You visit the site on Monday and the quote goes out the following Friday, by which time the client has already had others. And because everyone quotes from their own spreadsheet, two clients can get two different prices for the same job.
| Cal. WM33-18 | Quote & Proposal Automation |
|---|---|
| Function | Turns a request into a same-day quote |
| Typical build | 2–4 weeks |
| Works with | A structured request form or direct email parsing, your own price list and margin rules, branded PDF output, e-signature and your CRM |
| Price | from CHF 3'000 · CHF 690 diagnostic, credited |
From CHF 3'000 setup · from CHF 250/month maintenance. Diagnostic credited towards your project.
Site visit on Monday, quote the following Friday. In between, the prospect has called two competitors and the momentum is gone.
There is no structured follow-up after sending. The quote sits unanswered, nobody chases it, and the job quietly goes elsewhere.
Each person quotes from their own spreadsheet. Margins drift, discounts vary, and two clients can get two prices for the same work.
A structured form or direct email parsing captures the request, the specs and the site details without anyone retyping them.
A draft quote is assembled from your own price list and margin rules. Your rates and your positions, never invented numbers.
You review and approve, then a branded PDF goes out under your name, the same day the request came in.
Polite follow-ups go out on the schedule you set, for example day 3, day 7 and day 14, and stop the moment the client replies or signs.
Acceptance runs through e-signature, and every quote, version and outcome is logged in your CRM automatically.
A request comes in through your form on Monday morning. The specs are captured without anyone retyping them, and a draft is assembled from your own price list and your own margin rules: your rates, never a number the machine made up. You read it, adjust a line, approve, and a branded PDF goes out under your name the same day. Follow-ups then run on the schedule you set and stop when the client signs, and every version and the outcome end up logged in your CRM.
Illustrative scenario — exact behaviour depends on your tools and volume. No results are guaranteed.
Your price list, your quotes and your client data stay on your infrastructure, hosted in Switzerland. We host nothing on our side.
By design: no prospect or pricing data pushed to third-party platforms you do not control.
The code, the workflows and the data belong to you. You stay autonomous, even without us. Managed follow-up is optional, never a dependency.
After the diagnostic, a quoting build typically takes 2 to 4 weeks depending on how your price list is structured and which tools you use.
Setup starts from CHF 3'000 and maintenance from CHF 250 per month. The diagnostic is CHF 690, credited towards your project if you proceed.
No. Drafts are assembled only from your price list and your rules, and a human approves every quote before it leaves. Nothing is sent without your sign-off.
Usually yes. We connect the standard CRMs, and if you do not have one yet we can log quotes to a shared inbox or a spreadsheet to start.
Credited towards your project if you proceed.