on builds. Maintenance retainer covers hosting, monitoring, bug fixes, minor enhancements, LLM API baseline.
No. The AI extracts scope from your intake and proposes line items — but pricing comes from a deterministic engine running on your rate book. Margin floors are enforced in code. The AI never decides the dollar amount; you do, via the rate book it draws from.
Most are. Tiered pricing, regional adjustments, customer-specific rates, package bundles, seasonal multipliers — all supported. The pricing engine is custom to your operation, mapped during paid scoping. If your pricing logic genuinely can't be expressed in code, we'll tell you on the discovery call.
Whisper transcription is excellent. Structured extraction quality depends on how consistently you describe jobs — we tune the extraction prompt during scoping based on your real voice memos. The output is always reviewable by you before pricing applies, so an extraction miss never costs you money on a quote.
No. Quote Generator integrates with your CRM (HubSpot, Pipedrive, Salesforce, ServiceTitan, JobNimbus, etc.) for customer records, quote tracking, and follow-up automation. Your CRM stays where it is; we wire into it.
If you're on a vertical estimating tool (e.g., a construction estimating platform), Quote Generator can complement it — handling the intake and customer-facing PDF while the estimating tool stays for internal cost calc. Or it can replace the customer-facing piece entirely. Discovery determines which.
Hosting (pass-through with margin), monitoring, bug fixes, minor enhancements (defined SLA), quarterly review, LLM API costs up to a baseline. Rate book updates are included as a normal part of maintenance — pricing changes shouldn't require change orders.
Once Quote Generator is in place, the document-generation engine extends naturally to contracts, SOWs, change orders, invoices, and post-project documents.
See full details →Once quotes are tracked in real-time, the data feeds naturally into a dashboard showing pipeline value, conversion rate, sales-cycle metrics, and forecasted revenue.
See full details →The natural next step: when a quote is accepted, kick off the full project setup automatically — folder creation, calendar blocks, supplier orders, kickoff emails.
Discuss →A 30-minute discovery call confirms whether Quote Generator fits your operation, what the scope looks like, and what the next step is.