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.
How the quote automation workflow works
Receive the request
A prospect describes the scope of work they need priced, by email or web form.
Collect missing details
The agent asks for anything needed to price the job accurately — dimensions, materials, access, deadlines.
Draft the quote
Using your rate card in Google Sheets and QuickBooks estimates, the agent drafts a structured quote for your review.
Send after approval
Once you approve, the quote is emailed to the customer — consistent, professional, and fast.
Tools in this workflow
Connect these tools in the Agentic Planner to run this workflow end to end.
Build this workflow
Open this exact workflow in the free Agentic Planner and adapt it to your business — no code required.
Industries this fits
Related use cases
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Let customers book the right slot while you stay on the job
Why this starts with the AI Agent Index
Automated quoting needs a steady stream of requests to work on. The AI Agent Index is where AI assistants send buyers who are actively looking for the work you do.
A workflow like this only runs when customers actually reach you. The AI Agent Index is how AI assistants — ChatGPT, Claude, Perplexity, Google AI — discover your business and connect customers to you. List once, and you become the answer AI recommends.
Frequently asked questions
Does the agent send quotes without me checking them?
No — by default it drafts the quote and waits for your approval. You stay in control of pricing and what goes out.
Can it use my own pricing?
Yes. It reads your rate card from a Google Sheet and can build estimates in QuickBooks, so quotes reflect your real prices.
Is this only for contractors?
No. Consultants and other service businesses that quote per project use the same workflow — just adapt the questions and rate card.