Compare offers without losing the conditions.
Price summaries hide important contingencies.
Est. deploy 2–4 weeksSee the walkthrough
Sales & Quoting · Construction / Insurance / Real Estate
Send a quote before the lead's coffee gets cold.
Good inquiries wait while someone rebuilds the same quote.
For: Estimating or licensed quoting leads and the team responsible for sales & quoting in construction.
01 · The outcome
What good looks like.
The team has a human-approved quote with a version, expiration date and scope assumptions, with source evidence and an explicit approval before any external action. Track time from complete inquiry to approved quote against a baseline; do not assume automation improves it.
A connected workflow that uses customer-provided scope, approved rates, exclusions and prior quote templates to assemble a line-item estimate using deterministic price rules and flag missing scope or unapproved discounts. It produces a human-approved quote with a version, expiration date and scope assumptions.
Where AI helps, and where a person decides.
AI can assemble a line-item estimate using deterministic price rules and flag missing scope or unapproved discounts. It drafts and organizes; it does not authorize spending, commitments, clinical decisions or customer communication. The estimating or licensed quoting lead verifies the source facts and approves the final action.
Estimating or licensed quoting lead is accountable. People approve customer-facing, sensitive, financial, and legally binding actions.
- Estimating or licensed quoting lead: Capture the source and scope
- Estimating or licensed quoting lead: Review the proposed outcome
- Estimating or licensed quoting lead: Release only the approved version
- Estimating or licensed quoting lead: Check the result and exceptions
A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
02 · The handoffs
How the work moves.
Every handoff has an owner. Select a step to open or close its detail.
Start when: An intake form includes the minimum scope and contact details. Connect only customer-provided scope, approved rates, exclusions and prior quote templates. The estimating or licensed quoting lead confirms the request is authorized and in scope.
Ready when: The source reference, permissions and accountable owner are recorded.
Use the authorized records to assemble a line-item estimate using deterministic price rules and flag missing scope or unapproved discounts. Preserve the original language alongside the draft and label uncertain fields.
Ready when: Each proposed fact links back to a source, and missing information is visible.
Check a human-approved quote with a version, expiration date and scope assumptions against the original records and current policy. Correct errors and escalate exceptions to the qualified specialist; do not auto-approve.
Ready when: Estimating or licensed quoting lead has recorded approval or a reason to hold the item.
After explicit approval, save a human-approved quote with a version, expiration date and scope assumptions in the system of record. Send only approved messages to verified recipients. Record the version and prevent duplicate delivery.
Ready when: The approved record is saved; any delivery is confirmed or placed in the retry queue.
Review time from complete inquiry to approved quote each week, sample completed records for quality, and resolve held items. Change the rules only after reviewing actual errors and staff feedback.
Ready when: Exceptions have owners, the metric has a baseline, and corrective actions are assigned.
Sample record.
$ david run --workflow=intake-to-quote
ILLUSTRATIVE RECORD / NOT LIVE CUSTOMER DATA
- Example
- Illustrative only — not a real client record
- Reference
- INTAKE-TO-QUOTE-DEMO-001
- Trigger
- An intake form includes the minimum scope and contact details.
- Owner
- Estimating or licensed quoting lead
- Prepared output
- a human-approved quote with a version, expiration date and scope assumptions
- Review status
- Awaiting human approval — no external action taken
- Missing information
- Owner to verify source completeness
- Measure
- Time from complete inquiry to approved quote
Start with your tools.
Connect Procore, QuickBooks, Microsoft 365 through approved APIs or controlled exports. Map record identifiers first; test permissions and field updates in a sandbox. Vendor names describe possible connections, not a guarantee of an available integration or license.
When things go wrong.
- A named person approves customer-facing messages, spending, record changes and binding commitments before release. Pre-approved scripts are versioned; exceptions stop for review.
- Use only authorized sources and role-based access. Keep an audit trail of source records, drafts, approvals and delivery status; deduplicate retries.
- If an integration fails, a source is missing or confidence is low, pause the action and assign the original request to the accountable owner.
- For financial or insurance work, a properly licensed professional approves recommendations, coverage, suitability and binding actions. Apply the firm's supervision, retention and advertising rules.
Try this week / no DAVID required
A useful first step.
This week, have your estimating or licensed quoting lead time five examples of this work. Use redacted copies of customer-provided scope, approved rates, exclusions and prior quote templates to make a human-approved quote with a version, expiration date and scope assumptions manually, then list which fields required judgment.
What to measure.
- Time from complete inquiry to approved quote
- Minutes of human handling per completed item
- Drafts needing substantive correction
- Exceptions unresolved beyond the agreed review window
Estimate your time back.
20.8
$11,232
03 · More workflows to consider
Related workflows.
Prepare cleaner carrier submissions.
Quotes stall while underwriters chase attachments.
Est. deploy 4–6 weeksSee the walkthrough
Prepare change orders from approved field facts.
Extra work gets documented after it is forgotten.
Est. deploy 2–4 weeksSee the walkthrough
Want this running in your business in 3–5 weeks?
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