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Quote Automation

Quote Automation for Irish SMEs.

Turn quote requests into clear, consistent proposals faster. We build quote tools that capture requirements, apply pricing logic, draft proposals, and help your team follow up.

Interactive demo

Try a quote in three clicks.

A simplified version of the kind of intake form, pricing logic, and live proposal panel we build for trades, agencies, and venues.

Service type
Estimated hours
Add-ons
Quote draft Updated just now
For: Sample Customer Ltd
Quote #Q-2026-0142
  • Standard package€1,500
  • 4 hours included€0
Total €1,500
Quote auto-drafted from intake form. PDF generation, approval flow, and CRM sync happen in the next steps of the real build.

The problem

Slow quoting quietly loses revenue.

When a quote takes too long, the customer may go elsewhere. When quotes are inconsistent, margins suffer. When everything depends on one person, the business becomes harder to scale. Quote automation helps turn a messy request into a structured sales process.

For many Irish SMEs, the problem is not a lack of effort. The problem is that everyday work is spread across email, spreadsheets, shared drives, paper notes, WhatsApp messages, CRMs, accounting software, and staff memory. That creates delays, duplicated work, missed follow-ups, inconsistent customer experiences, and reporting that takes too long to prepare.

AI can help, but only when it is attached to a clear workflow. A tool on its own does not fix a broken process. The useful version starts by asking: what task repeats, who owns it, what information is needed, what decision has to be made, and what should happen next?

What is quote automation?

Forms, pricing rules, AI drafting, approval, and follow-up.

Quote automation uses forms, pricing rules, templates, AI-assisted proposal text, approval steps, and follow-up reminders to make quoting faster and more consistent.

We avoid the common mistake of beginning with a technology and then looking for a use case. Instead, we begin with the business workflow. That means we look at the work your team already does and decide where AI, automation, dashboards, custom tools, or training can remove friction.

The result should be practical. Staff should understand it. Managers should be able to see whether it works. Customers should experience faster, clearer service. The business should be able to improve it over time without starting again from scratch.

What this can include

The most common ways we help.

Quote intake form

Capture the right details before staff start preparing a quote.

Pricing logic

Apply rules, packages, rates, or estimate ranges.

Proposal drafting

Generate a draft quote or proposal for review.

Approval workflow

Let staff check and approve before sending.

Quote follow-up

Track sent quotes and trigger reminders.

These are not abstract AI ideas. They are the kinds of workflows where small improvements can compound: fewer manual steps, fewer unanswered messages, fewer duplicate entries, better handovers, and more consistent outputs.

Example workflows

What this looks like in practice.

01

Trades quote builder

A customer submits job details and photos. The system captures requirements, flags missing information, suggests a price band, and prepares a draft quote for review.

02

Agency proposal workflow

A marketing agency gathers project details, creates a scoped proposal draft, routes it for internal approval, and tracks whether the client has responded.

03

Venue event quotation

A venue captures event date, guest count, room requirements, food/drink options, and add-ons, then prepares a proposal and follow-up schedule.

Who this is for

  • Trades and construction firms.
  • Agencies and consultants.
  • Venues and event businesses.
  • Service businesses where quoting is repeated and margin matters.

It is especially useful when the business has a real workflow problem but does not yet know whether the answer should be AI, automation, a dashboard, a portal, staff training, or a custom app. That uncertainty is normal. Our role is to help you choose the right first project rather than overbuild.

Who this is not for

  • Businesses looking for vague AI strategy without an implementation path.
  • Teams that want to automate sensitive decisions without human review.
  • Projects where no owner, budget, or workflow has been defined.

The best projects have a clear owner, a visible business pain, a realistic budget, and a willingness to start with version one rather than trying to build everything at once.

How we work

A four-step approach.

01

Audit the workflow

We start by understanding the process as it works today. We look at who is involved, what information moves through the process, where delays happen, what tools are already used, and what outcome matters to the business.

02

Define the smallest useful version

We define the version one scope so the team knows exactly what will be built, what is included, what is excluded, and what success looks like.

03

Build, test, and launch

We build the workflow, tool, dashboard, app, or automation. We test it with realistic examples, check the handover points, review permissions, and prepare the team to use it.

04

Improve after real use

Once staff and customers use the tool, we refine language, adjust logic, add missing steps, simplify screens, and improve reporting. This is why we recommend ongoing support for most builds.

Tools and implementation

We choose tools based on the workflow, not fashion.

We choose tools based on the workflow, not fashion. A project may use AI assistants, automation platforms, spreadsheets, CRMs, databases, custom web apps, reporting dashboards, or integrations with systems your team already uses.

The important thing is that the system fits your business. We do not force every client into one platform. We choose the simplest reliable setup that can deliver the outcome, be maintained, and scale sensibly as the business learns what it needs.

Data, privacy, and human review

Sensitive workflows stay safe.

If the workflow involves private, financial, legal, medical, employee, or customer data, we design the scope carefully. The goal is to minimise unnecessary data, keep humans in control of important decisions, and review access rules before launch.

For many SME workflows, the safest first version is human-in-the-loop. That means AI can draft, classify, summarise, suggest, or prepare, but a person reviews important outputs before they are sent to a customer, used in a decision, or stored as a final record.

Pricing and next step

Quote tools usually start from €2,500–€6,000.

Simple quote tools usually start from €2,500–€6,000. Advanced pricing, CRM integrations, approval flows, dashboards, and proposal generation may require a custom build from €6,000–€15,000+.

The normal starting point is an AI Opportunity Audit. The audit gives you a clear recommendation, a scoped first project, likely risks, and a fixed-price build option.

Why Tús AI

Why work with Tús AI

Tús AI is built for Irish SMEs that want practical AI implementation, not vague AI hype. We focus on useful workflows, realistic budgets, clear scopes, staff adoption, and support after launch.

Our approach is intentionally simple: start with one business problem, build one useful solution, prove value, and expand what works. That is how SMEs can benefit from AI without creating a complicated technology programme or hiring a full development team.

We are also careful about the difference between a demo and a business tool. A demo looks impressive for five minutes. A business tool has to work for staff, customers, managers, and the real exceptions that happen every week. That is why we include scoping, testing, access review, handoff, and support in the way we work.

FAQs

Frequently asked questions.

Can quote automation handle custom pricing?

Yes, if the pricing logic can be described. Complex edge cases may remain human-reviewed.

Can AI write the proposal text?

Yes. AI can draft the proposal language, but the team should review pricing, commitments, and terms before sending.

Can it create PDFs?

Often yes. Quote tools can generate PDF or email-ready outputs depending on the chosen setup.

Can it connect to accounting software?

Sometimes. Integration depends on the tools and the required flow.

Will this make quotes less personal?

Not if designed well. It should remove repetitive preparation while allowing staff to personalise the final message.

Get started

Find the best first AI or automation project for your business.

Tell us where your team is losing time. We will help you identify one workflow that can be improved with AI, automation, a dashboard, or a custom tool, then show you the practical path to build it.