Quoting Agent
Draw, build, estimate, send, and respond just like a human.
Works using
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No new system.No integrations.
pick your trade below ↓
- Run A3,600 mm
- Run B2,400 mm
- Base depth600 mm
- Uppers720 mm
- Drawer base cabinet 600 (A)620.00
- Sink base cabinet 800 (B)540.00
- Corner base 1000, lazy susan (E)760.00
- Upper wall cabinets, 720 high2,040.00
- Quartz countertop 40 mm1,620.00
Do you take away the old cabinets?
Yes. Removal and disposal is line 11 on your quote, $200. It's included in the total.
- 01Request
- 02Drawing
- 03Pricing
- 04Quote
- 05Reply
Pick your trade
click a planet ↓
- Pool builders Same evening quotes →
- Metal fabrication Same day quotes →
- Insurance brokerages Hours quotes →
- HVAC contractors Before dinner quotes →
- Roofing contractors Same day quotes →
- Countertops & cabinets Same day quotes →
- Sign & print shops Same day quotes →
- Freight brokers & 3PLs Minutes quotes →
Instant quotes. Win more deals.
The first good quote usually wins the job. Your agent sends it while the customer is still deciding.
- Request sits in the inbox
- Quote goes out 2–5 days
- Deal lost. They signed with whoever quoted first.
With your agent✦ Instant- Picked up the moment it lands
- Drawn, priced, approved, sent minutes
- First in the inbox. Deal won.
Quoting is messy
- The slow quote. The first good quote usually wins
- Nights at the screen. CAD, line items, PDF. By hand.
- The same questions. Already answered on the quote
- Stale prices. Last month's cost, this month's job
An agent that handles the messy parts your way.
- 01Every job is differentNo two quotes the same
- 02Drawing comes firstNo drawing, no quantities
- 03Prices moveSuppliers change them monthly
- 04Questions never stopAnswered once, asked again
- 05One estimatorEverything waits on one desk
Every quote, by hand. Agents should!
- ManualAgent Read request
- ManualAgent Measure
- ManualAgent Draw in CAD
- ManualAgent Take off
- ManualAgent Check prices
- ManualAgent Key line items
- ManualAgent Build the PDF
- ManualAgent Email it
- ManualAgent Answer questions
- ManualAgent Follow up
- ManualAgent Revise
No new system. No integrations.
You're not buying software. You're adding an agent that uses the software you have.
- Your screens It uses your CAD, quoting system and inbox with keyboard, mouse and screen.
- Nothing to connect No API projects, no new software, no data migration. Your systems stay as they are.
- Built by talking Explain your process like you'd train a new hire. It learns by doing a real quote.
- You approve Drawings, prices, discounts, sends. Wherever you want a person, it stops and asks.
- Every run on record Screenshots, values read, prices used and who approved, for every quote.
Hand the whole quote to an agent
- Reads the request
- Draws the job
- Prices every line
- Builds the quote
- You approve
- Sends it
- Answers questions
- Follows up
Agent does itYou decide
Any drawing in. CAD out.
Hand sketch, PDF print, photo or fax. The agent redraws it in your CAD before it quotes.
What customers send
- Hand sketch
- PDF print
- Phone photo
- Fax or scan
- Napkin notes
- DXF / STEP
- Run A3,600 mm
- Run B2,400 mm
- Base depth600 mm
- Uppers720 mm
Any format in. CAD out. Whatever the customer sends, the agent redraws it in your CAD, to your standards, before it prices a single line. How sketch-to-CAD works →
Five steps. One quote.
One job, start to finish: Anna Kowalski, l-shape kitchen, quartz top.
- 01
It draws the job
From a sketch, photos or plans. In your CAD, to your standards.
Drawing/CAD · kitchen cabinet- Run A3,600 mm
- Run B2,400 mm
- Base depth600 mm
- Uppers720 mm
KC-0412 · L-shape plan
- 02
It prices every line
Your price book first. Supplier sites when the book is silent.
Price book PB-2026.3 · supplier siteItem From Price Drawer base 600 Price book $620.00 Corner base 1000 Price book $760.00 Quartz 40 mm / m²Not in book · supplier price Northside Stone $500.00 Install, per job Price book $1,250.00 - 03
It builds the quote
In your quoting system, line by line. Totals checked twice.
Quoting · Q-2417Quote Q-2417Anna KowalskiDraftDescription Qty Unit Amount Drawer base cabinet 600 (A) 1 ea 620.00 Sink base cabinet 800 (B) 1 ea 540.00 Corner base 1000, lazy susan (E) 1 ea 760.00 Upper wall cabinets, 720 high 4.8 m 2,040.00 Quartz countertop 40 mm 3.24 m² 1,620.00 Delivery and installation 1 job 1,250.00 11 lines · deposit 50% $4,470.00$8,940.00 - 04
It sends it
From your inbox, in your voice, while the customer still cares.
Gmail · New messageToAnna Kowalski
SubjectYour kitchen quote Q-2417
Hi Anna, thanks for having Mike out. Your quote is attached: the L-shaped layout from the drawing, soft-close cabinets and a 40 mm quartz top, fully installed.
Q-2417 Kowalski kitchen.pdf
Send - 05
It answers the questions
By email or text, from the quote. New asks come to you.
Text message · Anna KowalskiDo you take away the old cabinets?
Yes. Removal and disposal is line 11 on your quote, $200. It's included in the total.
Answered from: Quote Q-2417, line 11
Quoting: every step
What the agent does, where you decide, and the rules it checks.
you decide every green box
- Request arrives
- Read request & attachments
- Enough to quote?No → ask the customer
- Draw it in your CAD
- You approve the drawing
- Take off quantities
- Price from your price book
- Price in the book?No → check supplier sites
- Margin within limits?No → owner decides
- Build quote in your system
- Check totals & PDF
- You approve the quote
- Email it to the customer
- Answer questions from the quote
- Covered by the quote?No → route to you
- Follow up on schedule
- Signed. Hand off the job
Agent does it You decide Rule check
Built around how you quote
Not a template. Your steps, your price book, your approvals.
- 01
Explain it once
Talk or type, like training a new hire. Hand over your SOP, price book and a few past quotes.
When a request comes in, first check: enough to quote? If not, ask the customer.
Quoting SOP.pdf Price book 2026.xlsx 3 past quotes - 02
Watch it work
It works a real job on your screen. You correct it the way you'd correct a person.
Use the 2026 price book, not last year's.
Got it. Switched to 2026 and re-priced 4 lines.
Read requestDrawingPricing - 03
Save your process
A written procedure and a flowchart. Every run follows the version you approved.
- Read request & attachments
- Enough to quote?
- Draw it in your CAD
- You approve the drawing
- Take off quantities
- Price from your price book
Change anything. Any time.
Any step, any rule, any approval. Say what changed. Approve the new version.
- Take off quantities
- Check this customer's historyAdded
- Quote over $5,000?Changed
- Email it to the customer
- You approve the quoteRepeat customers: skip
- Price in the book?
Add a step after “Take off quantities”: check this customer's history and flag anything unusual.
Step added
New rule: Quote over $5,000 → you approve first.
Rule changed
Repeat customers under the limit don't need my approval anymore.
Approval changed
Saved as version 4. You approved it. The next run follows it. The last runs keep the version they ran on.
Your rules. Exactly.
Written once in plain English. Followed every time.
- Quote over $5,000? You approve first
- Price not in the book? Check two suppliers
- Margin under 22%? Hold for the owner
Never, on any run
- Discount without your OK
- Guess a missing dimension
- Promise an install date
- Send what you said to review
Approvals, where you want them
It stops and asks you.
What it built, what it checked, what looks off and what it suggests. Approve, edit, reject, or take the wheel.
from your desk or your phone ↘
Send quote Q-2417 to Anna Kowalski?
You asked to see every quote over $5,000 before it goes out.
Agent suggests: Approve and sendOne item needs a look. Everything else checked out.
QUOTE Q-2417 · Kowalski kitchen
DrawingKC-0412 rev A · approved
Cabinets8 lines · price book PB-2026.3
Quartz top 3.24 m²$1,620.00 · supplier price
Install & removal$1,450.00
Deposit50% · $4,470.00
Total$8,940.00
Review notes
- 10 of 11 prices match the price book
- Quartz is priced from Northside Stone, not the book
- PDF totals match the screen
Your team, before and after
| Today | With your agent | |
|---|---|---|
| Turnaround | Waits for the estimator | Starts when it lands |
| Your estimator | Drafts and keys | Reviews and sells |
| Pricing | From memory | Book, then suppliers |
| Customer questions | Answered tonight | Answered in minutes |
One quote, start to finish
if you wish to see it in action!
Conceptual walkthrough with sample data and a fictional company, not a recording of a customer's run. Screens of third-party software are recreated for illustration; product names belong to their owners.
If you send quotes, it can learn yours
Construction & home services
- Pool builders
- Roofing
- HVAC
- Countertops & cabinets
- Plumbing
- Electrical contractors
- Solar installers
- Landscaping & hardscape
- Fencing & decks
- Concrete & paving
- Painting
- Flooring
- Windows & doors
- Siding & gutters
- Garage doors
- Kitchen & bath remodelers
- Closets & storage
- Insulation
- Fire sprinklers & alarms
- Security & low voltage
- AV integrators
- Glass & glazing
- Water & fire restoration
- Pest control
- Excavation & septic
- MEP subcontractors
- General contractors
Manufacturing & fabrication
- Metal fabrication
- Sign & print shops
- CNC machining
- Sheet metal
- Injection molding
- Custom packaging
- PCB assembly
- Wire harness & cable
- Control panels
- Custom machinery
- Precast concrete
- Millwork & casework
- Store fixtures
- Steel buildings
- Trusses & wall panels
- Trailers & truck bodies
- Awnings & canvas
- Pool covers & liners
- Labels & flexible packaging
- Promotional products
- Trade show exhibits
Distribution & logistics
- Freight brokers & 3PLs
- Freight forwarders
- Moving companies
- Electrical distributors
- Industrial & MRO distributors
- Building materials dealers
- HVAC & plumbing supply
- Lumber yards
- Equipment rental
- Fuel & propane
- Packaging distributors
- Equipment dealers
Insurance, finance & professional services
- Insurance brokerages
- Employee benefits brokers
- Wholesale & MGA underwriting
- Mortgage brokers
- Equipment finance
- Title & escrow
- Accounting firms
- IT managed services
- Staffing agencies
- Engineering firms
- Translation services
- Marketing agencies
Facilities & business services
- Commercial cleaning
- Facility maintenance
- Elevator service
- Waste hauling
- Security guard services
- Event rentals
- Catering
- Auto body & collision
- Fleet services
- Commercial printing
- Laboratory testing
- Medical equipment (DME)
Don't see yours? If you send quotes, the agent can learn how you build them.
How many hours can you get back?
Your volume, your times, your labor cost. Estimates, not results.
Quotes × (minutes today − minutes with the agent) ÷ 60 × hourly cost
These are example assumptions, not results. Minutes per quote cover drawing, takeoff, pricing, building the PDF, sending it and answering the first questions. Use your own numbers.
Questions owners ask us
Do we have to buy new software or connect anything?
No. The agent works in the software you already use, with the same screens, keyboard and mouse your team uses, under logins you give it. Your CAD, your quoting system, your inbox. Nothing to replace and nothing to integrate.
How do you build our quoting agent?
You explain your process the way you'd train a new estimator: talk or type, and hand it your SOP, price book and a few past quotes. Then it works a real quote live while you watch and correct it. When you're happy, your process is saved as a flowchart and a written procedure.
Can we change the process later?
Any time. Add a step, change a rule, move an approval, or drop one. Tell the agent what changed, review the new flowchart and save it as a new version. Past runs keep the version they ran on.
Where do the prices come from?
Your price book comes first: a spreadsheet or a table we load for you. If an item isn't there, the agent checks the supplier sites and portals you name, with your logins, and marks that line so you can see where the number came from.
What do we approve?
Whatever you choose. Every drawing, every quote, quotes over a dollar amount, discounts, new customers, revised quotes. The agent stops, shows you what it built and the rule that stopped it, and waits.
Can it really use our CAD?
It works your CAD the way a drafter does: menus, sketch tools, typed dimensions. It draws from the measurements on the request, checks them against each other, and asks when something doesn't add up. You approve the drawing before it's priced.
What about the customer's questions?
It answers what the quote already answers: what's included, the deposit, the warranty, timing you've published. A new request, a discount, or a change in scope comes to you with a suggested reply.
Where does it run, and is it safe?
On your computers, in your signed-in sessions. Logins are kept in a vault and never shown to the AI. Every run is recorded with screenshots, values read and approvals given.
Which quote should your agent build first?
Bring one real request and the quote you sent for it.
no new system. no integrations. ↗