Automate quotes and proposals
Turn a request into an accurate, consistent quote faster, with pricing pulled from one place, approvals routed automatically and follow-ups that do not rely on memory.
Quotes built by hand every time
Most quoting delays come from rebuilding the same document, checking prices in several places and chasing approval.
Copied from the last quote
Each quote starts from an old one, so outdated prices and wrong details slip through.
Pricing lives in several places
Rates sit in a spreadsheet, a supplier list and someone's head, so every quote needs checking.
No follow-up once it is sent
Quotes go out and nobody chases them until the customer has already gone elsewhere.
Slow quotes lose work
The business that responds first with a clear price often wins.
Jobs lost to faster competitors
A quote that takes days gives the customer time to accept someone else's.
Margin leaks from errors
An old rate or a missed line item comes straight off the profit on the job.
Senior time spent on admin
The people who know the pricing spend hours formatting documents instead of selling.
A quote process that runs itself
We automate the repetitive parts and keep a person on the pricing decisions that need judgement.
Talk to us about quotingMap how a quote is built
We follow a real request from enquiry to sent quote and note every lookup, calculation and approval.
Centralise pricing
Rates and rules move into one source, so every quote uses current numbers.
Generate and route
The quote document is produced automatically, and anything over a threshold goes for approval.
Follow up automatically
Reminders and status updates go out on schedule, and accepted quotes create the job.
The result: Quotes go out faster, prices stay consistent, and fewer opportunities go cold waiting for a follow-up.
Safe by design
Automation is only useful if you can trust it. Every automation, integration and AI agent we build follows the same controls, and is designed around Australian and New Zealand privacy expectations.
Least-privilege access
Credentials stored securely, never in code
Human approval for higher-risk steps
Logging and failure alerts
A way to pause or remove any automation
Documentation and handover
Read how we handle security and data, or see our approach to AI safety and governance.
Read more on this
How to Automate a Manual Quoting Process
Learn how to automate the repetitive parts of quoting without removing the human judgement needed for estimating, pricing and approvals.
Read the guideConstruction Job Costing Automation: Getting Timesheets, Supplier Bills and Variations into the Right Job
How builders and trades can get labour, supplier bills and variations into the right job automatically, so job costing is current and accurate.
Read the guideHow AI Can Help Trades and Field Service Businesses Win More Jobs
How AI automation helps trades and field service businesses capture more leads, reduce missed calls and follow up without another person chasing.
Read the guideFrequently asked questions
The repetitive parts can: pulling rates, calculating totals, producing the document, routing approval and following up. Pricing decisions that need judgement stay with a person.
Usually. We generate quotes from, and send accepted quotes back into, the systems you already use where they allow it.
We automate the standard parts and leave room for manual adjustments, so a custom job still gets a person's review.
Yes. Acceptance can create the job, notify the team and update the customer record, so nothing is retyped.
A focused quoting workflow is often weeks, not months. We scope it after mapping how your quotes are built today.
Show us how a quote gets built today
Walk us through one recent quote. We will show you which steps can be automated first.
Custom software and automation projects typically start from A$2,500. Final pricing depends on the systems involved, complexity and scope. For a larger or more complex project, book an initial consultation.