Proposals shouldn't take days
A good enquiry lands on a Tuesday. It's a fit, the scope is clear, and the prospect is ready to move. But writing the proposal means opening last quarter's template, hunting for the right rate, re-typing the inclusions, second-guessing the number, and getting it past a quiet week. By the time it goes out on Friday, the prospect's momentum has cooled — or they've signed with the firm that replied the same day.
For professional services, the proposal is where deals are won and lost. Slow, inconsistent proposals leak revenue and make your firm look harder to deal with than it is. The AI Instant Quoting System turns a scoped request into a polished, itemised proposal in seconds — accurate, on-brand, and ready to send while the prospect is still keen.
From scoped request to itemised proposal
A request comes in by website form, email, SMS, phone, or LinkedIn and social DM. The AI reads it, prices it against your rate card and packages, and produces a clear, itemised proposal in seconds — 24/7. Built on n8n, the flow looks like this:
Scoped request comes in
Website enquiry form, email, phone, or a LinkedIn or social DM. The AI is live across every channel, so nothing waits in an inbox until someone has a free moment.
AI reads & scopes the brief
It pulls out what drives the price — services requested, scope, hours or units, deliverables, and timeframe — and asks for anything missing before pricing.
Prices from your rate card
It matches the brief against your pricing library — hourly rates, fixed-fee packages, and retainers — applies your margins, and assembles an accurate, itemised figure.
On-brand proposal sent
A clear, itemised, professional proposal goes back in your firm's voice and format within minutes — every line and inclusion laid out, consistent every time.
Accept → invoice issued
When the client accepts, an invoice is created automatically. Proposals left sitting get polite, automated follow-ups until they're accepted or declined.
Never miss a proposal
Every scoped request — whether it lands at 9am or 9pm — gets an accurate, itemised, on-brand proposal within minutes. No more deals stalling in a drafts folder, and no more losing work simply because someone else replied first.
Consistent, on-brand pricing every time
The biggest risk in professional services pricing is inconsistency — different numbers from different people, rates that drift, and proposals that look nothing alike. The AI prices strictly from your pricing library, so every proposal is accurate and on-brand:
- Rate cards — hourly and day rates by role or seniority, applied automatically
- Fixed-fee packages — productised services priced consistently every time
- Retainers — monthly and ongoing arrangements scoped and priced to your structure
- Margins built in — your margins baked into every figure so proposals protect your numbers
- On-brand format — your wording, inclusions, and layout, identical across the whole team
Proposal accepted → invoice issued
The moment a client accepts, the system creates the invoice automatically — no re-keying the figures, no waiting for someone to get to the admin, no gap between yes and getting paid. And the proposals that go quiet aren't left to fade:
- Acceptance → invoice — an invoice is raised the instant the client accepts, matching the proposal line for line
- Clean handoff — accepted scope flows straight into your records, ready for delivery
- Automated follow-ups — unaccepted proposals get timed, professional reminders until the client decides
Who it's for
Any firm that turns scoped requests into proposals and invoices gets value from instant quoting. It's a strong fit for:
- Consultants — discovery briefs turned into scoped, priced proposals in minutes
- Agencies — creative, marketing, and digital projects quoted consistently from your rate card
- Accountants & bookkeepers — engagement and advisory work priced from set packages
- Real estate teams — service proposals and fee schedules generated on the spot
- Other service firms — any business pricing work by rates, packages, or retainers
How we set it up
We do the build; you tell us how you price. Setup is straightforward:
- We load your rate cards, fixed-fee packages, and retainer structures into your pricing library
- We map your margins so every proposal protects your numbers
- We connect your enquiry channels — website forms, email, phone, and social DMs
- We wire the n8n workflow to your invoicing so an invoice is raised on acceptance
- We tune the AI to your firm's tone and format, then test it on real requests before going live
Most firms are live within a week or two. From then on, every scoped request gets a clear, itemised proposal in minutes — consistent, on-brand, and around the clock.
Send proposals in minutes, not days
Book a free demo and we'll show you how the AI Instant Quoting System turns scoped requests into itemised, on-brand proposals — sent in seconds, with the invoice issued on acceptance.
Book My Free Demo