Features

Built for Modern Agency Teams.

Smart Proposal Generator

Generate complete proposals from quote inputs, including scope of work, policies, executive summary, and value proposition.

Skill-Based Assignment

Easily assign the best people to quotes by matching their skills and availability to the work scope.

AI Quote Scoping

AI automatically builds quote requirements from received RFIs or work scope documents.

Quote Calculations

Automatically updates pricing based on the latest quote inputs from company experts, enhancing accuracy and reducing errors.

Tracking & Progress Monitoring

Clear view of each quote’s status, allowing team members to track progress, identify bottlenecks, and ensure timely follow-ups, keeping all stakeholders aligned.

Real-Time

Multiple teams can provide inputs in real-time, ensuring faster decision-making with up-to-date information.

Conversational Dashboards

Users interact with a chat-style interface. As they ask questions, the AI assistant processes and generates responses.

AI Generated Content

Users can input a few keywords, ideas, or prompts, and AI will generate detailed descriptions for each quote input required.

Automated Insight Generation

When users queries data, AI can generate brief yet insightful descriptions that summarize the key trends or takeaways.

Quote Payment Status

Monitor client payments for each part of the quote to clearly understand current payment status, and visibility on progress.

Access Management

Multi-tiered, role-based access ensures secure, department-specific control over quotation creation, editing, approval, and finalization.

Centralized Dashboard

A unified view of all active quotations, allowing stakeholders to track status, approvals, and pending actions in one place.

Customer-Specific Pricing

Tailored pricing based on individual customer needs, preferences, and purchase history, ensuring competitive offers.

Performance

Gain visibility into quote statuses and financial performance across individuals, departments, and teams.

Language Flexibility

Support for multiple languages, seamlessly switch by simply selecting your preferred language for instant, localized quote-building experiences.

Notification Center

Ensures quotes are reviewed and approved by the right people before being sent, with real-time notifications for updates.

Onboarding

Quickly import people and customer data from CSV or Excel files in just a few clicks.

API

Access modular quote generation.
Ideal For CRMs, Work Management, Internal Tools, and More.