Quote & Proposal Builder
Drafts quotes and proposals using our current price list, templates, standard terms, and past proposals. Every draft is reviewed by a person before it's sent.
What it does
Saves time on: Writing quotes and proposals from scratch. Best for: Service businesses, trades, agencies.
People can ask it things like:
- Start a new quote for a customer.
- Draft a proposal similar to our last [SERVICE TYPE] job.
- Turn these job notes into a quote.
- What do we normally include for a [SERVICE TYPE] job?
What’s in the template
- How to build it (about 30 minutes)
- Agent Builder fields
- Instructions (paste everything in the box)
- Documents to gather first
- Test it before you share it
From the team behind these tools
Want to know where AI could save your business hours every week?
Sierrix’s AI interviewer calls you for about 15 minutes and asks how your business really runs. You get a practical automation plan built on the tools you already use, with a specialty in Microsoft 365 and Copilot, reviewed by a person before it reaches you.