Working prototypeDemo · fictional data
Quote and order intake
Reads what the customer wants, prices it from your own price list with the right tax or VAT, and drafts the quote.
- When
- A quote request or order comes in
- You approve
- Every quote waits for a person before it goes to the customer.
- Works with
- Email, Website forms, Google Sheets, QuickBooks Online, Xero
- Region
- Presets for Canada, the US and the EU
Try thisSwitch between the Canada, US and EU presets and watch the tax and VAT lines change.
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For your business
What changes when it’s yours.
- Connected to your own inbox, accounts and tools, with the least access the job needs
- Your wording, prices, tax rules and languages as settings, not code
- Draft-only mode first, so you can check its work before anything goes out
- Error alerts, a run log you can read, and a plain-English hand-over
Every setup includes a supervised trial on your real data, so you can check its work before it runs on its own.
Tell us what keeps eating your week.
A discovery call is 30 minutes on what you want to fix. No pitch deck, no obligation. If automation is not the answer, we will say so.