Lead generation
AI quote request automation
Turn quote requests into ready-to-send estimates, without the back-and-forth
AI quote request automation collects the details a job needs, applies your rate card, and drafts a structured estimate for you to review. Less time chasing information, faster quotes out the door, and a higher chance of winning the work.
Last reviewed
Can AI handle quote requests for my business?
Yes, up to the point of a number. An AI agent can take the request, ask the questions you would ask, and hand your team a brief that is ready to price — but it does not produce a binding price.
- Answers
- What you do, and what drives the price
- Hands over
- A scoped brief, ready to price
- Not yet
- A binding price
Your customers are already asking AI
These are the kinds of prompts people now type into an AI assistant — the demand this workflow is built to serve.
“get me a price estimate for a fence installation”
“how much would it cost to repaint my house”
“I need a quote for landscaping work”
“compare quotes for a new roof in my area”
So how does a customer's AI find this at all?
Automated quoting needs requests to work on. Make your services and quote intake available to AI, so when a buyer asks their assistant for a price or an estimate on the work you do, AI can bring the request to you — the way you want it captured.
You describe the work you take on, what you need to know to price it, and what you turn down — and Fugentic publishes that as an MCP server: the thing that lets an AI assistant ask your business a question and get a real answer back. It is registered from the platform, so an agent finder, the index an assistant checks to see what is available, can pick it up.
Then a buyer asking their assistant who can price a new roof gets a real account of the work you do and what moves the number — and a scoped request lands with you, instead of a one-line “how much?” you have to chase for a week.
- 1You describe what you sell
- 2It's published and registered
- 3A customer's assistant asks
- 4It answers in your words
- 5The details reach you
What AI can and cannot do here today
What AI can do today
- It can explain what work you take on, how you scope it, and what pushes a price up or down.
- It can ask the questions you would ask — dimensions, materials, access, deadlines — so the request arrives complete.
- It can hand your team a scoped brief that is ready to price, with the customer’s answers attached.
What it cannot do yet
- It cannot give a binding price. Real pricing against live data needs a server type the platform does not host yet.
- It cannot win the job. It gets you to a quote you can send; the decision stays with you.
Everything on the left is what a text-based setup supports today. Quoting against live data, and taking the booking itself, need server types we hope to add later.
How the quote automation workflow works
- 1
A prospect describes the job
A prospect describes the scope of work they need priced, by email or web form.
- 2
Collect missing details
The agent asks for anything needed to price the job accurately — dimensions, materials, access, deadlines.
- 3
Draft the quote
Using your rate card in Google Sheets and QuickBooks estimates, the agent drafts a structured quote for your review.
- 4
Send after approval
Once you approve, the quote is emailed to the customer — consistent, professional, and fast.
Tools in this workflow
These are the tools the workflow touches. Map them in the Agentic Planner to describe what your agent can do.
Gmail
Send, read, search, and manage emails through Gmail
Google Sheets
Integrate an AI agent with Google Sheets to read, write, and sync data — agents log results, look up reference tables, and update task status directly in your spreadsheets.
QuickBooks
Connect agents to QuickBooks Online to manage invoices, customers, expenses, and financial reports.
Industries this fits
Build this workflow
Open this exact workflow in the free Agentic Planner and adapt it to your business — no code required.
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Frequently asked questions
No — by default it drafts the quote and waits for your approval. You stay in control of pricing and what goes out.
Yes. It reads your rate card from a Google Sheet and can build estimates in QuickBooks, so quotes reflect your real prices.
No. Consultants and other service businesses that quote per project use the same workflow — just adapt the questions and rate card.
Because a price is a commitment. The agent can scope the job and draft against the rate card you have described, but it cannot look up current costs or bind you to a number — so the quote reaches you ready to check, and goes out when you approve it.
Make your services available to AI
Describe what you sell, what it costs and how you decide — then publish it as an agent an assistant can ask. No code.