AutoQuote Digital

AutoQuote Digital is a curated workflow for creating B2B proposals, estimates/quotations, and invoices with AI assistance. You can ingest context from Google Drive and sales call transcripts, generate structured proposals, and deliver shareable web links (plus PDF options) for faster client review.

For quoting and pricing, AutoQuote includes a Quote Estimator and cost estimation approach designed for different project types (e.g., software, marketing, consulting, construction) and inputs like direct labor hours, materials, subcontractors, scope complexity, timeline urgency, region/location multipliers, and risk buffers. It also supports quotation tracking—monitoring client views, audit logs, and captured e-signatures after delivery.

Branding and collaboration are built into the generator. Add your logo, apply brand colors, control typography, and use custom elements like letterhead/footer and templates. You can also draft internally with real-time comments and tasks, schedule delivery in client timezones, and create quotations directly via a WhatsApp bot for quick turnaround.

What can I generate with AutoQuote Digital?

You can generate B2B proposals and quotations, and convert prepared quotations into invoices with one click.

How do I turn sales call transcripts into a proposal?

Ingest sales call transcripts (and supporting documents) as context, then run the AI generator to extract intent, structure the proposal, and produce shareable proposal/quote links.

Does AutoQuote help me estimate pricing before I finalize a quote?

Yes. The quote estimator/cost estimation engine models pricing using inputs like work hours, rates, location multipliers, scope complexity, timeline urgency, overhead coverage, and a target profit margin; the preview can vary once details are confirmed.

How does quotation delivery and tracking work?

You can schedule timezone-aware delivery and share quotations via links. After sending, you can track whether clients viewed the quote using view activity, audit logs, and captured e-signatures.

Can I brand quotations and proposals with my company identity?

Yes. Upload your logo, set primary brand colors, and configure typography, with support for branded elements like watermarks and customizable template/layout options.

Can I create quotes from WhatsApp?

Yes. Send a prompt via the WhatsApp bot using your registered phone number, and the bot returns a live quotation link in the chat.