Quote Engine → Proposal PDF
Turn messy project emails into math-perfect quotes and formatted proposal PDFs.
The Problem
Pricing logic is often "nonlinear," complex, and locked in one estimator's head.
Manual calculations lead to inconsistency and potential margin errors.
Creating proposals takes too long, slowing down sales velocity and response times.
The Workflow
Paste unstructured project details (e.g., an email thread or conversation notes).
System parses entities (dimensions, materials, quantities) and calculates price using a database.
System suggests pricing and flags missing info for the user to complete (Gap-Fill).
Review + Approve (Human-in-the-Loop) to verify assumptions and line items.
Save finalized quote and generate a downloadable proposal PDF.
What You Get
Accurate price calculations based on defined materials and logic.
Formatted proposal PDF ready for the client.
Standardized pricing records instead of mental math.
Guardrails + Control
Calculations run against a defined materials database, ensuring consistency.
System prompts users to fill in missing information rather than guessing.
Human review of line items and totals ensures accuracy before the document is generated.
Integrations
Connects to internal materials and pricing databases.
Exports standard PDF documents.
(Integration approach varies by client stack).
Business Impact
Reduces quote turnaround time from days to same-day (or minutes).
Increases pricing consistency across the team.
Protects margins by reducing underpricing errors and missed materials.