Service 02 · Built around your business
Quotes and proposals
Turn job notes, voice messages, forms and customer requirements into structured quotes or proposals.
Outcome: Faster, more consistent quoting.
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The job today
Writing up quotes late at night from notes, site visits and memory, while customers wait.
What it needs from you
- A voice note, form or a few lines about the job
- Customer details
- Your approved prices and rules
What it prepares
- A tidy, itemised draft quote or proposal
- Pricing laid out the way you price
- A short covering message for the customer
Where you stay in control
Quotes use your pricing rules and wait for your approval before they are sent.
When something goes wrong
If a job does not fit your pricing rules, the draft is flagged for you to price by hand rather than guessed.
Illustrative example · Logistics
A customer asks for a weekly pallet run across three sites. The details from the enquiry form become a draft quote using Kofi's rate card. He adjusts one line and sends it before lunch.
Common questions
Does it set my prices?
No. It uses the rates and rules you give it. You can change any line before anything goes out.
Can I send it from my own email?
Where your setup allows it, yes. We confirm how quotes are sent in your proposal.
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