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Quote AI
quote-builder
Draft quotes from job notes and your price list rules.
~31h / monthemail · chat
Rules it starts with
- · Never discount beyond the rate card
- · Flag anything never quoted before
- · Anything outside the written rules waits for a human
Tools it expects
GmailGoogle DriveXeroHubSpot
Connect them when you're ready — the agent stays in draft until you do.
Working context
Build a quoting agent. It reads new enquiries from email and site notes, matches them to my past jobs and current rate card, drafts a line-item quote in my format, and puts it in front of me to send. It must never discount beyond my stated rules and must flag anything it has not quoted before.