We've built quotation tools around our own pricing rules. Rewriting familiar descriptions and assembling documents are jobs the tool can help prepare; the commercial decisions stay with us.
Spend less of your evening putting quotes together.
Prepare the document from checked figures. You decide the price and approve the offer.
The scope is agreed
Checked quantities and rates supply the cost.
The quotation is prepared
The document uses the approved figures.
You approve the exact version
Check the offer and the exported file.
A missing measurement holds the draft. New work, dates or promises need approval.
Give yourself a draft worth reviewing
Use an agreed scope and a checked pricing record as the starting material. The draft should describe the work you've actually agreed to price. Missing measurements or undecided items need to stay visible for you to resolve.
A shorter description can be easier to check, provided it still explains the job. If a section keeps acquiring promises you haven't made, leave that wording fixed and use AI for the passages that need drafting.
“We will remove all waste” adds work if waste removal was excluded. “We can begin next week” promises a date if nobody agreed one. These are made-up examples of why a polished quote still needs your review.
If the notes come from a visit, a phone app can send them into the existing job file on your local system. Transcription and filing can prepare the material for the quote, with missing measurements left for you to confirm. We design those connections around the records you already use so the office is not retyping the visit.
Don't turn the price into another writing task
Keep quantities, approved rates and totals in one checked calculation, such as a spreadsheet. Let that supply the figures in the quote. Check the inputs and formulas before relying on them.
For a synthetic example, three items at £40 give a £120 line total. Pass that checked figure into the quote. Asking the writing step to calculate it again creates another value to reconcile.
Fix the price fields in the template or compare them with the approved calculation before issue. Test a changed quantity, a missing measurement and an altered scope separately from live quotes. Repeat the checks after a fix to confirm that the figures and wording still agree.
Keep approved exclusions and terms intact. Discounts and tax treatment need the approval of whoever is responsible for pricing.
Avoid the “which version did we send?” search
Give each draft a reference and version. Keep the scope and calculation it came from, then save the issued copy separately from later edits.
If a figure changes, update the source and regenerate the affected parts. Correcting only the PDF leaves an old figure waiting to reappear in the next revision.
Open the file the customer will actually receive. Check that each price stays beside the right description and that page breaks haven't separated an exclusion from the work it qualifies.
Approve the exact version you issue. If it changes afterwards, check it again. Keep the issued copy with its scope and calculation so the next customer question does not send you back through old notes.