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Proposal and Quote Drafts
Fast, professional quotes win work. Given enough data, your AI team puts proposals, quotes and estimates together for you, and each one waits for your approval.
What usually goes wrong
You finish the site visit, and the quote takes three days because you're writing it at night. By then the customer has two other bids. Every proposal starts from a blank page or a messy old file.
What your AI team does, step by step
- Collects what it needs from you: your price list, rates, templates and the job details or notes from the visit.
- Puts the quote, estimate or proposal together in your format, with clear scope and line items.
- Holds every draft for your approval. Nothing goes to a customer until you OK it, and you decide what's final and binding.
- Sends the approved version, logs it and schedules a follow-up.
What stays with you
You set the pricing and approve every quote before it goes out. In regulated fields, drafts come only from your own rate sheets or quoting tools, and there's no advice and no binding coverage or rate locks without your licensed sign-off. G&K builds, runs and fully manages this on our own system, connected only to the accounts and tools you choose, with each tool's own permissions. The setup is never handed over. For licensed and regulated businesses, the team stays on the admin side: it gives no professional advice, makes no certification or compliance claims, and handles sensitive information under your own policies.
Every package can be customized to fit how you work. See pricing starting points, then we tailor it on your free Blueprint call.
How different businesses use it
- Remodelers: Estimates are assembled from your line items and walkthrough notes for your review.
- Moving companies: Binding or non-binding estimates are prepared from your pricing and the customer's inventory for your sign-off.
- Independent insurance agencies: Quote summaries are prepared from your own rating tools for your licensed staff to approve, with no coverage recommendations.
Proposal and quote drafts is a good fit for remodelers, moving companies, independent insurance agencies and most businesses that handle this work by hand today. See every industry we work with
Getting started with proposal and quote drafts
- On your free AI Team Blueprint call, we look at how proposal and quote drafts happens in your business today and where it gets stuck.
- Together we set the rules for proposal and quote drafts: what the team can do on its own, what needs your approval, and what always comes back to you.
- G&K builds it, connects the tools you choose and tests proposal and quote drafts with real examples from your business before anything reaches a customer.
- Once proposal and quote drafts is running, we watch the results, adjust wording and timing, and keep it working as part of your larger AI team.
Proposal and quote drafts: frequently asked questions
Can it send quotes?
Yes, with your approval. Each quote waits for your OK before the correspondence goes out.
Can quotes be binding?
You decide what's final and binding. The team prepares it, and you approve it.
What does it need from me?
Your pricing or rate sheets, a template if you have one, and the job details.
Can proposal and quote drafts be combined with other services?
Yes. Most AI teams pair proposal and quote drafts with related work like documents prepared from your templates and follow-up sequences on a schedule, and it all runs under one setup that G&K fully manages.
Related services
Documents prepared from your templates · Follow-up sequences on a schedule · Invoice and payment reminders
Part of Documents & data: Paperwork drafted and data kept tidy. · Everything we do
See what an AI team could take off your plate.
Book a 30-minute AI Team Blueprint call. We'll show you our own team working live and map out which assistants fit your business.
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