AI Estimate & Proposal Coordinator
Chases open quotes, keeps proposals moving, and rescues leads that went quiet.
Sent estimates and proposals with no reply, plus requests for a quote that never got written up.
Does automatically
- Track which estimates are open, viewed, expiring, or stale
- Draft polite, spaced follow-ups on your schedule
- Ask the customer for the missing detail that is blocking the quote
- Flag quotes approaching their expiry date
- Assemble a proposal draft from your own templates and line items
Needs your approval
- Every follow-up message before it reaches the customer
- Any change to price, scope, or validity dates
- Re-issuing an expired quote
Hard blocked
- Offering a discount on its own initiative
- Accepting a customer's counter-offer
- Issuing a binding quote without a human signature
Connections are scoped and agreed during onboarding. Nothing is connected without your written approval, and read-only access is used wherever it is enough.
A day in the queue
Synthetic example. Not real customer activity.
14 open estimates reviewed for age and status
6 flagged as stale, 2 expiring within 72 hours.
Follow-up drafted for a 9-day-old kitchen quote
Waiting in the approval queue with a one-line context summary.
Customer replied asking for 15% off
Discounting is never automated.
Quote expiry reminder logged for the owner
Internal reminder only, nothing sent externally.
What we would measure
100%
Open quotes touched
Sample target — nothing sits unreviewed
1 in 5
Quiet leads re-engaged
Demo figure only, not a guarantee
0
Follow-ups sent without review
By design — all customer-facing sends are approved
These numbers are sample and demonstration values used to show what we track — not results you are promised. Your own baseline is measured during the pilot before anything is claimed.
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