Marketing · Lead Nurture / 02 of 06
Automated Quote Generators
Generate a quote for custom services given different quantities of different materials required to fulfill the service so that you can calculate and send custom invoices in 1/10th of the time.
How it runs
Request in
Form, email parse or call
Step 01
Match to customer record
If not found
Human matches the record
Step 02
Pull the base package
Step 03
Apply the variable layer
Variable layer — 5 rules
- Headcount changes line items
- Vendor tax
- Delivery fees
- Late-night surcharges
- Tier logic
The variable layer carries the weight
Step 04
Calculate margin
Step 05
Generate the quote
Step 06
Notify team, log to pipeline
What it is
A quote engine that holds every package, vendor rule and pricing lever in one place, so a custom quote becomes a selection rather than a build.
You need this if quoting lives in a spreadsheet, only one or two people can be trusted with it, and turnaround is capped by their calendars.
Quote turnaround sits on top of close rate, because in most custom-service markets the first accurate quote wins.
If margin gets calculated by hand, the second problem is quieter and worse: you don't know which jobs made money.
The actual build
What it does for you
Quoting comes off the two people who understand the nuances and goes to anyone on the team
so turnaround stops being a scheduling problem.
Margin gets calculated on every quote automatically
so pricing decisions stop being made on instinct.
The vendor and surcharge rules become explicit in one place
which is where the money quietly leaks in custom-service businesses.
Built and running
The Makenzie House
Fallon Scott, co-ownerLiveThere's so many nuances with quotes that we really only had me and her that was able to do it. Now we've got five or six people that are able to come in and get these quotes out within 24 hours.
Quoting went from two people, slowly, to five or six trained staff turning quotes around within 24 hours. In her words: The business is on track to 10× revenue, scaling from 2 to roughly 40 staff across 60–70 vendor partners while the system was being built
Want this one built into your business?
Thirty minutes, no deck. We map what you run today and tell you what it would take.