AI-Driven Quotation Systems

Instant online quotes, AI Smart Intake, and live PDF pricing for any quote-heavy business.

AI-Driven Quotation Systems — overview visual

What it is

We build bespoke quotation platforms that turn every enquiry — whether it arrives via your website, WhatsApp, email, or a phone call — into a professional, itemised quote in minutes. AI Smart Intake reads unstructured messages and auto-fills every field, while a live PDF builder lets you fine-tune pricing line by line before sending.

  • Conversational online quote forms with on-screen indicative pricing
  • AI Smart Intake — paste any enquiry or screenshot and fields auto-fill in seconds
  • Live PDF builder with real-time preview and itemised line-by-line pricing
  • Branded PDF, email, and WhatsApp delivery with unique quote references
  • One dashboard where every enquiry lives — nothing re-typed, nothing lost

How it works

  1. Step 1

    Discover

    We map how quotes currently flow through your business, identify the hours lost to manual entry, and prioritise the highest-ROI automation.

  2. Step 2

    Design

    A clear blueprint of the public quote form, the back-office builder, AI intake rules, pricing logic, and delivery channels — approved before a line of code.

  3. Step 3

    Build

    We build in React or Next.js with a Supabase backend, OpenAI Smart Intake, and branded PDF generation. Secure, fast, and mobile-friendly.

  4. Step 4

    Launch

    Phased rollout, team training, and live monitoring. Optional monthly retainer for updates and refinements.

Use cases

Removals and man-and-van services

A Bournemouth removals firm now quotes within minutes with itemised crew, mileage, and disposal pricing. See our case study.

Trades and contractors

A plumbing or electrical business captures job details via WhatsApp and turns them into structured quotes automatically.

Event and hire companies

A marquee or AV hire firm replaces email chains with a single pipeline from enquiry to confirmed booking.

Consultancy and professional services

A consultancy packages scope, day rates, and optional extras into a polished PDF quote in one click.

Proof it works

Real AI-Driven Quotation Systems results

Anonymised UK case studies showing measurable outcomes from the exact service you're reading about.

All case studies
Quotation PlatformFeatured

How a Custom Quotation Platform Cut Bournemouth Removal Quotes from Hours to Minutes

< 1 min
From enquiry to indicative price
~10 sec
Quote build via AI Smart Intake
0
Re-typed enquiries (single pipeline)

Inside the bespoke quotation system powering manandvanbournemouth.uk — an instant online quote form, AI Smart Intake, live PDF builder and itemised pricing that delivers a transparent, branded quote within minutes of any enquiry.

"Customers get a proper itemised quote within minutes, not days — and we finally have one place where every enquiry lives, no matter how it arrived."

Man & Van Bournemouth — manandvanbournemouth.uk

Frequently asked questions

What is an AI-driven quotation system?

An AI-driven quotation system is a custom-built platform that automates the entire quoting process for a service business. It combines a public-facing online quote form with an AI-powered back-office intake tool that reads unstructured enquiries (emails, WhatsApp messages, phone notes, screenshots) and auto-fills structured quote fields. The system then generates a live, itemised PDF quote that can be sent by email, WhatsApp, or branded PDF — all from a single dashboard.

How much faster is AI quoting compared to manual quoting?

Most businesses we work with reduce quote response time from several hours or days to under one minute. The AI Smart Intake feature turns a 10-minute typing job into about 10 seconds, and the live PDF builder recalculates pricing instantly as you adjust crew size, extras, or rates.

What kinds of businesses benefit from a custom quotation platform?

Any quote-heavy service business: removals and man-and-van firms, tradespeople (plumbers, electricians, builders), cleaning companies, event and hire businesses, consultancies, vehicle rental firms, and more. If you currently quote by phone, email, or clipboard, a custom platform will save time and win more jobs.

Will the platform match my branding?

Yes. Every quotation platform we build is fully branded with your logo, colours, fonts, and tone of voice. The public quote form lives on your domain, and the PDF quotes look like professional documents from your business.

Can customers get a quote without calling me?

Yes. The public-facing online quote form lets customers enter their details and receive an indicative price on-screen immediately. They can submit the enquiry and receive a full itemised quote shortly after — no phone call required.

How does the AI Smart Intake work?

When an enquiry arrives by email, WhatsApp, or even as a screenshot, you simply paste it into the Smart Intake panel. The platform's AI reads the message, extracts customer details, addresses, dates, items, crew size, estimated hours, and mileage, then auto-fills every field. You review and confirm before sending.

How much does a custom quotation platform cost?

A focused single-service quotation platform with AI Smart Intake and branded PDF delivery typically starts from £4,000. More complex multi-service platforms with CRM integration, calendar booking, and payment collection usually fall in the £8,000–£15,000 range. Every project is fixed-fee with the price agreed in writing before any work begins.

How long does it take to build?

A focused quotation platform for a single service takes four to six weeks from kickoff to go-live. More complex builds with CRM integration, calendar booking, or multi-service pricing typically take six to ten weeks.

Can I update pricing and services myself?

Yes. Every platform includes an admin Setup page where you can adjust hourly rates, crew sizes, call-out fees, mileage allowances, optional extras, and disposal charges. Changes take effect immediately across every new quote.

Will I own the code and data?

Absolutely. You own 100% of the source code, the designs, and all customer and quote data. There is no vendor lock-in. The platform is built on standard technologies (React/Next.js and Supabase) so any developer can maintain or extend it in the future.

AI-Driven Quotation Systems

Get a tailored quote for your project

Tell us a little about what you need and we'll come back within one working day with a fixed-fee proposal — no obligation, no sales pressure.

  • Fixed-fee pricing agreed in writing before any work begins
  • Reply within one UK working day
  • Dorset-based, working with UK businesses

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