Quote and bid prep · for sales teams
Customer requests turned into a clean package, ready to price.
Customers send requests every which way: emails, photos, spreadsheets, voicemails. This pulls out what's being asked for and lays it out the same way every time, so inside sales can price it instead of retyping it.
You probably need this if
- Quotes wait in an inbox before anyone can start
- Inside sales retypes customer requests
- Details get missed and quotes go out wrong
The problem
Inside sales spends hours retyping
Before anyone can price a request, someone has to read it, figure out what's being asked, and type it into a usable format. That's time the quote isn't moving.
How it works
Step by step
A request comes in
Forwarded email, attachment, photo or notes.
The details get pulled out
Items, quantities, specs, dates and anything missing.
A clean package is built
In your template, with questions flagged for the customer.
Your team prices it
Starting from a tidy sheet instead of a messy email.
Run your numbers
See what it’s worth to your business
- Retyping them today54 hrs
- Starting from a clean package14 hrs
What you get
Set up for you, start to finish
Every setup is shaped to how your business already works. After a free 15 minute call you get a short written plan with the cost to set it up and run it, before anything starts.
- Your quote template, built in
- Missing details flagged
- Works from email, attachments or photos
- Handoff to the people who price
Good to know
Questions owners ask
Does it set the prices?
No. Your team prices. This gets everything ready so they can.
What formats can it read?
Emails, spreadsheets, PDFs and photos of handwritten lists.
Often paired with
Fifteen minutes to find out if it fits.
No pitch until the end, and only if something actually helps.