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06 · Quote and Proposals

Quote sent before lunch.

An enquiry lands. The agent reads it, pulls the details, prices it from your rates and drafts the quote in your format and your voice. It sits ready for your one-tap review, then goes out the same day, while your competitors are still meaning to get to it.

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Proposal · drafting example
Example quote draft
For: illustrative enquiry
Prepared by
Your business
Roofing workBusiness rate
Removal and disposalBusiness rate
Gutters and downpipesBusiness rate
Capping and flashingBusiness rate
Final amountHuman review
Draft ready for reviewSend for review
1Reads the enquiry

It understands what they actually asked for.

A message off the website, an email, a voicemail transcript. The agent reads it like you would and works out what the job really is.

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Enquiry example
"Hi, after a quote to re-roof a single storey house in Sunrise Beach, about 180sqm, old tin needs removing. Gutters too."
Came in via the website form, 7:48am
2Pulls the detail

It extracts the facts that drive the price.

Service, area, what needs removing, the suburb, the access. The details that decide the number are captured cleanly, so nothing gets missed or guessed.

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Extracted example
Service
Re-roof + gutters
Area
~180m²
Remove old
Yes · tin
Suburb
Sunrise Beach
3Prices it

It uses your rates, not a guess.

The agent knows what you charge, so it prices the line items from your real numbers and builds an accurate total you can stand behind.

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Priced · your rates example
Roofing workBusiness rate
Removal and disposalBusiness rate
Gutters and downpipesBusiness rate
Capping and flashingBusiness rate
Total inc GST$17,280
4Writes it

In your format, in your voice.

Your letterhead, your wording, your terms. The proposal reads like you wrote it on a good day, not like a generic template spat out by a tool.

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Your format · your voice example
Thanks for the enquiry, J. Here is the quote for the Sunrise Beach re-roof. We use Colorbond Ultra and clean up every offcut before we leave.
Your letterhead, your wording, your terms. Every time.
5Waits for you

Nothing sends without your nod.

The finished quote sits ready for a one-tap review. Approve and it goes, or tweak a line first. You stay in control, you just skip the typing.

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Your review example
Quote #1043 · $17,280Draft
Waiting on your OK before it sends
Approve & sendEdit
6Same day

The fast quote usually wins the job.

Minutes from enquiry to a quote ready to send, every time. While the lead is still warm and still deciding, yours is the one already in their inbox.

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Speed example
4 min
enquiry to draft
Same day
every quote out
0
quotes forgotten
+ jobs
won on speed

Always first to quote.

Built from scratch for your business. Owned by you.

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