01 / CREATE
Start with the scope
Describe the goods or work, quantities, prices and payment schedule. Create my quote saves a complete editable draft from the result. Review it before sharing.
AI QUOTING
Say the deal. Shape the details.
Give AI a brief and get a complete editable quote: line items, calculated amounts, reviewable terms, and a designed document. Refine it, then explicitly apply, save and download your PDF.
FROM BRIEF TO REVIEW
One brief.
A document ready to work on.
Follow a guided example
These are prepared examples, not a live AI response. Explore each step of the same fictional order.
YOUR PROMPT
“Draft a quote for 40 ceramic mugs at $12 each, plus $40 delivery.”
DRAFT TOTAL
$520.00
40 × $12.00 + $40.00 delivery. A clear starting point, ready for your review.
Try review, apply and undo in the demo →A USEFUL ASSISTANT, A VISIBLE DECISION
Move the quote forward.
02 / CALCULATE
Refine the numbers
Ask to change quantities, apply a discount, add tax or adjust the deposit. Check the proposed totals and payment terms together.
03 / PRESENT
Give it your style
Ask for a document style, accent color or spacing change. Review the result, then choose Apply, save & download PDF to prepare the document in one explicit action.
04 / DECIDE
Review before applying
An existing quote changes only with your approval. Compare the proposal, then apply to the draft or choose Apply, save & download PDF. Signing and payments stay separate.
Your review is part of the workflow.
Create my quote automatically saves a new private, editable draft. AI edits to an existing quote require your review and explicit apply. Check prices, tax treatment, dates, scope and payment terms yourself. Saving an edit to a shared quote creates a new revision and clears prior signatures.
Connected AI is under integration validation. The public demo uses guided commands; it does not call a live model. When you use connected AI, your prompt and current quote are sent to the configured AI provider.
See how agreement integrity works →YOUR NEXT AGREEMENT
Make the details clear.
Then make them count.
Explore with fictional details while integrations are under validation. Payments are currently in test mode.
Explore a sample quote