Prepare quotes without starting from scratch every time.
Collect the client’s information and get a first draft built on your own templates. Amounts, terms and sending stay under your control.
Tell us about your processHow it works, step by step.
Who it’s for
Professionals, small businesses and teams preparing similar proposals repeatedly.
Tools involved
Google Forms, email, Google Sheets, Google Docs and commercial templates.
The line we hold
Prices, discounts and terms are never approved automatically.
For every request you dig up an old document, copy the data across, and check that nothing was left over from the previous version.
The solution
We organize information, approved templates and the essential rules. When you enter the client’s data, the system prepares a draft in the agreed format.
Common questions about this automation.
Can I use my own template?
Yes, if the format is compatible with the agreed tools.
Does the system decide prices and discounts?
No. Amounts and terms require approved rules and human review.
Do I need new management software?
Not necessarily. We first check whether your current tools are enough.
Want to see how it would work for you?
Tell us about your current process and we’ll see together if it’s worth automating.