AI Quote AutomationProject 04/04In development

A professional quote generated, from form to email, in under 2 minutes.

Quote Genius will calculate the exact price based on your catalog, generate a PDF with your branding, and send it to the client — automatically. The project is currently in development, building on a first client deployment.

<2 minTarget delivery time
2Additional workflows
100%Customized to your branding
The problem

Writing a quote takes time, and opens the door to errors

Manual re-entry icon

Manual re-entry for every request

Copying the client's information into a quote template takes time and multiplies the risk of pricing or copy-paste errors.

Delay icon

A delay that costs you clients

The longer a quote takes to arrive, the more time the client has to compare offers or forget their original request.

Missing follow-up icon

No systematic follow-up

Without an automatic reminder, many quotes go unanswered for lack of follow-up.

The solution

From form to signed quote, without re-entry

The client fills out an online form, shareable on your website, social media, or by email.

The workflow automatically calculates the exact price based on your catalog and pricing options, generates a professional PDF quote with your branding, and sends it directly to the client — ready to sign.

An automatic follow-up is sent on Day+2 if the quote remains unanswered.

Tally FormData extractionPrice calculationPDF generationClient emailFollow-up D+2
What it changes

The targeted benefits

<2 min

Delivery time

The client receives their quote in under 2 minutes after submitting the form.

0

Manual re-entry

All data is extracted and calculated automatically, without copy-paste.

100%

Quotes with your branding

Every PDF reflects your visual identity and pricing catalog.

D+2

Automatic follow-up

Unanswered quotes are followed up automatically, with no effort on your part.

Tech stack

Built on reliable and proven tools

n8nClaude HaikuClaude SonnetTallyGmail / OutlookGoogle Sheets

Do you send quotes manually?

Tell me how many quotes you send per month — I'll keep you informed about Quote Genius's availability.