Automation 02

Quote & document generation

“Every quote is a Word doc someone edits by hand, and half of them have last month's prices.”
Before

Structured intake happens, then a person manually assembles a quote, proposal, or invoice — copy-paste errors included.

After

Structured intake generates the document from a controlled template automatically, delivers it, and tracks whether it's been opened or answered.

What gets automated

  • Turns structured intake — a form, a CRM record, a spreadsheet row — into a quote, proposal, or invoice
  • Pulls from a single controlled template and price list, never a stale copy
  • Delivers the document and tracks its status
  • Sends a reminder when a document goes unanswered past a set window

What the client sees

A document that went out correctly the first time, and a status list of what's still awaiting a reply.

What it connects to

  • CRM
  • Spreadsheets
  • Accounting software
  • Email

How it runs

Form intake · CRM record · Spreadsheet row→Generate from controlled template→Tracked document + reminders

Where a human stays in the loop

The template and price list are set and approved by the team; a person reviews before anything unusual goes out. The system removes the manual assembly, not the judgment call.

Setup

You provide
The current quote or invoice template and price list
Access to whatever tool intake currently happens in
Timeline
1–2 weeks
After go-live
Documents generate automatically; the price list is the one place the team updates.

Where it runs

Available to direct-booking clients as a Care Plan add-on, set up on top of the site and the booking system. The same pattern runs the intake, chasing and weekly summaries behind our compliance service. Priced at scoping.

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