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📋
Core

Estimate, Quote & Follow-Up Agent

Generates professional estimates and quotes from intake data, sends branded proposals, and runs automated follow-up sequences when prospects don't respond.

Get StartedTry Interactive Demo
from $59/mo add-on|$297/mo standalone

What It Does

Auto-generate quotes from lead data
Branded, professional proposal PDFs
One-click e-signature integration
Automated follow-up if no response
Quote versioning & comparison
Approval workflows for managers
Win/loss tracking & analytics
Template library for common quotes

How It Works

1

Lead data feeds into configurable quote templates

2

AI generates a tailored proposal with pricing

3

Sends branded PDF via email with tracking

4

Follow-up sequence triggers if unopened or unsigned

Best For

Home servicesInsurance agenciesContractorsMed spas

Use Cases

Send quotes within minutes of an inquiry

Auto-chase unsigned proposals

Standardize pricing across your team

Track quote-to-close conversion rates

📋

Add Quote Agent to Your Team

Add-on (tiered)
$59–$99
/mo
Standalone
$297
/mo
Get StartedView All Plans

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