#16 · LeadsCustom AI Operations
Proposal & estimate generation
AI drafts the proposal from your call notes; you approve and send.
After the site visit or sales call, the AI turns your notes into a clean proposal with line items, pricing from your price book and your terms. You review it, hit send, the customer signs online and pays the deposit.
Call notes → AI-drafted proposal → approved → signed
Ironwood Electric · panel upgrade and EV charger proposal
Xperience Studios· workflow live
Automation activity appears here
How it works
- 1Call notes captured
- 2AI drafts the proposal
- 3You approve it
- 4E-sign and deposit
The problem it fixes
Slow quotes lose jobs to faster competitors.
Best for
- Roofing
- Electrical
- HVAC replacements
Evidence
Faster quotes close more work.
No hard data yet
How we build it
PlatformAutomation Engine
Our proposal and estimate tools with an automation engine and an LLM drafting step.
Included in
Custom AI Operations
From $2,999 / month
Also in Leads & sales
Services that pair well with this one.
Speed-to-lead (instant follow-up)Every new lead gets a reply in under one minute.Ad lead routing (Facebook, Google LSA, Angi, Thumbtack)Every lead source flows into one CRM and one follow-up.AI web chat & SMS bot (trained on your business)A chat assistant that knows your prices, service areas and FAQs.
Want proposal & estimate generation running for your business?
Start with a free 30-day missed-call audit. We will show you what it is worth before you spend anything.
No contract for the audit. We show you the lost calls first.
- Simulated demo with sample data
- One monthly price per package
- Not legal advice