AI Quote Helper

Available

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.