EasyQuote – Intelligent Quotation Automation

How EasyQuote Works

EasyQuote automatically produces professional, customer-ready quotation documents that include scope of works, assumptions, pricing, equipment summaries, terms & conditions and purchase order workflows – without exposing raw internal files to customers.

1. Quote Request Captured

A customer submits a quote request via your website form or a field engineer records required materials and work scope directly on site.

2. Automatic Data Processing

EasyQuote automatically captures the data from your website, CRM or field system and transforms it into a structured quotation draft.

3. Quote Generated Instantly

The system produces a complete quote – including correct equipment, pricing and scope of works – ready for estimator review.
Model is trained on your historical data and improves with each new request.

4. Estimator Review & Approval

An estimator reviews the quote, makes adjustments if needed and sends it back through EasyQuote for final delivery.

5. Purchase Orders & Delivery

Once approved, EasyQuote automatically sends purchase orders to suppliers and delivers the quote to the customer with full documentation.

6. Continuous Learning

Every accepted quote improves the system. EasyQuote learns from your historical and ongoing data, making each future quote faster and more accurate.

Key Problems Solved

Estimator Overload

EasyQuote never gets overloaded. Every request is captured and processed immediately – no missed opportunities.

Inefficient Workload

No more idle estimators or sudden backlogs. EasyQuote balances demand automatically and works 24/7.

Human Errors

Eliminates costly mistakes such as adding incorrect equipment (e.g. standard cable instead of FP for fire alarm installations).

Delayed Quotes

Customers receive quotes almost in real time – no chasing, no escalation, no reputational damage.

What the Customer Receives

Professional Quote Document

A clean, branded quotation in format currently used by your business, including executive summary, detailed scope of works, assumptions, pricing, validity period and next steps – ready to send instantly.

Clear Scope of Works

Technical scope written in clear language, ensuring the customer fully understands what is included – reducing disputes and variations.

Equipment & Pricing Summary

Structured equipment lists and labour summaries, generated from internal data but presented in a customer-friendly format.

Purchase Order

When the estimator accepts the quote, EasyQuote can automatically prepare the PO for suppliers.

Main Benefits

⚡ Up to 80% Faster

Quotation process reduced from days to minutes.

✅ Consistent & Error-Free

Standardised, accurate offers every time.

💰 Lower Costs

Automation reduces labour and operational costs.

😊 Higher Customer Satisfaction

Faster responses improve trust and conversion rates.

Pricing Model

No upfront payments.
£0 development fee • £0 maintenance • £0 hosting

EasyQuote is continuously trained and supervised by our experts. The only cost is a share of the savings you generate by reducing estimation time and errors.