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Sales Agent
Quote & Proposal Agent
Listens to a request, asks the right qualifying questions, and drafts a clean quote or proposal in your format — ready for you to review, edit, and send. Quotes go out same day. Less back-and-forth, more closed work.
Live Sample
From request to ready-to-send quote, in 3 steps
The agent does the qualifying and the typing. You do the final review and the human touch.
Step 1. Customer request comes in
Email Inquiry · 8:12 AM
Janet Reyes · Reyes Architecture
“Hi — we’re wrapping a 2,400 sq ft commercial build downtown and need final exterior cleaning + window detailing before turnover next Friday. Two stories. Can you quote it?”
Step 2. Agent asks the right qualifying questions
Happy to quote it, Janet. Three quick things to lock in pricing:
1. Window count, roughly?
2. Any height past 12 ft (we’d add lift rental)?
3. Power-wash for stucco/concrete too, or windows only?
1. Window count, roughly?
2. Any height past 12 ft (we’d add lift rental)?
3. Power-wash for stucco/concrete too, or windows only?
28 windows. Top floor is ~22 ft. Yes — include the stucco wash on the south face.
Step 3. Drafts the quote in your format — ready to send
Quote #2058 · Reyes Architecture
DRAFT
Window detailing — 28 windows, 2 stories
$840
Lift rental & setup (top floor > 12 ft)
$425
Power-wash — south face stucco
$680
Same-week turnaround surcharge
$150
Total
$2,095
Pricing pulled from your rate sheet. Surcharge rule applied automatically. You approve before it sends.
Why This Matters
Get quotes out the same day — without the late-night admin
Your rate sheet, your rules
Built on your actual pricing logic — surcharges, minimums, package discounts. No more pulling the calculator out at 9 PM.
Always asks the right questions
The agent doesn’t guess. It asks the qualifying questions you wish you always asked — before drafting the number.
You approve before send
The draft lands in your “Approve” folder. Edit, tweak, or send as-is. The human sign-off stays with you.