AI quoting software that builds the quote and gets it signed

Most teams still build quotes by copying the last one. Someone opens an old spreadsheet, changes the client name, updates a few prices from memory, forgets the tax line, and exports a PDF that nobody can track. A colleague quotes the same service at last year's rate. A discount that should have been approved slips through. The client asks for a cheaper option and the whole document is rebuilt by hand. Quoting software exists to stop exactly this, and AI quoting software goes one step further: it writes the quote for you from the description of the job.

Give the client choices without sending three versions of the same quote. Mark any line as optional and the client sees a checkbox next to it in the web link. When they tick an extra, such as a maintenance retainer, a rush delivery or an additional training day, the total updates at once. The version they sign is the version they chose, and you see which add-ons were selected in the signed record. This works well for agencies selling retainers on top of a project, for IT firms offering support tiers and for contractors listing upgrades next to the base job.

Many offers mix a setup fee with a monthly service. The quote shows both clearly: one-off fees in one block, recurring fees with their billing period in another, and a summary that states what is due at signing and what repeats. These are the fees of your own offer to your client, written into the document your client signs. Quantities, discounts and taxes apply to both kinds of fee in the same way.

Pricing items live in the content library as reusable blocks with a name, description, unit and price. The AI picks from that catalog when it drafts a quote, and teammates insert items from it by hand. When a price changes, you update it once and every new quote uses the new figure, so nobody quotes an old price from an old file. Growth includes a shared library for the team, and Business and Enterprise add approval rules on top of it.

Set a threshold, for example any discount above 10 percent of the line or the quote total. When a teammate goes over it, the quote cannot be sent until an approver signs off inside the app. The approver sees the original price, the discount and the reason, and approves or sends it back with a comment. Approval rules for discounts are part of Business, and Enterprise adds custom roles, SSO and an audit log that records every approval.

The client does not print, sign and scan. They open the link, review the quote, choose the add-ons and sign. Signatures are legally binding electronic signatures under the U.S. ESIGN Act and UETA, and every signed quote comes with an audit trail certificate that records who opened, viewed and signed, and when. You can add several signers and set a signing order, for example the client's operations lead first and finance second. E-signature is included in every plan.

After you send a quote, the guessing stops. You get a notification when the client opens it. Growth shows the time spent on each section, so you know whether they lingered on the pricing table or the terms. Business and Enterprise add forwarded views, which tell you when the quote reached someone new, and automatic reminders for quotes nobody has opened yet.

The same quote engine fits very different jobs.

• Agencies quote a project plus a monthly retainer, with extra deliverables as optional add-ons.
• IT services firms send managed services quotes with per-device quantities and support tiers.
• SaaS sales teams send order forms with seats, a setup fee and annual terms. See sales quoting software.
• Contractors and trades send job quotes with materials, labour and upgrades. See quoting software for small business.

Prefer a ready structure? Use the pricing proposal template, the bid proposal template or the construction proposal template, and the AI fills the pricing table for your client. For long written proposals around the quote, see the AI proposal generator.