The quote is not slow because the math is hard.
It is slow because the same numbers get typed three times, the terms get remembered differently depending on who is writing, and the proposal document gets rebuilt from the last one that looked close enough.
What the workflow actually does.
Your rules, encoded once. The output is the document you would have written on a good day, every time.
Supplier quotes, freight, rentals, and labour go in as they arrive — no reformatting first.
Your margin structure runs automatically by category, so the sell price is right without a second pass.
A QuickBooks-ready estimate with correct tax and payment milestones, formatted the same way every time.
Cover letter, scope statement, and terms wrapped around the estimate as one branded PDF.
No. The workflow outputs into what you already use. Most clients stay in QuickBooks.
Yes — material, labour, freight, and rentals can each carry their own structure, including job-size overrides.
Both. Scope type is an input, and it changes which sections and terms appear in the proposal.
You do. The branded documents and the rules behind them are yours to edit and keep.
Book a Workflow Audit.
One to two weeks, a fixed fee, and a prioritized plan you keep either way.
AI workflow consulting for material handling businesses — racking dealers, installers, and distributors across Ontario. Twenty years on the floor, applied to the paperwork.