Quotes & proposals in minutes

1. 01

   Site survey to quote by voice (voice-to-quote, 3 minutes)

   After the survey the technician records a 1-minute voice note in the van; the AI extracts materials and sends a finished PDF quote to their phone in 3 minutes.

   5–10 h/week

2. 02

   Good-better-best tiered quotes

   Three packages instead of one price (Basic, Premium, VIP), raising average order value 20–30%.

   2–4 h/week

3. 03

   Proposal open tracking & heatmap alerts

   Alerts the salesperson the moment the buyer opens the proposal, so the call lands at the hottest decision moment.

   1–2 h/week

4. 04

   Lost quote analysis & win-back

   After a rejection it uncovers the real reasons automatically and drafts a slimmed-down counter-offer for price-sensitive buyers.

   1–2 h/week

5. 05

   Bulk B2B quoting with partner discounts

   Turns bulk item lists into official quotes in seconds using the buyer's contract prices and live stock.

   5–10 h/week

6. 06

   Material estimation from site measurements

   Calculates required materials, cutting waste (+10%) and estimated labour hours automatically from measured dimensions.

   3–6 h/week

Workflows

1. 3-minute AI quote generatorTop 6From a form, email or survey notes the AI applies your pricing rules and norms, calculates materials, labour hours, delivery and warranty terms, and shows the finished draft on the salesperson's screen with one approve button.
2. Quote follow-up by SMS48 hours after a quote: 'Hi Péter, did our offer for the industrial flooring come through Tuesday? Any questions I can help with?' Three times the reply rate of another reminder email.
3. Voice-to-quote from site surveysAfter a survey the technician records a one-minute voice note in the van ('four 120x150 plastic windows, triple glazing, removal, brick').
4. Psychological three-tier quotes (good-better-best)One price makes buyers ask whether; three make them ask which.
5. Interactive proposals with open trackingInstead of a static PDF, an interactive web proposal.
6. Quote-to-cash: signature and deposit invoice in one clickThe customer picks a tier and signs digitally; the contract is generated; n8n calls Billingo or Számlázz.hu to issue the 50% deposit invoice with a Stripe or Barion payment link; the project appears in ClickUp or Trello.
7. Dynamic branded proposal documentsMagazine-quality proposals instead of ugly spreadsheets: the customer's logo on the cover, your three most similar reference projects with photos, the delivery team and the warranty background.
8. Win/loss analytics on lost quotes14 days after a rejection, a one-click anonymous survey asks why (price, timing, competitor).