Customer quote requests
Quotes go out the same day they're asked for, drafted with today's price and stock for the rep to check.
Hours back
4
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Quote requests picked out of the inbox
Emails asking for prices are spotted and the item list is read, even when it's a photo of a handwritten list or a builder's take-off.
- 02
Items matched and priced
Each line is matched to your item, priced at the customer's level, and checked against stock and lead time.
- 03
A draft quote for the rep
Lines it couldn't match are left blank and flagged, not guessed. The rep finishes it and sends it.
- 04
Follow-up on open quotes
If the customer hasn't replied in three days, the rep gets a reminder and a short draft follow-up.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
The rep checks every line and the total, and sends the quote. Special pricing is always the rep's call.
What it's worth
What those hours add up to.
4 hours a week, over 46 working weeks, is 184 hours a year. At $50 an hour, that’s
$9,200
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
A builder emails a list of items for a job. The rep looks up each one, checks stock, applies the customer's pricing, and builds the quote. It sits behind today's orders, and by the time it goes out the customer has bought elsewhere.
What we build
- Quote requests picked out of the inbox
- Items matched and priced
- A draft quote for the rep
- Follow-up on open quotes
A month in
Quotes go out the same day instead of waiting behind the order queue, and every open quote gets a follow-up at three days, so fewer die from silence.
FAQ
Can quote drafting handle long take-offs?
Yes, and long lists are where quote drafting saves the most time. Anything unclear, like a missing size, is flagged for the rep.
Will it ever send a customer quote on its own?
Not unless you decide it should for simple repeat requests. By default every drafted quote goes through the rep before it's sent.
More for wholesale & distribution
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Thirty minutes on customer quote requests. We build its elf with you, live, and you keep it.