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AI Quote Helper

Draft quotes using your rules and natural-language training.

🪄Meet AI Quote HelperConcept preview
Meet AI Quote HelperDraft quotes using your rules and natural-language training.Concept preview
🪄What you can doConcept preview
What you can dodraft quote scope · suggest quote tasks · apply organisation quote rules · keep private task notesConcept preview
🪄How it fits your dayConcept preview
How it fits your dayOpen Quotes, complete the guided information, then review the result before any important action.Concept preview
🪄Just ask naturallyConcept preview
Just ask naturallyStart a quote for this customer · Add a task for switchboard replacement · Remember these measurements privatelyConcept preview
🪄Controls you can trustConcept preview
Controls you can trustQuote access follows organisation permissions. Drafts, pricing and customer-visible wording require human review.Concept preview

What it does

Draft quotes using your rules and natural-language training.

Works with

ezTradie

Included

  • Custom quote rules
  • Private AI drafts
  • Task pricing assistance

How it works

  • draft quote scope
  • suggest quote tasks
  • apply organisation quote rules
  • keep private task notes

Example requests

  • Start a quote for this customer
  • Add a task for switchboard replacement
  • Remember these measurements privately

Setup

No other plugin is required.

Privacy & access

Quote access follows organisation permissions.

Important limit

Drafts, pricing and customer-visible wording require human review.