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
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 listAccess 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.
Price
Starts at$850≈ 8,500 MAD
Typical run cost: $20–50/month in hosting and API usage, billed at cost.
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