Quote and proposal automation
Who it's for
Owner-run shops where someone rebuilds quotes or proposals from notes, emails, or line items.
The problem
Quotes and proposals get rebuilt from scratch. The same information is typed again.
What we set up
We map that one process. If you approve a build, we set up a workflow in your accounts that drafts a quote or proposal from the inputs you define. A person reviews it before it goes to a customer.
Deliverables
A Workflow Map is the one-page plan. A One Workflow Build adds the workflow in your accounts, test runs on sample data, a runbook, and a walkthrough.
Timeline
Workflow Map: 3 business days ($249). One Workflow Build: 7 business days ($499+). The clock starts once your inputs are in and a start date is confirmed in writing.
Which tier fits
A Workflow Map if you want the plan before spending more. A One Workflow Build if you want one quote or proposal workflow set up and tested.
Demo
Watch full demo: Demo video coming soon
Request a Workflow Map Email granitemodels@gmail.com Call (978) 647-3933