Contractors, agencies, installers and B2B services often take 3 to 10 days to send a quote, and deals cool off while the paperwork waits. We automate intake, drafting from your own price list and follow-up on infrastructure you own, with your approval before anything goes out.
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.
An installer receiving ~40 quote requests per month and currently quoting in about 5 days could target same-day drafts for standard jobs and follow-ups that never slip. Firms that respond first typically win a disproportionate share of the work.
Representative example, indicative only, results depend on your volume and tools. 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 490, 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.