Use case
Quote prep: a person always approves before send
The system reads the request, extracts quantities and pre-fills your usual template. The draft waits for you — it never goes out alone.
The problem
Every quote starts from scratch
The request arrives, someone opens the template, retypes the lines, looks up the rate. By evening the quote still has not gone out.
- The information is already in the email, but it has to be copied by hand.
- The usual template is the right one — it is the typing that takes time.
- Without a review, an automatic send would be too risky. The draft waits.
How it works
In practice, at your place
I read the request (email, form or message) and pre-fill your usual template with quantities and rates already in place. The draft waits for you. Sending stays a click from you — never from me.
What’s included
Everything is covered from install
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Pre-fill of your current quote template
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Quantities and context pulled from the thread
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No send without your approval
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The draft lands where you already work
Contact
Shall we talk?
Describe your situation — I’ll tell you whether this package fits and what it would cost for you. Free, no commitment.