Quote assistants
From an incomplete enquiry to a quote you can review.
- Suitable starting point
- “Website and enquiry process” Guide price CHF 6,900
- To try out
- The demos are in German.Demo Schreinerei Ahornrain (fictional)
How a quote assistant turns enquiries into drafts
“Can you do me a quote for the facade?” Often that is all the enquiry says, and several emails go back and forth before area, condition and date are clear; the quote is then written in the evening with prices from memory. A quote assistant asks for the missing details in a structured way, uses your approved services and prices and gives you a draft to check.
Ask for missing details
We agree with you which details you need for a quote, such as measurements, material, access and date. The assistant asks the customer for exactly these points, in a form or in the email thread.
Use services and prices
Your services, unit prices and standard text blocks are set up once and used for every draft. You approve which line items and prices the assistant may use.
Drafts for review
From the enquiry and the details, a draft quote is created with line items, open follow-up questions and notes on where you still need to decide. The quote is only sent after you have checked it.
Example scenario (fictional)
Quote assistants in practice
A painting and decorating business with six employees gets enquiries for interior painting, usually as one sentence and a photo. The assistant asks for the number of rooms, ceiling height, condition of the walls and preferred date, and creates a draft with the business’s usual line items and a note that the condition of the ceilings is still unclear. The boss checks the draft after work, adjusts one line item and sends the quote.
How you can tell it fits
- A good fit if enquiries contain too few details and quotes are left waiting as a result.
- A good fit if quotes are written from memory in the evening.
- A good fit if several people write quotes and they turn out differently.
What is included and what is not
The assistant does not calculate on its own and does not issue a quote without your review; the prices it uses come from what you have approved. You decide in each case whether a line item or a discount is right.
Starting point
This fits a starting point with a guide price.
The guide price applies to the scope of the starting point. Before we start, we put in writing whether that scope covers quote assistants or whether a separate quote is needed.
Website and enquiry process
Guide priceCHF 6,900
For teams that want to capture enquiries in a structured way and follow them up reliably.
- Everything included in Web presence
- Structured enquiry capture
- One CRM pipeline with assigned responsibility and reminders
- Introduction to the agreed workflow
Licences, hosting and additional services are listed separately.
You can try it out in the demo “Schreinerei Ahornrain (fictional)”, with sample data and both sides of the workflow. The demos are in German.
Two questions before you start
What if every project is different for us?
Then the assistant mainly helps with the follow-up questions and the line items that still recur, such as travel, covering up or disposal. You write the part that is specific to the job, but on a prepared basis.
Does the customer see that an assistant is involved?
The customer answers structured questions and receives a quote from you at the end. We agree with you whether and how you mention the assistant.
The first conversation costs nothing.
Abbas and Shervin take the time to understand how your workflow runs today.
Write directly to abbas@fehablabs.ch or shervin@fehablabs.ch, or use the form.