Sales operations

Send accurate quotes while the customer is still deciding.

We build systems that read incoming quote requests, pull the right items and prices from your price lists and past jobs, and assemble a draft quote or proposal for your team to check and send.

Book a Discovery CallEstimate your cost 

Sound familiar?

  • Quotes take days because the person who knows the pricing is busy
  • Copying line items between spreadsheets, old quotes and email
  • Inconsistent pricing and missed items from one quote to the next
  • Prospects buy from whoever answers first

Works with

  • Microsoft 365 / Outlook
  • Google Workspace / Gmail
  • QuickBooks Online
  • Xero

A good fit for:Trades and contractors, manufacturers, distributors, and freight and logistics firms that quote every job.

How it works

  1. Capture the request

    Requests from email or your website form are collected with their attachments, drawings or specs.

  2. Understand it

    An AI step extracts what is being asked for: items, quantities, locations, dates and special conditions.

  3. Build the draft

    The system matches items to your price list and similar past jobs and assembles a draft quote in your template.

  4. Review and send

    Your team checks margins and details, adjusts anything, and sends it. Nothing goes to a customer without a person approving it.

Your data stays where you choose, never trains AI models, and sensitive actions can require a person's approval. How we handle data.

Estimate what quote and proposal automation costs you.

The sliders start from typical numbers for this kind of work. They are assumptions, not benchmarks: set them to match your team.

2
10
$55
40%
Hours a year spent on repetitive work
960
What that work costs you each year
$52,800
Hours automation could give back
384
Potential yearly value recovered
$21,120
Book a call to check these numbers

This is a rough estimate, not a quote. It assumes 48 working weeks a year and uses only the numbers you enter. Your real results depend on your processes and systems — that is what the discovery call is for.

Common questions

Our pricing is complicated. Can this work?
Complicated pricing is usually where the time goes. We start from your real price lists and past quotes and keep a person in charge of the final number.
Do we need new quoting software?
Not necessarily. We can produce quotes in your existing template and connect to QuickBooks Online or Xero where that helps.
Can it send quotes automatically?
It can, but we recommend starting with draft-and-review until you trust the results.

Other systems we build

Want to see if this fits your business?

Led by Hassan Mugne, Founder & CEO. Built in Toronto, Ontario.

Book a Discovery Call