Every request for a quote answered, organized and followed up
Requests for quotes from email and the website get a number and an instant reply, a draft is prepared from your price sheet for your estimator, and follow-ups run until the customer answers.
An example build for commercial contractors, fabricators and B2B service firms
Every morning
What you’d see
- Every quote with its number, stage and next follow-up
- Quotes sent, answered and won for the month
- Large requests flagged to you
What slips today
Nobody did anything wrong. There just weren’t enough hands.
- Requests for quotes sit in someone’s inbox until they have time.
- Quotes go out and nobody follows up.
- Nobody can say how many quotes went out last month, or how many were won.
The build
What comes in, what the system does with it, where the work lands, and what goes to a person.
Comes in
- RFQ emails with drawings
- Website quote form
- Calls from buyers
Handled by:
- Lead & Quote Autopilot
- Ops Autopilot
Checked against your rules
Lands in
- A quote list with numbers and stages
- Draft quotes for review
- Follow-up schedule
Goes to a person Your estimator approves every price before it goes out.
It follows up on every quote.
It does the paperwork.
A Tuesday, two ways
The same day at the same business, before and after. An example day: yours would follow your services, hours and rules.
7:30 AM
Follows up
TodayThree new requests for quotes came in overnight. One is buried under newsletters.
With the systemOvernight requests are numbered, summarized and in the quote list, with the drawings attached.
10:00 AM
Paperwork
TodaySomeone copies line items from a request into a spreadsheet to price it.
With the systemLine items are pulled into a draft from your price sheet. Your estimator reviews and adjusts.
1:30 PM
Follows up
TodayA quote sent two weeks ago is still waiting. Nobody checked in.
With the systemThe buyer got a follow-up on day 3 and replied with a question, flagged for your estimator.
4:30 PM
Paperwork
TodayThe monthly quote report means digging through sent mail.
With the systemThe quote list already shows sent, answered and won for the month.
Rules it follows
Routing and approvals follow your rules every time. These are examples; you set your own.
- No price leaves without your estimator’s approval.
- Follow up on day 3 and day 10, then stop.
- Requests over your size threshold go straight to the owner.
- Drawings and specs stay attached to the quote.
Handled with care
- Every price is approved by a person.
- Customer drawings and files are stored only where we show you.
Connects to
- Your shared inbox
- Website forms
- Your CRM or a shared spreadsheet
- Your price sheet or estimating tool
What comes first
One job, done properly, then the next.
The first build
- Request intake with numbers and instant replies
- One quote list
- Follow-ups on your schedule
A first system is usually live in about two weeks.
Added when you’re ready
- Draft quotes from your price sheet
- A monthly quote report
What we’d need from you
- A walk-through of how the work moves today.
- Your common questions and the answers you want given.
- Your rules: what’s urgent, who gets what, what always goes to a person.
- Access to the phone line, inbox or software involved, set up together. We never ask for passwords by email.
This is an illustration of the kind of system we build, not a client story. Every business gets its own build.
Tell us the one task that eats your week.
We’ll show you a working example and what it would take to automate it, with no obligation.
- A short call, with no jargon and no pressure.
- You’ll leave knowing your first quick win.
- If automation isn’t worth it for you yet, we’ll tell you.
Prefer to call?(816) 788-9555
Prefer email?[email protected]