Sales & quotes
Quote-prep assistant
Writing quotes is rarely difficult – but it's the same work every time: read the inquiry, dig out the building blocks, look up prices, write it up. And because that takes time, it gets put off.
You'll get …
- 1
A draft instead of a blank page
Every quote starts with a prepared draft built from your own text and service building blocks – in your tone of voice.
- 2
Open points at a glance
Everything that needs clarifying before anyone can name a price is listed clearly in one place.
- 3
Your quoting logic, written down
Packages, prices, building blocks and limits are recorded in a clear structure rather than only in people's heads – the basis for every draft.
01Intro
The assistant takes on the preparation, not the decision: it reads the inquiry or brief, pulls the right text and service building blocks from your library, suggests a draft – and clearly lists what still needs clarifying before anyone can name a price. Instead of starting from scratch, you start at eighty per cent. The last twenty – checking, adjusting, deciding, sending – are still up to you.
Worth knowing: the quality depends on your quoting logic. If prices and standards only exist in people's heads, the first step is writing them down – that's part of the project, not a precondition. And the system only ever prepares binding pricing and specialist decisions as a draft: people check and send.
02How it works
- 01
Make your quoting logic visible
What packages, prices, building blocks and limits are there – and where are they written down? This step alone often makes the biggest difference: for the first time, your quoting know-how is written down in a clear structure.
- 02
Curate the text building blocks
Your best quote copy becomes a library: introductions, service descriptions, terms – in your tone of voice, not AI-speak.
- 03
Build the drafting workflow
Inquiry or brief in, draft and list of open points out – as an internal tool, kept as lean as possible.
- 04
Test it on real cases
Your last ten real inquiries go through the assistant: where does it get it right, where does it miss? We then refine the building blocks and rules.
- 05
Make it part of daily work
The team learns the workflow: read the draft, clear up the open points, adjust, send. The assistant becomes part of the routine, and quotes go out faster.
03Stages
The entry level needs no software of its own – just your logic in good shape.
Starter: building blocks + templates
A curated library of text building blocks plus prompt templates for the AI tool you already use.
Next step: the internal mini tool
A qualified inquiry in, a draft and list of open questions out – a small tool of your own for the quoting process.
Full build: connected
Connected to a quote database, your CRM and email drafts.
04Try it yourself
On the left an inquiry brief, as the inquiry qualifier delivers it. On the right the quote starts empty – one click, and the assistant puts it together from your building blocks. The last 20 % are yours: settle the open points, then send.
The draft never leaves the building automatically: check, adjust, decide, send – that stays reserved for humans.
05Technical implementation
- Input: a qualified inquiry, brief or call notes – the more structured the input (see the inquiry qualifier), the better the draft.
- Knowledge base: service building blocks, text building blocks, pricing logic, sample quotes and tone of voice – carefully curated, not thrown together.
- The language model generates the draft, open questions and building-block suggestions; it never makes up prices where the logic doesn't provide them.
- Output to suit your process: an email draft, Google Doc/Word, CRM note or internal dashboard.
- The safe way to start is exporting rather than sending – a direct email connection only comes once the workflow has proved itself.
- Hosting: as a small internal tool or a feature within your existing website or portal stack.
for context · This shows how something like this usually gets built – not how it has to be built for you. What actually fits is worked out in the project: around your existing setup, your team, and what stays easy to maintain.