Quotes take days
Every quote is built by hand in a spreadsheet by the one person who knows the prices.
What we build
Quotation and invoice automation
We automate how quotes are built, approved, sent and turned into invoices, using your price lists, margins and tax rules. Customers get a correct quote in minutes, and finance stops chasing numbers across spreadsheets.
Who it's for
Errors in prices or tax
Wrong rates, old prices or missed discounts reach the customer.
Invoices that lag the work
Jobs finish but invoices go out late, and cash comes in later still.
What you get
- Quote builderProducts, services, options and margins from your price list, in your template.
- Approval rulesDiscounts above a limit go to a manager before the quote is sent.
- Send and accept onlineCustomers open the quote, accept it and pay a deposit from one link.
- Quote to invoiceAccepted quotes become invoices in Tally, QuickBooks, Zoho Books or SAP, with GST or VAT correct.
- Payment remindersPolite reminders on email and WhatsApp until the invoice is paid, then marked off on their own.
The first two weeks
After two weeks your team builds a real quote from your price list, sends it, and the accepted quote creates a draft invoice.
After that
- 01AI that reads RFQs and drafts the quote
- 02CRM connection
- 03Payment links with Stripe or Razorpay
- 04Multi-currency and export documents
Scope it in 60 seconds
Three questions. You get the shape of the first two weeks and the stages after, and you can send it to an engineer as your brief.
Questions buyers ask
How much does quote and invoice automation cost?
The two-week prototype is a flat price agreed on the first call, in your currency. Further steps are quoted after it in stages, each with a date.
How long does it take?
Quote to draft invoice works after two weeks. Approvals, reminders and integrations are added in dated stages.
Can it read quote requests from email?
Yes. An AI step can read an RFQ email or PDF, match the items to your catalogue and draft the quote for a person to check.
Will the invoices be tax compliant?
Invoices are raised in your accounts system with your GST or VAT settings, including e-invoicing where it applies, so compliance stays where your accountant already checks it.
Start with this
An engineer reads your brief and replies within minutes.
Related
One process, fixed end to end.
One process, from enquiry to payment or order to delivery, mapped, trimmed and automated across your systems.
The busywork, gone
Enquiries answered, quotes sent, invoices paid and systems talking to each other, without a person copying it across.
Answers at 11 pm
AI that replies to customers, books, follows up and reads your documents, with a person one step away.