Quoting Agent

AI Quoting Agent

Draw, price, quote, send and respond. One AI agent handles the whole job in the software you already use.

Works using screen+ mouse+ keyboard

No new system.No integrations.

Watch video

pick your trade below ↓

Drawing/CAD · kitchen cabinet
  • Run A3,600 mm
  • Run B2,400 mm
  • Base depth600 mm
  • Uppers720 mm
Quoting · Q-2417Anna Kowalski
  • Drawer base cabinet 600 (A)620.00
  • Sink base cabinet 800 (B)540.00
  • Corner base 1000, lazy susan (E)760.00
  • Upper wall cabinets, 720 high2,040.00
  • Quartz countertop 40 mm1,620.00
Total$8,940.00
✉Sent to Anna KowalskiQ-2417 Kowalski kitchen.pdf

Do you take away the old cabinets?

Yes. Removal and disposal is line 11 on your quote, $200. It's included in the total.

  1. 01Request
  2. 02Drawing
  3. 03Pricing
  4. 04Quote
  5. 05Reply
Quoting by industry

Pick your trade

click a planet ↓

The biggest win

Instant quotes. Win more deals.

The first good quote usually wins the job. Your agent sends it while the customer is still deciding.

Todaythe usual way
  • Request sits in the inbox
  • Quote goes out 2–5 days
  • Deal lost. They signed with whoever quoted first.
VS
With your agent✦ Instant
  • Picked up the moment it lands
  • Drawn, priced, approved, sent minutes
  • First in the inbox. Deal won.

From quote request to sent proposal

What comes in
Customer emails, job notes, measurements or drawings, along with the price book and quote template your team already uses.
How the quote is built
The agent puts the job details into your estimating software and applies the prices and rules you supply. If a line needs another price, the workflow can check a specific supplier record or portal you’ve configured, or send the line to an estimator.
What gets done
A finished quote in your system, sent from your inbox. The agent answers the customer’s questions from the quote and follows up on your schedule.
Example request
A buyer changes an order from 25 to 50 units. The agent applies your quantity tier, creates a new quote revision and sends it with the updated total. The earlier version stays in the history.

Walk through an example

Quoting is messy

  • The slow quote. The first good quote usually wins
  • Nights at the screen. CAD, line items, PDF. By hand.
  • The same questions. Already answered on the quote
  • Stale prices. Last month's cost, this month's job

An agent that handles the messy parts your way.

  • 01Every job is differentNo two quotes the same
  • 02Drawing comes firstNo drawing, no quantities
  • 03Prices moveSuppliers change them monthly
  • 04Questions never stopAnswered once, asked again
  • 05One estimatorEverything waits on one desk
Today

Every quote, by hand. Agents should!

  1. ManualAgent Read request
  2. ManualAgent Measure
  3. ManualAgent Draw in CAD
  4. ManualAgent Take off
  5. ManualAgent Check prices
  6. ManualAgent Key line items
  7. ManualAgent Build the PDF
  8. ManualAgent Email it
  9. ManualAgent Answer questions
  10. ManualAgent Follow up
  11. ManualAgent Revise

How many hours can you get back?

Built differently

No new system. No integrations.

You're not buying software. You're adding an agent that uses the software you have.

The whole job

Hand the whole quote to an agent

1 agent
  1. Reads the request
  2. Draws the job
  3. Prices every line
  4. Builds the quote
  5. You approve
  6. Sends it
  7. Answers questions
  8. Follows up

Agent does itYou decide

Any format in. CAD out.

Hand sketch, PDF print, photo or fax. The agent redraws it in your CAD, takes off the job and builds the quote.

What customers send

  • Measured sketch
  • PDF print
  • Site photos
  • Measurement sheet
  • Job notes
  • DXF / STEP
your CAD · KC-0412 · L-shape plan
  • Run A3,600 mm
  • Run B2,400 mm
  • Base depth600 mm
  • Uppers720 mm

Whatever the customer sends, the agent redraws it in your CAD, to your standards, before it prices a single line. How sketch-to-CAD works →

How it works

Five steps. One quote.

One job, start to finish: Anna Kowalski, l-shape kitchen, quartz top.

  1. 01

    It draws the job

    From a sketch, photos or plans. In your CAD, to your standards.

    Drawing/CAD · kitchen cabinet
    • Run A3,600 mm
    • Run B2,400 mm
    • Base depth600 mm
    • Uppers720 mm

    KC-0412 · L-shape plan

  2. 02

    It prices every line

    Use your price book and configured supplier sources. Flag lines without an approved price.

    Price book PB-2026.3 · supplier site
    ItemFromPrice
    Drawer base 600Price book$620.00
    Corner base 1000Price book$760.00
    Quartz 40 mm / m²Not in book · supplier priceNorthside Stone$500.00
    Install, per jobPrice book$1,250.00
  3. 03

    It builds the quote

    In your quoting system, line by line. Totals checked twice.

    Quoting · Q-2417
    Quote Q-2417Anna KowalskiDraft
    DescriptionQtyUnitAmount
    Drawer base cabinet 600 (A)1ea620.00
    Sink base cabinet 800 (B)1ea540.00
    Corner base 1000, lazy susan (E)1ea760.00
    Upper wall cabinets, 720 high4.8m2,040.00
    Quartz countertop 40 mm3.24m²1,620.00
    Delivery and installation1job1,250.00
    11 lines · deposit 50% $4,470.00$8,940.00
  4. 04

    It sends it

    From your inbox, in your voice, while the customer still cares.

    Gmail · New message

    ToAnna Kowalski

    SubjectYour kitchen quote Q-2417

    Hi Anna, thanks for having Mike out. Your quote is attached: the L-shaped layout from the drawing, soft-close cabinets and a 40 mm quartz top, fully installed.

    Q-2417 Kowalski kitchen.pdf

    Send
  5. 05

    It answers the questions

    By email or text, from the quote. New asks come to you.

    Text message · Anna Kowalski

    Do you take away the old cabinets?

    Yes. Removal and disposal is line 11 on your quote, $200. It's included in the total.

    Answered from: Quote Q-2417, line 11

The full process

Quoting: every step

From the first request to the sent quote and follow-up. One agent, working across your software.

your process, from start to finish

  1. Request arrives
  2. Read request & attachments
  3. Enough to quote?
    No → ask the customer
  4. Draw it in your CAD
  5. You approve the drawing
  6. Take off quantities
  7. Price from your price book
  8. Price in the book?
    No → check configured supplier source or flag
  9. Margin within limits?
    No → owner decides
  10. Build quote in your system
  11. Check totals & PDF
  12. You approve the quote
  13. Email it to the customer
  14. Answer questions from the quote
  15. Covered by the quote?
    No → route to you
  16. Follow up on schedule
  17. Signed. Hand off the job

Agent does it You decide Rule check

Your process

Built around how you quote

Not a template. Your steps, your price book, your approvals.

  1. 01

    Explain it once

    Talk or type, like training a new hire. Hand over your SOP, price book and a few past quotes.

    When a request comes in, first check: enough to quote? If not, ask the customer.

    Quoting SOP.pdf Price book 2026.xlsx 3 past quotes
    Describe your process…
  2. 02

    Watch it work

    It works a real job on your screen. You correct it the way you'd correct a person.

    Use the 2026 price book, not last year's.

    Got it. Switched to 2026 and re-priced 4 lines.

    Read requestDrawingPricing
  3. 03

    Save your process

    A written procedure and a flowchart. Every run follows the version you approved.

    1. Read request & attachments
    2. Enough to quote?
    3. Draw it in your CAD
    4. You approve the drawing
    5. Take off quantities
    6. Price from your price book
    v1 · approved
Fully yours

Change anything. Any time.

Any step, any rule, any approval. Say what changed. Approve the new version.

Quoting processv3 → v4
  1. Take off quantities
  2. Check this customer's historyAdded
  3. Quote over $5,000?Changed
  4. Email it to the customer
  5. You approve the quoteRepeat customers: skip
  6. Price in the book?

Add a step after “Take off quantities”: check this customer's history and flag anything unusual.

Step added

New rule: Quote over $5,000 → you approve first.

Rule changed

Repeat customers under the limit don't need my approval anymore.

Approval changed

Saved as version 4. You approved it. The next run follows it. The last runs keep the version they ran on.

Your controls

Your rules. Exactly.

Written once in plain English. Followed every time.

  • Quote over $5,000? You approve first
  • Price not in the book? Check two suppliers
  • Margin under 22%? Hold for the owner

Never, on any run

  • Discount without your OK
  • Guess a missing dimension
  • Promise an install date
  • Send what you said to review

Approvals, where you want them

It stops and asks you.

What it built, what it checked, what looks off and what it suggests. Approve, edit, reject, or take the wheel.

from your desk or your phone ↘

Quoting agentRun #1042Paused at step 12 · Send the quoteWaiting for you
Approval you asked for Medium risk Quoting · step 12 · Send the quote Waiting 0:42 1 of 2 in your queue

Send quote Q-2417 to Anna Kowalski?

You asked to see every quote over $5,000 before it goes out.

Agent suggests: Approve and sendOne item needs a look. Everything else checked out.

QUOTE Q-2417 · Kowalski kitchen

DrawingKC-0412 rev A · approved

Cabinets8 lines · price book PB-2026.3

Quartz top 3.24 m²$1,620.00 · supplier price

Install & removal$1,450.00

Deposit50% · $4,470.00

Total$8,940.00

Review notes

  • 10 of 11 prices match the price book
  • Quartz is priced from Northside Stone, not the book
  • PDF totals match the screen
Talk Take control Reject Edit Approve and send ↵
The difference

Your team, before and after

Your team today and with the agent
TodayWith your agent
Turnaround Waits for the estimator Starts when it lands
Your estimator Drafts and keys Reviews and sells
Pricing From memory Book, then suppliers
Customer questions Answered tonight Answered in minutes
Watch it work

One quote, start to finish

if you wish to see it in action!

Hand sketch to signed quote: an L-shaped kitchen
Every business that quotes

If you send quotes, it can learn yours

Construction & home services

  • Pool builders
  • Roofing
  • HVAC
  • Countertops & cabinets
  • Plumbing
  • Electrical contractors
  • Solar installers
  • Landscaping & hardscape
  • Fencing & decks
  • Concrete & paving
  • Painting
  • Flooring
  • Windows & doors
  • Siding & gutters
  • Garage doors
  • Kitchen & bath remodelers
  • Closets & storage
  • Insulation
  • Fire sprinklers & alarms
  • Security & low voltage
  • AV integrators
  • Glass & glazing
  • Water & fire restoration
  • Pest control
  • Excavation & septic
  • MEP subcontractors
  • General contractors

Manufacturing & fabrication

  • Metal fabrication
  • Sign & print shops
  • CNC machining
  • Sheet metal
  • Injection molding
  • Custom packaging
  • PCB assembly
  • Wire harness & cable
  • Control panels
  • Custom machinery
  • Precast concrete
  • Millwork & casework
  • Store fixtures
  • Steel buildings
  • Trusses & wall panels
  • Trailers & truck bodies
  • Awnings & canvas
  • Pool covers & liners
  • Labels & flexible packaging
  • Promotional products
  • Trade show exhibits

Distribution & logistics

  • Freight brokers & 3PLs
  • Freight forwarders
  • Moving companies
  • Electrical distributors
  • Industrial & MRO distributors
  • Building materials dealers
  • HVAC & plumbing supply
  • Lumber yards
  • Equipment rental
  • Fuel & propane
  • Packaging distributors
  • Equipment dealers

Insurance, finance & professional services

  • Insurance brokerages
  • Employee benefits brokers
  • Wholesale & MGA underwriting
  • Mortgage brokers
  • Equipment finance
  • Title & escrow
  • Accounting firms
  • IT managed services
  • Staffing agencies
  • Engineering firms
  • Translation services
  • Marketing agencies

Facilities & business services

  • Commercial cleaning
  • Facility maintenance
  • Elevator service
  • Waste hauling
  • Security guard services
  • Event rentals
  • Catering
  • Auto body & collision
  • Fleet services
  • Commercial printing
  • Laboratory testing
  • Medical equipment (DME)

Don't see yours? If you send quotes, the agent can learn how you build them.

Your numbers

How many hours can you get back?

Your volume, your times, your labor cost. Estimates, not results.

173staff hours per month returned to selling and building
$9,533labor capacity per month
$114,400labor capacity per year

Quotes × (minutes today − minutes with the agent) ÷ 60 × hourly cost

These are example assumptions, not results. Minutes per quote cover drawing, takeoff, pricing, building the PDF, sending it and answering the first questions. Use your own numbers.

What should your quoting workflow produce?

A usable quote draft
Define the line items, quantities, units, prices and terms that belong in your quote template. LaunchAI can prepare that draft through the configured steps in your existing tools. The pricing method comes from your business rules.
Every line priced and explained
Apply your price book, quantity breaks and costing rules consistently. Keep the source request and pricing records with the quote so each quantity, rate and total can be traced.
A quote that moves the job forward
Decide whether the workflow saves a draft, sends a proposal automatically or starts a separate order-entry workflow. Record the quote revision so the next person can identify the version that was accepted.
Try it on your work
Choose one recurring quote type and bring several past requests with their approved quotes. Include a routine job, a missing-information case and a revision. Compare total staff time, corrections and items missed before expanding the workflow.

Where does your quoting get stuck?

Start with the work you repeat. See how an agent carries it through your existing software, from request to quote to order.

Build the quote

From the first request to a priced proposal.

Keep the job moving

Handle what happens after you press send.

Find your starting point

Test the process on your own quotes.

Compare quoting options

A new quoting platform, an agent for the tools you have, or both. Find the approach that fits your work.

FAQ

Questions owners ask us

Can quotes run fully automatically?

Yes. Once your process is configured, LaunchAI runs the quote from start to finish: reads the request, prepares the drawings or job details, applies your prices, builds and sends the quote, and handles follow-ups in your existing software.

Do we have to buy new software or connect anything?

No. The agent works in the software you already use, with the same screens, keyboard and mouse your team uses, under logins you give it. Your CAD, your quoting system, your inbox. Nothing to replace and nothing to integrate.

How do you build our quoting agent?

You explain your process the way you'd train a new estimator: talk or type, and hand it your SOP, price book and a few past quotes. Then it works a real quote live while you watch and correct it. When you're happy, your process is saved as a flowchart and a written procedure.

Can we change the process later?

Any time. Add a step, change a rule, move an approval, or drop one. Tell the agent what changed, review the new flowchart and save it as a new version. Past runs keep the version they ran on.

Where do the prices come from?

The workflow uses your approved price book first. When you configure an alternate source such as a supplier price file or portal, it can use that source and show where the price came from. Missing, expired or conflicting prices go to your team.

Can AI revise a quote without overwriting the approved estimate?

A configured workflow can prepare a separate draft in your quoting tool if that tool supports revisions. It uses the latest approved request, identifies changed quantities, scope and prices, and routes changes through your approval rules.

What do we approve?

Whatever you choose. Every drawing, every quote, quotes over a dollar amount, discounts, new customers, revised quotes. The agent stops, shows you what it built and the rule that stopped it, and waits.

Can it really use our CAD?

It works your CAD the way a drafter does: menus, sketch tools, typed dimensions. It draws from the measurements on the request, checks them against each other, and asks when something doesn't add up. The drawing flows straight into takeoff and pricing as part of the same process.

What about the customer's questions?

It answers what the quote already answers: what's included, the deposit, the warranty, timing you've published. A new request, a discount, or a change in scope comes to you with a suggested reply.

Where does it run, and is it safe?

On your computers, in your signed-in sessions. Logins are kept in a vault and never shown to the AI. Every run is recorded with screenshots, values read and approvals given.

Instant quotes · Win more deals

Which quote should your agent build first?

Bring one real request and the quote you sent for it.

Get demo

no new system. no integrations. ↗