QUOTE AUTOMATION

Manual quote turnaround is a sales leak.

Done-for-you AI systems that parse inbound quote requests, draft branded quote responses, and keep your team in the approval seat before anything customer-facing goes out.

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FREE CHECKLIST

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RFQ parsing

Inbound quote requests are read for part numbers, quantities, notes, missing fields, and ambiguity before they hit the reviewer.

Branded quote drafting

The draft quote follows your format, line-item style, terms, and sign-off instead of forcing your team into a new tool.

Product/catalog assistant

Catalog lookup, pricing notes, and prior quote context become searchable so the reviewer does not start from a blank screen.

PRICING

Ranges before the fit call.

These are planning ranges, not a menu. The audit confirms the bottleneck, risk, effort, and right first build.

Workflow Audit

$1,500 to $3,500

One-time engagement, 3 to 5 business days

Written audit of one bottleneck workflow, before/after process map, recommended pilot scope, and rough pilot estimate.

Pilot Implementation

$5,000 to $15,000

Built and live in 1 to 3 weeks

One workflow automated end-to-end with human-review gates, team training on the new workflow, and 30-day post-launch monitoring.

Full Implementation

Starts at $20,000

3 to 6 weeks delivery

Multi-workflow implementation integrated with existing tools, plus a monthly improvement cycle for the first 90 days.

Every engagement starts with a workflow audit. Pilots and implementations are scoped after the audit so the work matches the bottleneck, not a template.

CHECKLIST

Houston SMB AI Workflow Bottleneck Checklist

A one-page diagnostic for manual quoting, slow lead response, dropped follow-up, marketing inconsistency, internal knowledge gaps, and admin drag.

No drip campaign. The PDF opens after the email is accepted.

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