Quotes

Quoting, without the admin

Your AI drafts a branded PDF quote — grounded only in the services and prices you've actually saved, never invented — and holds it for your approval before anything reaches a lead.

Two ways a quote gets drafted

The AI proposes one, mid-conversation

Once a lead has clearly said what they need and pricing has come up, the Qualification or Nurture agent can draft a quote itself, right there in the conversation — no button needed.

You click Create quote

Open any conversation and click Create quote — your AI reads that conversation's transcript and proposes line items from it immediately, instead of waiting for the live agent to decide to. Works on any conversation, at any status, since drafting never sends anything on its own.

If there isn't enough detail in the conversation yet to confidently match it to your saved services, you'll get a message saying so rather than a guessed quote — add more detail to the conversation (or your own service list) and try again.

Nothing sends without your OK

Every drafted quote — however it started — lands in Follow-ups as a PDF preview with editable line items and notes. Nothing goes to the lead until you click Approve & send; if it's not right yet, edit the line items first, or Reject it outright. Once approved, it's sent to the lead over WhatsApp as a document.

Following up automatically

If a sent quote goes unanswered, your AI drafts a short follow-up nudge on day 2, day 5, and a final day 10 check-in — and exactly like the quote itself, every nudge also waits for your approval in Follow-ups before it sends. Nothing about a real rand figure ever reaches a lead unreviewed.

Tracking status on the Quotes screen

The Quotes screen (owner-only) lists every quote you've ever drafted — pending, sent, accepted, or lost — with its value, validity date, how many times it's been chased, and a link to the PDF. For any quote still Sent, two actions:

  • Mark accepted — the lead said yes. This logs the revenue automatically, attributed to that exact lead and quote, so it shows up on your Revenue screen and monthly attribution report without you having to log it again by hand.
  • Mark lost — the lead's clearly not moving forward. Stops any further follow-up chasing and closes the quote out.

Chasing also stops automatically the moment a quote is marked accepted — no separate step needed.

Making a quote look like yours

Settings → Business Profile → Quote settings controls the branded PDF: your logo (uploaded just above it), an accent color, an optional VAT/registration number, how many days a quote stays valid before it needs re-drafting (14 by default), and the terms line shown on every quote.

Related

  • Your AI Agents — where Quote Drafting and Quote Follow-ups fit among the rest of your AI team.
  • The Dashboard — where Follow-ups, Quotes, and Revenue actually live.
  • Trust & Compliance — how grounding stops a price from ever being invented.