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Quote while the job is still hot
Turn an enquiry into a sent quote before the lead cools off.
When this happens
A qualified enquiry needs a price.
Decisions
- Standard or custom?
- What inputs are known?
- Discount rules?
Actions
- Draft the quote
- Fill known details
- Send for your approval
- Follow up automatically
Exceptions
- Non-standard scope → routed to you to price
Human checkpoints
- You approve the number before it sends (optional auto-send for standards)
Tools: CRM, Quoting/docs, EmailBuild: from $1,500Delivery: 1–2 weeks
Yours to keep and modify.